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.

Kittrell & Klaskin, LLC

Owning a small business should be fulfilling and rewarding.


Why else would you do it? 

Unfortunately, owning a small business, especially a cash strapped one, can seem anything but rewarding. It is easy for that passion you had when you first started to be overtaken by all the stresses and worries that come with running a small business. 

At Kittrell & Klaskin, we strive to reduce the heavy financial stress on small business owners. First, we make sure they have rock solid financials. Then, we enable smart decision making through budgeting, forecasting, planning, and goal setting. 

We provide you with clarity and confidence in how your business is doing financially and where it is going. We partner with you so that it is easy to make those smart decisions and you can move on. You can get back to doing the work you are passionate about. 

3 ways you can learn more when you are ready:

1. DM me or email me at Ryan@kittrellklaskincpa.com. We can set up a call to talk about how to get your business to where you want it to be.

2. Download our free e-book that contains 10 proven strategies to grow your business. 

3. Check out all the other great free resources available to you on our website.

Co-Founder

ROBERT J. DOLE VA MEDICAL CENTER

I led a small group of top notch accountants, budget analysts, and payroll experts as CFO of this organization.

I will always appreciate the opportunities, growth, and powerful sense of mission I experienced working for the VA.

Financial Manager

I was asked to lead the Dole VA supply chain service in December of 2017.

3 of the service's greatest achievements during my time in this role:

We scored in the top 5 in the country for our customer service.

The service reduced supply spend by 28%. Through spend analysis coupled with increased focus on inventory management principles and collaboration with vendors, we reduced spend drastically which allowed freed up resources to be allocated elsewhere as needed for Veteran care.

We did not run out of supplies including PPE for medical staff during the darkest days of the COVID pandemic for hospital supply chains. Leadership, great staff, including a very collaborative medical staff, and community support was crucial for this achievement.

Chief Supply Chain Officer

The Prosthetics service at the VA not only provides artificial limbs to Veterans, it is responsible for the management and issue to Veterans of all devices needed to assist Veterans to live as functionally as possible. This includes electric wheelchairs, wheelchair vans, orthotic shoes, canes, scooters, surgical implants and so much more. 

The service was unique in that it was a Veteran facing service with its Prosthetics and orthotics clinics and also a supply chain service managing and providing Prosthetic items.

Some of the service's greatest achievements during my time in this role:

Established a Prosthetics clinic. We recruited and retained a very talented Prosthetist who hit the ground running. Amputee Veterans now have an option right there at the Wichita VA for their artificial limb care and maintenance. 

Reduced average days before action was taken on a prosthetics consult dramatically. This was a big one for customer service and getting the Veteran's needs taken care of timely.

Prosthetics Chief

This was my first leadership role at VA. 

I learned quite a bit about managing and leading during this time.

Assistant Financial Manager

This was my introduction to fiscal management at the VA. 

What an eye opener! I learned so much from my boss and colleagues about how the fiscal system at the VA works.

Accountant

BKD CPAs & Advisors

I did primarily tax work but also a little auditing. 

The people I worked with at BKD were among the smartest and most driven professionals I have ever met. They were also among the nicest. Everyone was always so gracious and patient with their time no matter how many hours they had worked that week.  I will always be grateful for that and all that I learned in my short time at the firm.

Staff Accountant

United States Air Force

One of the best decisions I have made was to join the Air Force.

I learned to be disciplined. I gained a sense of direction. I learned how important it was to contribute to a team to achieve a mission that could never be achieved by just one person. I am forever thankful to the Air Force and the skills, lessons, and friends I gained during my time in service.

Airman

82% of small or medium businesses fail due to cash flow mismanagement.



That's an intimidating stat!

But...

What if your business doesn't mismanage cash flow? Well, that decreases failure risk dramatically!

Many small business owners mismanage their cash by:

•	Not worrying about their books until the end of the year

•	Treating bookkeeping as an easy and cheap commodity 

•	Not reviewing financial performance at least monthly

•	Not budgeting and reviewing differences to expected

•	Not forecasting cash flow

Many of these business owners are stressed.

They hope they will be able to continue to afford staff

They wonder if they will ever get out of debt

They cross their fingers that the bank will approve financing

They dream about being able to pay themselves one day


But some business owners do it differently!

They make sure their books are updated monthly

A competent and caring pro does the books

Financial performance is reviewed monthly

They budget and track variances

They forecast their cash flows. 

They take action!

Based on the insights provided by their financials, budget and cash flow analysis, they make moves that set them up for success in their business, cash reserves in the bank, and peace of mind in their lives!

If you are a small business owner that would like to have rock solid bookkeeping, budgeting and variance analysis, and cash flow forecasting services, you have three options:

1. DM me to learn more
2. Email me at ryan@kittrellklaskincpa.com
3. Check out our business website. There are tons of free resources to get you started.

taplio

The Battle

David Bean, CPA, CEPA®

Ryan Kittrell, CPA

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