SD Mayer Client Testimonials

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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 accountants for construction companies and industry
    Construction
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    SD Mayer accounting for media industry companies
    Entertainment & Media
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    US Income 990 Tax Forms
    Real Estate Investors and Agents
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    Find your nonprofit’s next leader with a team and a plan
    Nonprofit
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    SD Mayer accounting for retail stores
    Consumer & Retail
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    Families With College Students May Save Tax on Their 2017 Returns with One of These Breaks
    Educational Institutions
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    gloved hands holding medical sample - Medical industry accounting services
    Healthcare & Life Sciences
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    SD Mayer manufacturing industry accounting
    Manufacturing & Distribution
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    SD Mayer professional services shaking hands in business setting
    Professional Services
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    Technology & Telecom
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    SD Mayer accounting for energy companies and industry
    Renewable Energy
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    Wineries & Vineyards
    Wineries & Vineyards
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    stock market volatility
    Oil and Gas
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    SD Mayer Government accounting services - american flag
    Government
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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

    Common accounting pitfalls for startups to avoid
    Common Accounting Pitfalls For Startups To Avoid
    Accounting is a critical element when launching a successful business venture. Unfortunately, it’s also an area where startups tend to …
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    Is your revocable trust fully funded?
    Is Your Revocable Trust Fully Funded?
    A revocable trust — sometimes known as a “living trust” — can provide significant benefits. They include the ability to …
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    Give your organization’s members a reason to renew
    Give Your Organization’s Members A Reason To Renew
    When inflation is high, it’s common for people to cut expenses by deciding not to renew subscriptions and memberships. For …
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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!