Case Studies

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

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.

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.

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.

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

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.

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.

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.

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.