Strategic CFO & Financial Advisory

Dedicated CFO leadership that drives real business growth.

Executive-level financial direction, strategic planning, and performance insight — from a CFO fully focused on your business.

20+ years in finance leadership Los Angeles · Miami · clients nationwide
What a dedicated CFO changes
Monthly closeDays, not weeks
Cash visibility13-week, live
ForecastRolling 12-month
Board reportingDecision-grade
One CFO who knows your numbers, your team, and your goals — not a name juggling a dozen accounts.
Who we partner with
Private equity portfolio companies Venture-backed companies Family office portfolios Owner-operated businesses
What we do

Comprehensive CFO services, built around your business.

Thirteen services, three clear tracks — from day-to-day financial leadership to the highest-stakes transactions.

Core leadership

Financial Leadership

Embedded, ongoing financial leadership for your business.

Transactions & capital

Transactions & Capital

High-stakes moments: raises, deals, exits, and turnarounds.

Systems & data

Systems & Automation

The infrastructure that makes finance fast and reliable.

Domain expertise

Deep expertise across the full finance function.

01

Financial Reporting & Internal Controls

Audit-ready reporting backed by controls that keep information reliable and decision-grade.

02

Corporate Taxation & Compliance

U.S. and international tax strategy structured to reduce exposure.

03

Financial Planning & Analysis

Budgeting and forecasting that turn raw numbers into forward-looking insight.

04

Corporate Development & M&A

From opportunity evaluation and diligence through structuring and integration.

05

Business Restructuring

Reshaping operations, capital structure, and cost base to restore stability.

06

Operations & Strategy

Aligning financial discipline with operational execution.

07

Business Intelligence

Power BI and Tableau dashboards giving leadership real-time visibility.

08

Capital Raising & Exits

The financial story, models, and readiness investors and buyers expect.

Our approach

We don't simply report numbers — we translate financial data into meaningful direction.

01Strengthening cash flow and financial stability
02Building clear forecasting and planning models
03Improving profitability and operational efficiency
04Supporting leadership with strategic financial insight
05Establishing strong financial systems and controls
Maxim Zobov — Founder & Principal CFO
Maxim Zobov
Founder & Principal CFO
Who we are

Strong financial leadership is the foundation of every successful business.

Maxim Zobov & Associates pairs each client with a dedicated CFO who knows their business deeply and stays focused on it — rather than splitting attention across a long roster of accounts.

Founded on a simple refusal — to sell attention by the slice — we deliberately oversee a limited number of engagements, learning each business inside out and staying through what comes next: growth, a raise, a turnaround, or the exit.

Our story →
Insights

Perspectives on CFO leadership & financial strategy.

All articles →

Budgets That Survive Contact With Reality: A Better Annual Planning Process

Most annual budgets are obsolete by March. Driver-based models, honest targets, and a cadence that keeps the plan alive.

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ARR Is Not Revenue: The Distinction That Decides Your Valuation

ARR is a forward-looking metric; revenue is an accounting fact. Why conflating them misprices SaaS companies.

Read article →

Credentialing Delays and Cash Flow: Planning for the Revenue Gap

A new provider can see patients long before payers will pay for them. How to plan, fund, and shrink the credentialing gap.

Read article →
Get in touch

Let's build your financial clarity.

Interested in working together? Send a few details and we'll be in touch shortly.

Los Angeles
2219 Main St., Unit #158
Santa Monica, CA 90405
Miami
323 Sunny Isles Blvd., Suite 700
Sunny Isles Beach, FL 33160