Accounting + Advisory For Life™

While our goal is to be with you for your entire lifetime, our focus is be with you throughout the various stages of your life—business and personal. Our unique blend of services caters to each stage of life that you’ll go through from beginning to end.

5 Buckets, 4 Shovels, A Beach and a Map: A Guide to Financial Security

Join Steve Mayer and Rick Hillsbery to discuss your financial planning and retirement strategy. You can speak directly to our financial advisors and get tips on the importance of having a good financial plan in place.

Tax Cuts and Jobs Act: Key Provisions

The Tax Cuts and Jobs Act has impacted virtually all of us, from individual businesses to nonprofits, to those planning for retirement and using wealth management services.

Save Time and Money By Outsourcing Your Bookkeeping and Payroll

Our Outsource Accounting group strives to handle all of your bookkeeping, business advisory and CFO strategy needs, while you focus on on your selling your product or service to your clients.

Retirement Benefit Plan Management

Our retirement team has all of the tools to support senior management with design, implementation and maintenance of a retirement plan.
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.

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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.

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Outsource Accounting

Our Outsource 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 bookkeeping, to full-complement CFO/Controller/Treasurer roles, to all-encompassing “trusted business advisor” relationships.

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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.

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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.

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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.

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San Francisco, CA

Menlo Park, CA

Seattle, WA

Years of Experience

Offices

Number of Languages Spoken

Industries Served

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.