Case Studies

Bayview Hunters Point Foundation

Outsourced Accounting | Audit

Bayview Hunters Point Foundation is located in San Francisco and has a mission to build a community that is empowered, clean, safe and healthy.

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Armus Corporation

Retirement Benefit Plans

Established in 1991, Armus Corporation, a healthcare technology solution provider, sought assistance in finding a retirement plan that better suited the growing company.

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Books Inc.

Outsourced Accounting | Technology

The oldest independent bookseller on the West Coast, Books Inc. struggled with manual accounting processes until the SD Mayer team integrated NetSuite into their company.

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California Humanities

Outsourced Accounting | Retirement Benefit Plans

California Humanities, a nonprofit group that wants to foster a sense of shared diversity and culture while watching the humanities thrive in California, transitioned to an organized financial record system that provided the transparency it needed with the expertise of SD Mayer.

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Davenport Family

Wealth Management

When a family tragically faced the unexpected death of the husband—their primary financial caretaker—SD Mayer eased their financial concerns by providing wealth management and retirement planning advice.

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Glass Family

Wealth Management | Family Office

When the husband and finance planner of a family suddenly fell ill, SD Mayer provided the financial management necessary until he could recover.

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Lahlouh

Outsourced Accounting

Lahlouh is a printing, packaging, mailing, and marketing
fulfillment company based in Burlingame, California. SD Mayer worked to improve internal accounting processes and map out solutions for financial reports.

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Quince Restaurant

Outsourced Accounting | Technology

A prominent and highly regarded San Francisco dining experience, Quince restaurant benefitted from SD Mayer’s Outsourced Accounting practice group linking their financial systems and increasing efficiency.

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Salesian Boys & Girls Club

Outsourced Accounting | Audit

The Salesian Boys’ and Girls’ Club (the Club), is a nonprofit that celebrates the modern youth and is located in San Francisco, hosts athletics, library resources and more.

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Wulff, Hansen & Co.

Outsourced Accounting | Audit

SD Mayer advised Wulff Hansen, an investment banking and securities firm’s, transition to a new CFO while not disturbing the financial flow of the company.

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Vineti Inc.

Outsourced Accounting | Audit

Vineti has created a software platform to drive and scale personalized therapies, such as cell therapies, gene therapies and cancer vaccines.  They are located in San Francisco, and around the globe.

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