FINANCIAL SERVICES
From one financial firm to another, we understand your business and the issues you face. Like you, our primary objective is providing excellent services to our clients, but running a business can eat up limited resources. For financial firms, SD Mayer is committed to providing the insights and perspectives you need to succeed now and in the future. Through careful consultation with your team, SD Mayer experts build integrated business and accounting solutions to address your specific needs.
CASE STUDY
Financial Services Company Improves Financial Operations By Upgrading Accounting System with SD Mayer
SD Mayer advised Wulff Hansen, an investment banking and securities firm, as they transitioned to a new CFO while not disturbing the existing financial flow of the company.
Banking
Credit Unions
Finance
Insurance
Investment
Retirement Services
Services Offered
AUDIT & ASSURANCE
At SD Mayer, our audit, assurance and advisory services procedures are tailored to address the risks facing each of our clients and to focus on the areas that matter most. Our goal is not only to provide the desired services to our clients in an efficient way, but also to add value to their business. We help you assess and ensure the quality of information used to make critical decisions, formulate solutions to business problems, and evaluate the financial performance of your company.
TAX
SD Mayer understands the unique tax challenges faced by our clients – individuals, corporate clients or nonprofits. We can work with your in-house finance department or handle your taxes on an outsource basis to come up with a strategy that meets your financial goals and saves you money.
ADVISORY
Whether you are a startup or an established company, you might have questions that requires outside expertise. SD Mayer offers technology consulting and cloud solutions dedicated to helping you succeed and meet your changing needs. We also offer outsourced finance and accounting services when you are resource strapped and need a trusted business advisor to handle your day to day bookkeeping, payroll and audit preparation work.
