Industries

We love a challenge, so hit us with your most critical questions, and we’ll come up with a solution that meets your needs, fits into your budget, and keeps you competitive with your industry peers. Our tax, assurance, and accounting expertise seamlessly combine with our wealth management, retirement plan design, consulting and technology services to provide you with a holistic, confident grasp on all aspects of your business’s fiscal health and your financial future.

VALUE-ADDED SOLUTIONS FROM INDUSTRY EXPERTS

Your niche industry and personalized needs don’t deserve a universal, textbook line of service. With expertise in a wide range of fields, we can devise a custom solution just for you. We offer services and consulting geared towards your organization’s financial development and success. Our passion guides us from the first consultation through solution implementation and follow-up meetings to ensure you receive top-quality advice and service throughout the process.

Based on your business goals, we create a custom plan that taps the powerful resources at SDM to address every one of your concerns. After thorough consultation with your team, we devise a specialized solution that could blend a number of services from our different practice groups.

Browse some of our industry-specific solutions below, and visit our department pages to get a full picture of our services.

As creative professionals, you and your team thrive when you are free to focus on creating awesome work for your clients. Don’t waste your creative brain power on back-office needs! You can trust our experienced accountants to keep your organization running smoothly. Through constant consultation and collaboration with you, the SDM team can construct a custom plan to fit your needs.

We offer holistic solutions designed to build confidence in the financial health of your business, letting you get back to what you do best – providing excellent services to your clients.

ACCOUNTING
  • Full-service outsourced accounting
  • Outsourced CFO/controller
  • Cash flow management
  • Financial reporting
  • Budgeting & forecasting
ASSURANCE
  • Financial statement audits, reviews and compilations
  • Employee benefit plan audits
  • Internal audits
  • Public company audits & SOX compliance
TAX
  • Corporate tax
  • Tax planning & compliance
  • Local & state tax
  • Tax credits & incentives
  • Stock option planning
CONSULTING
  • Business management
  • Strategic planning
  • Merger & acquisition due diligence
  • Succession planning & exit strategies
TECHNOLOGY
  • NetSuite implementation & support
  • Cloud-based technology solutions & consulting
WEALTH MANAGEMENT
  • Insurance strategies & products
  • Investment management & advisory
  • Financial planning
  • Estate & trust planning for business owners
RETIREMENT PLAN SERVICES
  • Custom retirement plan design & implementation
  • Retirement plan management

From one financial firm to another, we understand your business and the issues you face. Like you, our primary objective is providing excellent services to our clients, but running a business can eat up limited resources. For financial firms, SDM is committed to providing the insights and perspectives you need to succeed now and in the future. Through careful consultation with your team, SDM experts build integrated business and accounting solutions to address your specific needs.

ACCOUNTING
  • Bookkeeping & reconciliation services
  • Full-service outsourced accounting
  • Management reports
  • Cash flow management & analysis
ASSURANCE
  • Employee benefit plan audits
  • Internal audits
  • Financial statement audits, compilations & reviews
TAX
  • Submission of K-1s
  • Tax compliance & planning
  • Local & state tax
  • Corporate tax
  • International tax planning & compliance
  • Stock option planning
CONSULTING
  • Mergers & acquisitions
  • Loan agreement & negotiation
  • Business management & strategic planning
  • Litigation support
  • Succession planning & exit strategies
TECHNOLOGY
  • IT & accounting systems consultation
  • NetSuite implementation & support
WEALTH MANAGEMENT
  • Insurance strategies & products
  • Financial planning
  • Investment advisory & asset management
  • Trust & estate planning services for business owners
RETIREMENT PLAN SERVICES
  • Custom retirement plan design & implementation
  • Retirement plan maintenance

Just as your business is about building strong relationships with your guests, ours is about building strong and trusted relationships with our clients. SDM experts are your go-to source for all the accounting, tax, financial and business challenges your industry faces. We are committed to creating a customized business solution that holistically addresses all of your specific needs and unique challenges.

ACCOUNTING
  • Basic bookkeeping & reconciliation services
  • Full-service outsourced accounting
  • Interim CFO/Controller roles
  • Budgeting & financial modeling
  • Management reports
ASSURANCE
  • Audits, reviews and compilations of financial statements
  • Employee benefit plan audit
  • Internal audits & risk assessments
TAX
  • Planning & compliance
  • Local & state tax
  • International tax planning & compliance
  • Stock option planning
  • Corporate tax
CONSULTING
  • Litigation support
  • Strategic planning
  • Exit strategies & succession planning
  • Mergers & acquisitions
  • Business management
TECHNOLOGY
  • NetSuite implementation & support
  • Technology & cloud-based consulting
  • QBO implementation & support
WEALTH MANAGEMENT
  • Financial planning
  • Investment advisory
  • Insurance strategies & products
  • Estate & trust planning
RETIREMENT PLAN SERVICES
  • Retirement plan design & implementation
  • Retirement plan maintenance

As a professional service provider, SDM professionals understand the business challenges you face. SDM’s comprehensive suite of accounting, tax, technology and wealth management services was built for businesses like yours. Our integrated solutions provide an accurate and timely picture of your company’s financial health, while identifying areas of risk and opportunity along the way. You can rest easy knowing that your finances are treated with the same level of care you give to your clients. While no two clients or solutions are the same, SDM financial, business and accounting experts can develop a customized solution for you.

ACCOUNTING
  • Basic bookkeeping & reconciliation services
  • Interim CFO/Controller roles
  • Budgeting & financial modeling
  • Full-service outsourced accounting
  • Cash flow analysis
ASSURANCE
  • Audits, reviews and compilations of financial statements
  • Employee benefit plan audits
  • Internal audits & risk assessments
  • Public company audits & SOX compliance
TAX
  • Tax planning & compliance
  • State & local tax
  • Corporate tax
  • International tax planning & compliance
  • Stock option planning
CONSULTING
  • Litigation support
  • Strategic planning
  • Exit strategies & succession planning
  • Mergers & acquisitions
  • Business management
TECHNOLOGY
  • NetSuite implementation & support
  • Technology & cloud-based systems consulting
  • QBO implementation & support
WEALTH MANAGEMENT
  • Financial planning
  • Investment advisory
  • Insurance strategies & products
  • Estate & trust planning
RETIREMENT PLAN SERVICES
  • Custom retirement plan design & implementation
  • Retirement plan maintenance

As a manufacturer, your goal is to provide the best product, while keeping business costs and operations lean. With so much pressure on production efficiency, one thing you should not have to worry about is your tax and accounting needs. That’s where we can ease the burden.

Combining our industry knowledge, deep resources and personalized services, we offer solutions to reduce costs, increase efficiency and maximize profitability. Our mission is help our clients extract value from their multinational corporations, to develop a competitive advantage across the value chain and to ensure that all corporate stakeholder expectations are recognized and met.

ACCOUNTING
  • Bookkeeping & account reconciliation
  • Full-service outsourced accounting
  • Outsourced CFO/Controller
  • Cash flow analysis & forecasting
  • Management reports
ASSURANCE
  • Audits, reviews & compilations of financial statements
  • Internal control & SOX compliance audits
  • Employee benefit plan audits
  • Internal audits
TAX
  • Corporate tax
  • International tax planning & compliance
  • Local & state taxes
  • Stock option planning
  • Tax planning & compliance
CONSULTING
  • Litigation support
  • Strategic planning
  • Business management
  • Best practices consultation
TECHNOLOGY
  • Technology & cloud-based consulting
  • NetSuite implementation & support
  • Accounting systems consultation
WEALTH MANAGEMENT
  • Insurance strategies & products
  • Financial planning
  • Estate & trust planning
  • Investment advisory
RETIREMENT PLAN SERVICES
  • Custom retirement plan design & implementation
  • Retirement plan maintenance

As a non-profit, you face a unique set of financial challenges, including tight budgets and limited staff, that can prevent you from fulfilling your mission.

SDM provides a powerful suite of tax, accounting and operational solutions specifically designed with nonprofits in mind. By collaborating deeply with your team to understand your mission, goals and challenges, SDM can comprehensively address all of the detailed needs of your organization, and help to build your confidence in your financial operations.

ACCOUNTING
  • Full suite of non-profit accounting services
  • Audit support
  • Outsourced CFO/Controller services
  • Management reports
ASSURANCE
  • Audits, reviews & compilations of non-profit organizations in accordance with governmental auditing standards, including A-133 compliance
  • Internal audits
  • Employee benefit plan audits
TAX
  • Local & state tax
  • Tax planning & compliance
  • Preparation of 990 forms
CONSULTING
  • Board of Directors representation
  • Strategic planning
  • Best practices consultation
  • Implementation of internal controls
  • Assistance in initial application process for exempt status
TECHNOLOGY
  • NetSuite implementation & support
  • Technology consulting
  • QBO implementation & support
WEALTH MANAGEMENT
  • Financial planning
  • Investment advisory
  • Insurance strategies & products
  • Estate & trust planning
RETIREMENT PLAN SERVICES
  • Custom retirement plan design & implementation
  • Retirement plan management

Real estate and construction companies have always been subject to the volatility of their industry, but increasingly complex changes to rules and regulations exacerbate these challenges. SDM tax experts and financial advisors understand the dynamics of your industry. We work hard to build value for your business at every opportunity.

SDM professionals are highly skilled in complex real estate transactions. Our integrated solutions address your unique challenges and provide the necessary insight to meet your business goals.

ACCOUNTING
  • Audit assistance
  • Cash flow modeling & projections
  • Full-service outsourced accounting
  • Outsourced CFO/Controller
  • Management reports
  • Bookkeeping & reconciliation
ASSURANCE
  • Audits, reviews & compilations of financial statements
  • Internal audits
  • Employee benefit plan audits
  • Public company audits & SOX compliance
TAX
  • State & local tax
  • Tax credits & incentives
  • International tax planning & compliance
  • Stock option planning
  • Tax planning & compliance
  • Corporate tax
CONSULTING
  • Debt restructuring & workouts
  • Strategic planning
  • Business management
  • Litigation support
  • Succession planning
TECHNOLOGY
  • NetSuite implementation & support
  • IT & accounting systems consultations
  • QBO implementation & support
WEALTH MANAGEMENT
  • Insurance products & strategies
  • Estate & trust planning
  • Investment advisory
  • Financial planning
RETIREMENT PLAN SERVICES
  • Custom retirement plan design & implementation
  • Retirement plan maintenance

In addition to the financial and operational difficulties most businesses face, retailers are up against a variety of industry-specific challenges, including increased competition and the rise of e-commerce. Changes in consumer trends and economic forces create urgency for retailers to address new marketplace realities. SDM experts understand your industry and bring a holistic perspective to each engagement. We are committed to providing you with financial strategies to increase your efficiency and compete in a dynamic market.

ACCOUNTING
  • Full-service outsourced accounting
  • Outsourced CFO/controller
  • Cash flow management
  • Financial reporting
  • Budgeting & forecasting
ASSURANCE
  • Financial statement audits, reviews and compilations
  • Employee benefit plan audits
  • Internal audits
  • Public company audits & SOX compliance
TAX
  • Corporate tax
  • Tax planning & compliance
  • Local & state tax
  • Tax credits & incentives
  • Stock option planning
CONSULTING
  • Business management
  • Strategic planning
  • Merger & acquisition due diligence
  • Succession planning & exit strategies
TECHNOLOGY
  • NetSuite implementation & support
  • Cloud-based technology solutions & consulting
WEALTH MANAGEMENT
  • Insurance strategies & products
  • Investment management & advisory
  • Financial planning
  • Estate & trust planning for business owners
RETIREMENT PLAN SERVICES
  • Custom retirement plan design & implementation
  • Retirement plan management

Given our location in the Bay Area, SDM has devoted significant resources in developing our services designed to support the financial, accounting, and business needs of technology organizations and providers.

At SDM, our professionals are highly experienced in developing customized business, financial, accounting and operational strategies to foster your company’s growth and help you achieve your business goals.

ACCOUNTING
  • Cash flow analysis & projections
  • Revenue recognition
  • Bookkeeping & reconciliation
  • Tax accounting methods
ASSURANCE
  • Audit, review, and compilation services
  • Internal audits
  • Employee benefit plan audits
  • Public company audits & SOX compliance
TAX
  • Tax consulting & compliance
  • State & local tax
  • Corporate tax
  • International tax planning & compliance
  • Expatriate tax services
  • R&D tax credits & incentives
  • Stock planning options
CONSULTING
  • Choosing legal entity & tax structure
  • Securing lines of credit
  • Stock option planning
  • Merger & acquisition
TECHNOLOGY
  • Technology & accounting system consultation
  • NetSuite implementation & support

WEALTH MANAGEMENT

  • Financial planning
  • Insurance strategies & products
  • Investment advisory
  • Estate & trust planning services
RETIREMENT PLAN SERVICES
  • Custom retirement plan design & implementation
  • Retirement plan management
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