David Maybaum is a Partner in Adeptus’ Client Advisory Services (CAS) practice.

David brings a holistic approach to client service, going beyond traditional CPA work to help business owners increase profitability, streamline operations, and improve overall quality of life—for themselves and their teams.

With decades of experience, David specializes in guiding companies toward meaningful growth by aligning financial strategy with long-term business and personal goals. His passion lies in helping clients not only increase their income but also create sustainable, fulfilling businesses that support their vision of success.

He holds a CPA designation as well as certification in Strategic Performance Management (CSPM), which allows him to support clients through performance-driven financial and operational strategies. His work consistently delivers measurable results for clients who are a strong fit—and he values open, honest conversations to ensure every engagement is mutually aligned.

David believes the best outcomes happen when there’s a great fit between advisor and client—and he's always open to having a conversation to see if that fit is there.

Specialties: CPA | CSPM (Certified in Strategic Performance Management) | Profitability Consulting | Business Strategy | Quality-of-Life-Focused Advisory