Audit & Assurance
The audit and assurance service professionals and financial advisors at SD Mayer combine business, market, and technical skills to deliver objective advice and expert guidance to help our clients grow their business, improve their performance, and manage risk more effectively.
Tax
In the ever-changing business environment, it is critical to stay up to date on your tax accounting and remain compliant. Lacking foresight and knowledge of the evolving tax landscape can result in future tax consequences that jeopardize your financial goals.
Outsourced Accounting
Our Outsourced Accounting team provides solutions to the accounting and financial needs of privately-held companies and nonprofit organizations. At SD Mayer, our solutions range from routine outsourced bookkeeping, to full-complement outsourced CFO/Controller/Treasurer roles, to all-encompassing “trusted advisor” relationships.
Retirement Benefit Plans
SD Mayer’s corporate retirement services, through SDM Advisors, were created to support senior management with design, implementation and maintenance of your company’s retirement plan.
Wealth Management
At SD Mayer, we are financial advisors the Bay Area can rely on for effective strategic wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security.
Technology Consulting
Savant Solutions®, an SD Mayer company, is an experienced technology consulting and cloud solutions provider dedicated to helping our customers succeed and meet their changing needs. Formulating and managing strategies to align and enable technology with your business goals is one of our core competencies.
San Francisco, CA
Menlo Park, CA
Seattle, WA
SD Mayer provides and unparalleled level of customer service. Their team of attentive, well-informed associates provide assistance, advice, and information quickly and accurately. Our company is able to run smoothly thanks to their level of organization and attention to every detail. Since we have begun to work with SD Mayer, we have found ourselves trusting in an relying on them, and as a result have been able to work more freely on the operations of our company.
Ashley MorganSD Mayer & Associates has proven a more than reliable partner – they actually become part of an organizational strategic planning process offering forethought, impeccable judgement and timely execution of critical tasks. Glad to have them in our corner!
Chris StarlingThe team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices. Highly recommended for a bootstrapping startup that needs to up their game. Great team to work with! Friendly, responsive and accurate. Just what you need.
Kevin ChristyYears of Experience
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Independent Member of BDO Alliance USA
We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.
