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Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

Firm Profile

SD Mayer & Associates is a fast-growing, full-service, community-minded accounting, advisory and outsourced accounting firm. We can also help clients plan for their future through our retirement and wealth management services. We have the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail and technology companies.

SD Mayer & Associates is located in The Russ Building and is based in San Francisco, with a Silicon Valley office located in Menlo Park, along with consultants located in key locations throughout the United States. We can also tap into our global resources through our membership with BDO Alliance, the fifth largest association of accountants, consultants and professional services firms. With more than 550 independent Alliance firm locations, the Alliance represents nearly every state and includes a comprehensive range of services. Member firms are fully autonomous, united in mindset, caliber of service, and spirit of collaboration, to the benefit of all involved – BDO and its clients, Alliance members and their clients.

We have been consistently named a “Best Place to Work”, are listed as a “Fastest Growing Private Company” and have been named one of the Top Accounting Firms in the San Francisco Bay Area, as well as the Best Accounting Firm by Best of Small Business Awards.

Our managing partner, Stephen D. Mayer was a former CEO and co-founder of Burr Pilger Mayer (BPM), prior to founding SD Mayer & Associates in 2012. Steve brings his core values and over four decades of experience to his new firm: helping clients be successful in business and in life, investing in and serving the community and having fun.

Community & Corporate Responsibility

SD Mayer & Associates was founded on the idea of investing in and giving back to the communities where we live and work. With that in mind, we volunteer our time to a wide range of community organizations, nonprofits and volunteer groups, including SF-Marin Food Bank, SF Chamber of Commerce, Sabore’s Well, Boys & Girls Club of San Francisco and many more. Many of our staff members also hold leadership positions in these organizations, serve on boards or help fundraise to support these organizations.

The Mayer Foundation routinely supports local causes, including the fires that impacted large regions of the North Bay in 2017. Employees donated $10,000, which included a mini van provided by Steve Mayer to a family that had lost everything.

The 5 Bucket 4 Shovel Foundation was created to support financial literacy in young adults transitioning from high school to college who are in need of basic personal finance skills to understand a paycheck, do their taxes, apply for a credit card and avoid debt. The foundation is supported not only through the generous donations from our partners, but also through all sales of our books, 5 Shovels, 4 Buckets, a Beach and a Map: A Guide to Personal Finance; and our book, The Toughest Guy I Ever Knew and Other Short Stories. Proceeds are used to purchase financial literacy materials provided for free to students.

Our Other Companies

SDM Advisors

SDM Advisors is a branch of SD Mayer, handing all of the firms retirement benefit plan and wealth management. Our corporate retirement services were created to support senior management with design, implementation and maintenance of your company’s retirement plan. Find out more at their website.

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