Juelle Persad

In the rapidly evolving world of accounting and finance, Juelle is a rising star, contributing with her unique blend of expertise in both tax and audit. Since joining our Audit practice in 2023, she has showcased a level of proficiency that speaks volumes about her dedication and analytical acumen.

Though she has a mere year of experience in tax, her work primarily focused on individual tax returns reflects depth and precision. It’s not just about crunching numbers for Juelle; it’s about understanding the story behind each figure, ensuring the accuracy and compliance of each return she processes.

Transitioning to audit, Juelle discovered her true calling. With two years of hands-on experience, her prowess, particularly in the realm of construction audits, has become a valuable asset for the firm. The intricacies of construction financial statements, with its unique revenue recognition, cost allocation, and contracting nuances, are well within Juelle’s grasp. Furthermore, her expertise in Employee Benefit Plans showcases her versatility, adding another feather to her auditing cap.

Her educational background is just as impressive. A proud alumna of UC Berkeley’s Haas School of Business, Juelle’s grounding in Business Administration and Management equips her with a holistic understanding of businesses. This, combined with her technical skills, ensures she brings a balanced, insightful approach to her work.

Beyond her technical prowess, Juelle is also known for her meticulousness, her commitment to continuous learning, and her ability to build strong relationships with clients. She’s not just an auditor; she’s a trusted financial advisor, guiding clients through the complexities of their financial landscape with confidence and clarity.

As Juelle continues her journey with our firm, her multifaceted expertise and dedication to excellence promise great things for both her future and the continued success of our Audit practice.

Isabel’s journey with our firm commenced in early-2023 within the outsourced accounting practice, and she has been an invaluable asset ever since. Her foundational experience as a staff accountant at Hardypaw provided her with keen insights into the intricate world of accounting. Further enriching her expertise, she dedicated three productive years to managing payroll and accounts payable at HealthyPets, Inc., honing her skills and enhancing her proficiency.

Beyond her professional pursuits, Isabel is deeply committed to her academic endeavors. She is diligently studying accounting and business management at De Anza College, showcasing her passion for continuous learning and growth in the field.

When not immersed in ledgers and balance sheets, Isabel finds solace in the company of her cherished cats, treasuring moments with friends and family. Grounded, diligent, and ever-evolving, Isabel is a testament to dedication and professional excellence.

Since joining the SD Mayer team in late-2022, Anthony has quickly become an indispensable member of our family. With a foundation rooted in prior experience managing bill of ladings and handling intricate reconciliations, he brings a keen eye for detail and a thorough understanding of critical accounting processes.

Although relatively new to our firm, Anthony’s transition into the outsourced accounting department has been seamless. His adaptability, combined with a solid grounding in the basics of accounting, ensures that he contributes value to our team and our clients every day.

A proud alumnus of Cal East Bay, Anthony graduated with a Bachelor’s degree in Accounting, reinforcing his theoretical knowledge and providing him with a robust platform to jump into the practical world of accounting.

Anthony’s fresh perspective, commitment to excellence, and genuine passion for the profession make him a noteworthy rising talent at SD Mayer. As he continues to carve out his niche in the accounting realm, we have no doubt he will reach impressive milestones and further strengthen our collective prowess.

Tom is an accomplished finance and accounting professional, bringing to our firm 25-years of experience. His adeptness in finance encompasses a wide array of tasks, including processing and managing payroll, overseeing general ledger account structure, orchestrating accounts payable and receivable, monitoring inventory controls, executing precise reconciliations, and producing comprehensive reports.

While Tom’s recent tryst in the printing industry spanned a commendable three years, his experience isn’t confined to just one domain. He has navigated the intricate terrains of Property Management, Mortgage Banking, and the Health Insurance industries, ensuring his approach to accounting is both versatile and deep-rooted.

Beyond the confines of ledgers and balance sheets, Tom has also ventured into the dynamic world of retail marketing and merchandising, amassing around a decade of experience. This diversification showcases his adaptability and keen sense for business trends.

On the academic front, Tom laid his foundational understanding of accounting at Sierra College, from where he procured his associate’s degree. Furthermore, he broadened his horizons by attending courses at the University of Phoenix. At SD Mayer, we are thrilled to have Tom’s vast expertise and holistic approach, confident that he will be a pivotal asset to our team.

Since joining our firm in 2021, Osbaldo has consistently demonstrated a high degree of expertise and dedication in his role as an Audit Associate. With a comprehensive background in accounting and finance, he has taken on a spectrum of roles, adeptly managing accounts payable, implementing robust accounting procedures, and meticulously overseeing capital expenditures.

Osbaldo’s academic credentials are a testament to his commitment to the field. He commenced his educational journey at Diablo Valley College, where he achieved an Associate’s degree in Business Administration. Further amplifying his expertise, he pursued and successfully obtained a Bachelor’s degree in Business Administration, majoring in Finance, from the esteemed San Jose State University. Currently, in a bid to continually refine his skills and knowledge, Osbaldo is immersed in an MBA program.

His depth of knowledge, combined with his proactive approach, positions Osbaldo as a pivotal member of our team, contributing daily to the firm’s excellence.

With a remarkable career spanning over 25 years in the marketing and communications sector, Greg’s expertise is truly unparalleled. Joining SD Mayer in 2017, he took on the task of being the pioneer—establishing the marketing department we take pride in today. Under Greg’s leadership, the firm underwent a transformative rebranding, including the launch of a dynamic new website, a suite of compelling marketing collateral, and the celebrated publication of Steve’s cherished book projects: “5 Buckets, 4 Shovels, a Beach and a Map“, “Adulting 101” and “The Toughest Guy I Ever Knew and Other Short Stories“.

Before his groundbreaking work at SD Mayer, Greg enriched several prestigious firms with his talents. His journey includes strategic roles at Armanino, CalCPA, and Franklin Templeton Investments, where he significantly contributed to their marketing, communications, and web development initiatives. In addition, Greg’s entrepreneurial spirit shone through as he successfully helmed his own print and web development business for over two decades.

Greg isn’t just a marketer; he’s a storyteller, brand-builder, and a driving force behind SD Mayer’s robust market presence.

Joining SD Mayer in 2014, Brian has consistently showcased his prowess in financial management and supervision. Serving as the firm’s Controller, he brings an integrated approach to his role, effortlessly merging his responsibilities in the Outsourced Accounting department. In this capacity, Brian not only offers his expertise as an outsourced CFO/Controller to clients but also mentors and supervises the dynamic team under his charge as the Director of Outsource.

With a career spanning nearly two decades in the realm of Finance, Brian’s rich tapestry of experience is evident. Prior to his tenure at SD Mayer, he provided strategic direction as a Finance Manager at another esteemed organization, further sharpening his acumen in financial strategy and oversight.

Academically accomplished, Brian possesses a Bachelor’s Degree in Accounting/Business Management. But his passion for continuous learning did not stop there. He pursued and attained a Master’s Degree in Business Administration, with a specialization in Accounting & Finance. This dual qualification equips him with both the technical expertise and the strategic insight to lead financial operations with precision and foresight.

With Brian at the helm of our financial affairs, SD Mayer is assured of sound financial stewardship, underpinned by years of hands-on experience and academic rigor.

Rowena’s journey with SD Mayer is a story of dedication, commitment, and growth. Since 2013, she has been an instrumental figure at the firm, and her association with Steve Mayer dates even further back, testifying to a professional relationship built on mutual respect and trust.

In her pivotal role as the client systems administrator, Rowena seamlessly bridges the gap between clients and the firm. She’s the maestro orchestrating the first steps of a client’s journey with SD Mayer. From the meticulous drafting of contracts to the intricate process of onboarding, Rowena ensures a smooth and hassle-free transition for every client that walks through the firm’s doors. Moreover, her expertise extends to overseeing firm-wide billings, further amplifying her vital role within the organization.

Her impeccable skills and proficiency are not just products of her tenure at SD Mayer. Rowena has a rich tapestry of professional experiences that she brings to the table. At BPM, she served as an administrative assistant, honing her organizational skills and mastering the art of multitasking. Before that, she ventured into the dynamic world of marketing with the Chalhoub Group, where she coordinated marketing efforts and campaigns.

What stands out about Rowena is not just her extensive skill set, but her ability to adapt and evolve. From marketing to administration, she has seamlessly transitioned between roles, always bringing her A-game. Her journey speaks volumes about her versatility, commitment, and dedication.

In Rowena, SD Mayer found not just an employee but a cornerstone. Someone who has witnessed the firm’s evolution, been a part of its growth, and continues to be a beacon of reliability and excellence. Whether it’s managing a client’s first impression or ensuring the financial integrity of engagements, Rowena does it all with precision, passion, and unparalleled professionalism.

In the world of outsourced accounting, Ken is the name that resonates with reliability, expertise, and precision. Joining SD Mayer in 2014, he has since been an integral part of the firm’s journey, providing an unwavering commitment to excellence.

As a Quickbooks certified professional, Ken stands as a beacon of knowledge and skill in the firm. Whenever there’s a need for a new client implementation, Ken is the go-to expert. This isn’t just due to his certification, but also because of the trust he has earned over the years. When Ken is on a project, the team knows it is in capable hands.

His responsibilities don’t stop at implementations. Ken’s role spans across critical accounting functions – be it monthly closes, crafting meticulous journal entries, handling monthly accruals, or ensuring every number aligns perfectly in the general ledger. His methodical approach and attention to detail ensure that every account is reconciled with precision, every time.

Ken’s expertise isn’t just a product of his years at SD Mayer. He carries with him the weight of about 15 years of experience from prior roles in the accounting world, having managed accounts payable and receivable at several esteemed firms. This vast experience is evident in every project he undertakes, ensuring clients receive nothing short of the best.

Outside of the numbers and software, Ken is a proud alumnus of UC Davis, holding a Bachelor’s degree in Economics. This foundation in economics, combined with his hands-on experience in accounting, gives him a unique perspective on financial projects, making him a valuable asset not just to SD Mayer but to every client he serves.

In essence, Ken isn’t just an accountant or a Quickbooks expert. He’s a financial craftsman, weaving together his extensive knowledge and experience to deliver top-tier accounting solutions, project after project.

When Hien boarded the SD Mayer ship in early 2019, it was evident that he was bringing with him a unique blend of logic and precision to the Outsourced Accounting practice. Navigating the vast oceans of monthly bookkeeping, journal entries, bill payments, and reconciliations, Hien’s nearly half a decade’s experience in the accounting realm shines through in his meticulous work.

Yet, what sets Hien apart isn’t just his accounting prowess; it’s his academic foundation in Mathematics and Computer Science from San Jose State University. This fusion of disciplines gives Hien a computational edge, allowing him to see patterns, systems, and algorithms behind the numbers, rendering a holistic perspective to his accounting endeavors.

At the core, Mathematics is the language of the universe, articulating order and patterns, while Computer Science transposes these patterns into actionable solutions. Hien, with his dual background, harnesses the power of both, ensuring accuracy, efficiency, and innovative problem-solving for SD Mayer’s clientele.

In an era where finance and technology are increasingly intertwined, professionals like Hien stand at the confluence, bridging the gap and guiding organizations towards a seamless integration of numbers and digital solutions. With Hien in the mix, SD Mayer isn’t just getting an accountant; they’re getting a mathematician and a computer scientist, all rolled into one. And in this blend lies the future of modern accounting!

Navigating through the complex corridors of the accounting world, Michael brings an eclectic mix of experience and a profound depth of knowledge to the Outsourced Accounting practice at SD Mayer. As a consultant, he doesn’t merely assist clients with numbers; he brings to the table a strategic vision drawn from his illustrious past in the investment management industry.

Before gracing SD Mayer with his expertise, Michael’s tenure at respected firms like Bertram Capital and Polkinghorne & Sereno cemented his place as a seasoned professional. With such prestigious names under his belt, he’s not just familiar with financial data but also understands the intricate nuances of investment strategies, risk management, and wealth maximization.

Having joined SD Mayer in March 2020, Michael quickly became an invaluable asset. His practical experience, combined with his academic grounding from California State University – Stanislaus, where he earned a Bachelor’s Degree in Accounting, provides him with both the theoretical foundation and the hands-on practicality essential in this field.

At SD Mayer, clients don’t just get an accountant in Michael; they get an advisor, a strategist, and a financial confidante. He interprets data not just through the lens of numbers but weaves it into a narrative that comprehensively encapsulates business growth, opportunities, and potential pitfalls.

Michael’s journey, from the strategic world of investment management to the detail-oriented realm of accounting, has rendered him a holistic professional. He is adept at not only crunching numbers but also at contextualizing them within the broader picture of business objectives and market dynamics.

In a world where numbers often become faceless statistics, Michael ensures they tell a story, provide insights, and pave the way for informed business decisions.