Regardless of size, we anticipate client needs, are pro-active and have contact with them at least four times a year.

We also routinely find ways to make sure our clients and referrals know we care about them through tokens of appreciation, like a quick note, a book we think they’d find interesting or a bottle of wine.

At SDM, community involvement is one of the core pillars of our business. We believe deeply in giving back to the organizations that have given and continue to give so much to us. Without them, we would just be another accounting firm.

Our employees participate in clean-up days, food bank events, rebuilding homes and some even run their own nonprofit organizations.

We support your personal and professional development through our affiliations with membership organizations we belong to.

• BDO Alliance USA: As a member of BDO Alliance USA, our staff has access to thousands of hours of CPE, training and webinars. We are also able to attend many of the events BDO offers, including their annual conference.
• CalCPA Education Foundation:  As a member of CalCPA, you have access to hundreds of CPE courses that will keep you current as an active CPA.
• Tuition Reimbursement: SD Mayer recognizes that the skills and knowledge of its employees are critical to the success of the organization, encourages higher education, and may pay for some portion of the cost for courses which are directly related to an employee’s current job, or which will help an employee prepare for more responsibilities within the organization.
• CPA Exam Reimbursement: It’s pretty simple–pass the CPA Exam and we’ll reimburse you the costs of the exam, plus you’ll get a monetary bonus.

SD Mayer supports employee retirement preparation and investment by having 401(k) and Roth Profit-Sharing Plans, to which SD Mayer may contribute a discretionary amount based on Company profits. 401(k) plans provide a long-term vehicle to accumulate savings. It offers a convenient, payroll-deductible method for you to supplement your retirement benefits.

Our PTO policy is very generous—in fact, it’s a version of unlimited PTO that allows staff at every level to enjoy time off when they need, with their manager’s approval.  We want our staff relaxed, refreshed and rejuvenated so that they give their best to our clients.

On that same note, we enjoy a number of major holidays like New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving and Christmas.  Often, there are additional days at the end of the year to spend with family.

A flexible spending account (FSA) allows eligible employees to set aside pre-tax contributions to cover certain expenses.

• The health care benefit can be used for plan deductibles, and office visit and prescription co-pays.
• Use the dependent care benefit for eligible child care and/or elder care expenses, such as licensed day care, summer camps and after-school programs.
• The commuting expense benefit can be used for public transportation or qualified parking costs.

Health, Dental and Vision insurance is vital to your well-being. We support this by offering you and your qualified dependents options provided by Kaiser and CalCPA Health.

• Kaiser offers a full service plan that includes physical check-ups, prescriptions, vision, labs & xrays and more.
• CalCPA Health offers one HMO option and four PPO options for employees to choose from for their healthcare needs. Through these options you may or may not have to choose from specific plan participants or specialists.

The Company reserves the right to change or terminate health plans or other benefits at any time. Employees will be eligible for coverage on the 1st of the month following hire date.

Long-term care insurance covers care in the event that you cannot perform two or more activities of daily living or suffer cognitive impairment. We offer the ability for you to purchase additional coverage.

• Dress For Your Day: We work hard all week and believe that flexibility in how you dress isn’t something you should have to worry about. Jean are okay all week, just make sure you look professional and are client-friendly. Ties are optional.
• Health and Wellness Subsidy: We support your desire take care of yourself through mind, body and spiritual activities. For example, if you hit the gym, we’ll reimburse some of the costs once you are eligible.
• Traditions: Steve loves traditions, like the annual after-tax baseball game, or the holiday parties. It’s something we all look forward to and great chance to catch up with each other.
• Monthly Staff Meetings: We’re not talking about departmental staff meetings, either. This is the entire company getting together to talk about the state of the union, meet new faces and get some departmental updates and break bread afterwards.
• Smaller Firm, More Freedom: One thing you can’t get from a large firm is the freedom to make a big difference. Your entrepreneurial way of thinking will help us and in turn, will help you. We’re always looking for big thinkers, who will just get things done and make us better than we already are.
• Community Involvement: Our values include caring for company culture, clients and community. If you want to make a different to our firm and the community, we want to talk to you.
• Work With Steve: Steve has a ton of stories that all have great business insights behind them, just check out his blogs. He’s also started two successful firms, owns several businesses and is an all-around great mentor. Steve has a monthly lunch, where small groups of staff can chat with him and share ideas.