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.

Fractional CFO for growth-minded business owners of 7 & 8 figure service-based businesses.

Backbone CFO helps construction, restoration, and trades businesses move from financial chaos to control.

We provide fractional CFO leadership for owners who are growing fast but lack clear visibility into cash flow, profitability, and the financial decisions required to scale with confidence.

Our CFOs don’t just report numbers. We sit at the leadership table. Using our proven Financial Control Framework, we provide executive-level leadership, perspective, and accountability so owners can make better decisions, faster.

Backbone CFO is built for businesses that:
• Have outgrown basic bookkeeping or controller support
• Need real cash flow visibility and forecasting
• Want disciplined, EOS-aligned financial leadership
• Are experiencing growth or planning for exit

Clients partner with us to replace financial chaos with control, confidence, and clarity. Without the cost or commitment of a full-time CFO.

👉 Book a Discovery Call to see if you’re CFO-ready:
https://backbonecfo.com/book-a-strategy-session/

James Emerich

Speaking to a group of business owners tomorrow. 
Here’s what’s going through my head 👇

When I think about the most basic, fundamental value of a Fractional CFO, I have a hard time getting past the concept of Financial Leadership.

What does that mean? 

From my experience in working with nearly 100 business owners in growing complex businesses like:

- Property Restoration
- Construction (GCs, Design/Build)
- Speciality Trades (Roofing, HVAC, Excavation)
- Super Niche Construction (hello FLORIDA ENERGY SERVICES, INC. ) 

Financial Leadership comes down to having the capability and process to create a financial plan to for businesses to reach their financial & business goals…

PLUS!!!!

The executive-level presence, perspective and leadership to hold its leadership team accountable for executing against that plan. 

It is that simple. 

Yet, that challenging.

All at the same time.

Do you agree?

Jim Emerich

Backbone CFO, Fractional CFO for Construction & Restoration businesses. Speaker for Business Owners Experiencing Chaos. Husband & Father of 5.

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EOS creates traction, not cash control

If you are running on EOS, a lot is probably working.

You have a Vision. Rocks are moving. The team is executing.

And yet cash still feels tight.

That is not a contradiction. It is a pattern we see all the time in construction.

EOS is a business operating system. It is not a financial operating system. EOS helps you move faster. That speed exposes the financial questions most teams are not set up to answer.

Can we afford this hire
Can we take on this backlog
Can we invest in this equipment without creating a cash crunch

When EOS is paired with a Financial Control Framework, cash stops being a daily guessing game. You get visibility and predictability. Then decisions get lighter.

Read the full blog here: https://lnkd.in/efc6TmWE

Backbone CFO and team

wishes you a happy Snow Day! 


John Awtry 
Chris Summers 
Melissa Zinni  
Megan Kay Christman, MBA 
Andrew B. Koniecki 
Jordan Martinez  

Let it snow!

Backbone CFO & our clients thrive from

Partnering with leaders like Brian Underhill  

The combination of running your business on EOS Worldwide AND and leveraging the leadership capability of our Fractional CFOs produce:

✅ Leadership Team alignment toward short and long term goals

 ✅ An executive-level leader in the finance seat capable of providing the necessary perspective to make financial decisions

✅ Leveraging imperfect data to make informed recommendations while concurrently…

✅ Helping you build the right team, systems, and processes needed to create data integrity and timely information 

The entrepreneurial game requires you to build the plane as your flying. 

It’s best to get the right people in your world to make that possible. 

Interested in learning more about how EOS and our Fractional CFOs work hand in hand?

DM me and let’s talk!

When you run on EOS, you can feel the difference between a finance function… and a true Finance Seat.

Here’s what it looks like when an EOS Implementer can confidently bring a CFO partner into the room—at the exact moments where decisions get real and traction gets tested:

“As an Expert EOS Implementer that has taken 80 businesses through the EOS Journey and facilitated 1,000+ sessions, I can truly say that I have developed one of the best synergistic relationships since I started my practice in 2016. As of today, I have gotten five of my clients working with Backbone CFO, and the feedback from my clients have been beyond expectations. I pull them into my sessions at several critical stages of the agenda, and the results of the analysis, forecasting and strategic alignment around a unified vision have taken my clients to the next level. If you are a business considering wanting to 'next-level' your organization - schedule a Discovery Call with them; if you are an EOS Implementer that wants to see your clients go to the next level - get them to schedule a Discovery Call with them. Your investment will pay off.” Brian Underhill, EOS Implementor

Big thanks to Brian Underhill for putting real words to what “from chaos to control” actually means in the room—where the numbers meet the Vision.

If you’re an EOS Implementer and you’re seeing the same finance bottlenecks show up across clients (cash, confidence, clarity, forecasting), there’s a better way to support the leadership team without derailing the agenda.

If you’re a business owner who’s ready to “next-level” the organization: schedule a Discovery Call with Backbone CFO. https://lnkd.in/eMKjpy5X

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The Battle

David Bean, CPA, CEPA®

James Emerich

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The Battle

David Bean, CPA, CEPA®

James Emerich

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}James Emerich's LinkedIn Performance

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