SD Mayer Client Testimonials

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SD Mayer accounting template

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SD Mayer business financial advising

Our Focus +

What Sets Us Apart

We’re motivated by every opportunity to work as your financial partner throughout the various stages of your life, from growing your business to raising your family to retirement planning.

Our goal is to provide holistic personal and business advice which reflects our years of combined service experience as one of the most highly regarded, full-service accounting, advisory, and wealth management firms in the San Francisco Bay Area, serving clients here and worldwide.

Contact Us Today

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PRIVATE BUSINESSES

In the same way we work on our own nonprofit, we enjoy playing a role with our nonprofit clients as they work toward fulfilling their mission.

NONPROFITS & SCHOOLS

In the same way we work on our own nonprofit, we enjoy playing a role with our nonprofit clients as they work toward fulfilling their mission.

FINANCIAL SECURITY

In the same way we work on our own nonprofit, we enjoy playing a role with our nonprofit clients as they work toward fulfilling their mission.

INDIVIDUALS & FAMILIES

In the same way we work on our own nonprofit, we enjoy playing a role with our nonprofit clients as they work toward fulfilling their mission.

SD Mayer accounting - how we stand out
WHAT WE DO + HOW WE DO IT

The SD Mayer Difference

What We Do

Because we are a fully staffed financial planning, wealth management, and accounting services firm, we are well suited to advise and manage all aspects of your individual financial security including estate planning, tax planning, insurance, investments, and portfolio management.

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How We Do It

Our fully staffed office is ready to address all areas of accounting, financial planning, wealth management, estate planning, and taxes to help ensure your success in life and in business.

When you hire the team at SD Mayer, you aren’t just hiring a tax guy or a bookkeeper, you are gaining over 40 years of experience of advisory services, including strategy, planning, and consultation. We’ve helped individuals create financial plans that help them meet their financial goals for today, while also creating a robust retirement plan for the future. For nonprofits, businesses, and corporations, we’ve helped with litigation support, strategic growth, and bookkeeping/payroll support to help them thrive.

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CONTACT US +

Get In Touch

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    SD Mayer accounting and financial services
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    OUR INDUSTRIES +

    Who We Serve

    SD Mayer is proud to have a staff that includes business owners and industry experts. The advantage of having a diverse knowledgebase is that we can provide tailored solutions. We are prepared to address your concerns about your business operations, including corporate governance and legal compliance.

    We have experience serving all of the following sectors:

    SD Mayer accounting for retail stores
    Consumer & Retail

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    SD Mayer accounting for media industry companies
    Construction & Real Estate

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    SD Mayer accounting for financial industry
    Consumer & Retail

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    SD Mayer accounting for energy companies and industry
    Energy & Natural Resources

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    SD Mayer accountants for construction companies and industry
    Entertainment & Media

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    SD Mayer Client Testimonials
    TURNING CLIENTS INTO FAMILY +

    Hear From Our Clients

    The team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices. Highly recommended for a bootstrapping startup that needs to up their game. Great team to work with! Friendly, responsive and accurate. Just what you need.

    – Kevin Christy, CCO at Lightsource
    THOUGHT LEADERSHIP +

    SD Mayer News & Updates

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    JOIN OUR TEAM +

    Looking to Start Your Career?

    Begin your journey in the financial industry with our close-knit family environment here at SD Mayer!