David Bean, CPA, CEPA®

3C Strategic Advisors

Helping business owners grow profitably and exit successfully.

www.3Cstrategicadvisors.com

Founder | Owner

Silverhawk Private Wealth

Helping owners and executives protect their wealth and live a life of abundance.

Private Wealth Advisor

David Bean, CPA, PLLC

GlobalTranz

Director of Finance, Mergers & Acquisitions

HonorHealth

Associate Vice President, Financial Operations

GE Capital

Vice President | Controller

Scottsdale Healthcare

Financial Operations Leadership

Global Water Resources

Accounting Leadership | IPO Readiness

Prudential Financial

Accountant | Process Improvement Leader | Six Sigma Black Belt

Former Corporate Finance and M&A Leader turned Entrepreneur.

I now leverage my experience to help business owners grow profitably and exit successfully.

As a Fractional (part-time/virtual) CFO for small businesses, I'm on a mission to bring financial intelligence and hands-on help to small business owners. 


Challenges I help solve:

  ✅ How do I take complexity out of financial decision-making?
  ✅ What is the best way to build a bullet proof business that can withstand tough times?
  ✅ How do I benchmark our performance?
  ✅ What are ways I can increase the value of my company?
  ✅ How can I eventually sell or transition my business?


Who I work with:

   🔹 Owners of service businesses $2M - $20M in revenue
   🔹 Growth-minded entrepreneurs who value collaboration and advice
   🔹 Entrepreneurs who want to spend more of their time doing what they enjoy


Engagements I thrive on:

 🔸 Fractional (Part Time / Virtual) CFO
 🔸 Business Valuation and Value Creation
 🔸 Exit Strategy and Succession Planning
 🔸 M&A Advisory (Proactive Due Diligence Support)


What makes my approach unique:

 🔹 I take servant leadership seriously. 
 🔹 I care about you as much as I do your business
 🔹 I don’t view our work as a one-time project. I want to develop a long-lasting relationship 
 🔹 My M&A experience allows me to help you with an acquisition strategy or prepare for your own exit


Check us out at: https://www.3cstrategicadvisors.com 

Or send me a message and let's talk.

ACTA International

Offshore Staffing for Accounting/CPA firms | Outsourced Bookkeeping & Accounting | VCFO Support | Tax Preparation, Planning & Projection

CEO and Co-Founder

eAuditor Office

Co-Founder

Infigrow Labs

McKonly & Asbury

Process Associate

Processor

PLV & Associates

Audit Manager

N.R. Doraiswami & Co

Article Assistant

In my professional journey, I've always been driven by a deep-seated belief in the power of collaboration to unlock the highest levels of success. 

At the core of my approach is a commitment to fostering trustworthy partnerships that transcend the traditional boundaries of business.

As someone deeply rooted in the world of CPA and accounting firms, I understand the challenges and opportunities that define our industry. 

My expertise in offshore staffing and accounting solutions is not just about the services I offer; it's about the relationships I build and the shared aspirations I nurture.

I am passionate about creating a community where every member feels valued, understood, and empowered to achieve their full potential.

My mission is to cultivate a network of professionals who are not just connections but true partners in each other's success.

Through this journey, I've learned that it's the human emotions—trust, respect, ambition—that drive us forward and make the impossible, possible.

Join me in a conversation about our future, where together, we can redefine what it means to succeed. Let's share our dreams, challenges, and triumphs as we pave the way for a new era of achievement in the accounting industry.

Because at the end of the day, it's not just about the numbers; it's about the stories we write together.

Karthick Subramaniam

taplio

The Battle

David Bean, CPA, CEPA®

Karthick Subramaniam

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