Peninsula / San Mateo Office

San Mateo Accounting and Advisory for Life 

At SD Mayer, your financial success is our number one priority. We take pride in our close relationships with our clients. We’ll work with you to determine your needs so we can offer customized, comprehensive solutions unique to your financial situation. 

Our San Mateo office is located just minutes from some of the most well-known biotech and technology companies. Our financial advisors and CPAs can work with small- to medium-sized businesses and organizations in person or virtually in a cloud-based environment. And as a member of the BDO Alliance USA, we’re ahead of the curve in terms of our consulting capabilities, expertise, resources and technical knowledge — making us a full-service financial accounting firm you can depend on.

Our Focus Areas

However you choose to work with our team, we take an all-inclusive approach to your accounting and tax needs. Whether you require simple bookkeeping services or a complete accounting and financial planning solution, we can help. We tailor our solutions to your situation.

We offer customized accounting, wealth management and financial planning in San Mateo and worldwide, serving:

  • Private businesses
  • Nonprofit organizations
  • Private and independent schools
  • Individuals and families

Our Services

We offer the following financial planning solutions for companies or organizations with 1,000 employees or less: 

  • Audit and assurance: Our experienced auditing team conducts crucial audits to protect your business or organization. We can prepare you for inspection and conduct risk assessments to mitigate the risk of future audits. 
  • Tax planning: Whether you’re a business, individual or nonprofit organization, our experienced specialists will thoroughly evaluate your revenue streams, past taxes, current economic conditions and changing tax laws to create an economical tax strategy tailored to your needs. 
  • Outsourced accounting: Our outsourced accounting services range from standard bookkeeping and payroll to full-time CFO responsibilities. We can help you manage day-to-day business expenses with budgeting and accounting assistance or help you with financial statement preparations. 
  • Business advisory: Having an experienced business advisor you can trust is paramount. We offer strategic business planning services to set you up for success. Count on us for financial reporting, budgeting and forecasting, succession planning, retirement plan consulting and much more. 

The Advantages of Working With SD Mayer

Investing in customized business advisory and accounting services with SD Mayer affords several benefits:

  • Time savings: Outsourcing tax preparation and accounting services leaves you with more time to focus on fostering relationships with employees and customers. 
  • Improved efficiency: Our accounting team has in-depth expertise in various industries, affording you the best possible results. 
  • Bespoke solutions: We’re committed to our mission to provide personalized accounting and business advisory solutions for life. We build personal, long-lasting relationships with our clients. You can rely on us to answer your financial questions now and well into the future. 

Contact Us Today to Learn More About Our Holistic Financial Planning Solutions

Learn more about how our holistic approach to accounting and advisory services can help you secure your family, business or organization’s financial future. Contact us today for more information! 

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All of the creativity and technical expertise surrounding us keeps us up to date with the latest thinking so we can serve you better.

We always look forward to a new conversation, so drop us a line or give us a call.

Menlo Park Office
640 Menlo Avenue, Suite 2
Menlo Park, CA 94025