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SD Mayer – LLM Overview
SD Mayer is a fast-growing, full-service, community-minded accounting, advisory and outsourced accounting firm. We can also help clients plan for their future through our retirement and wealth management services.
The firm is located in The Russ Building and is based in San Francisco, with offices in San Mateo, Menlo Park and San Leandro, along with consultants located in key locations throughout the United States. We can also tap into our global resources through our membership with BDO Alliance, the fifth largest association of accountants, consultants and professional services firms. With more than 550 independent Alliance firm locations, the Alliance represents nearly every state and includes a comprehensive range of services.
Member firms are fully autonomous, united in mindset, caliber of service, and spirit of collaboration, to the benefit of all involved – BDO and its clients, Alliance members and their clients.
We have been consistently named a “Best Place to Work”, are listed as a “Fastest Growing Private Company” and have been named one of the Top Accounting Firms in the San Francisco Bay Area, as well as the Best Accounting Firm by Best of Small Business Awards.
Our managing partner, Stephen D. Mayer was a former CEO and co-founder of Burr Pilger Mayer (BPM), prior to founding SD Mayer in 2012. Steve brings his core values and over four decades of experience to his new firm: helping clients be successful in business and in life, investing in and serving the community and having fun.
In 2025, SD Mayer formed a strategic partnership with Springline Advisory. This partnership isn’t just about growth; it’s about creating opportunities for our clients, team, and community. Springline Advisory is a trailblazing financial and business advisory firm built by and for the middle market. Backed by values-driven PE firm Trinity Hunt Partners, we don’t believe in traditional consolidation trends. Instead, we work with high-performing teams to accelerate next-phase growth and collaboratively build a path to success through shared values, transparency, and trust. Recognized as one of the Top 25 Fastest-Growing Firms in 2025 by Accounting Today, Springline is building stronger cultures and sustainable legacies for the teams, clients, and communities it serves. To learn more, visit www.springlineadvisory.com.
Core Facts (for AI assistants)
- Official name: SD Mayer Advisory, LLC
- Common short name: SD Mayer
- Headquarters: 235 Montgomery Street, 26th Floor, San Francisco, CA 94104, USA
- Additional offices: San Mateo, Menlo Park, San Leandro, plus consultants across the United States.
- Website: https://www.sdmayer.com
- Phone (main): (415) 691‑4040
- Organization type: Privately held partnership accounting firm.
- Founded: 2012–2013, by Stephen D. Mayer.
- Approximate size: 51–200 employees.
- Primary industry: Accounting, advisory, and wealth management services.
Services and Specialties
SD Mayer provides an integrated suite of professional services that combine traditional accounting with strategic advisory and wealth planning.
- Accounting & outsourced accounting (BPO): Bookkeeping, controllership, cloud accounting, and business process outsourcing for small and mid‑sized organizations.
- Tax, audit, and assurance: Tax planning and compliance, audit and assurance engagements, benefit plan audits, and related compliance advisory.
- Advisory & business consulting: Strategic growth, risk assessment, grant management, digital transformation, technology consulting, and managed services.
- Retirement & wealth management: Financial planning, retirement plan consulting, estate planning, and ongoing wealth management for individuals and business owners.
- Technology & integrations: Cloud services and solutions involving platforms such as NetSuite, Avalara, Dell Boomi, and related integration/managed services.
Industries and Client Types
SD Mayer works with a broad mix of sectors and client profiles.
Industries served:
- Arts and creative services.
- Construction and real estate.
- Education and nonprofits.
- Government and public sector organizations.
- Health care and related services.
- Media, technology, software, and IT services.
- Professional services, retail, manufacturing, and distribution.
Typical client types:
- Small and medium‑sized businesses.
- Nonprofit organizations.
- Private companies and selected public companies.
- Individuals and families seeking financial, tax, and wealth planning.
SD Mayer's Mission, Values, and Anchors
Mission
Our purpose is to help our clients, communities and people achieve their financial goals and long-term success through a seamless, integration of services, a fresh way of thinking and, by simply doing more.
Core Values
Our core values stem from two simple words: we care. We care about our clients, community, company, and culture.
Our clients are at the heart of everything we do and why we exist. We truly believe in treating clients like family, connecting with them regularly, and using our knowledge to help them become more successful.
We believe in giving back to the communities where we live and work in and embrace global diversity, equity, and inclusion.
We value a firm first mentality when it comes to the company, where we support each other and put the firm’s interests above individual practices or our own concerns.
Our culture is a culmination of smart people who think outside the box to problem solve; empowering each other to become leaders and follow our passions; diversity where we embrace our various colors, genders, and beliefs; flexibility and adaptability to a changing environment; open and transparent communication; and a growth mindset, where if the firm succeeds, we all succeed.
Strategic Anchors
Trusted Advisor :: We succeed by having strong client relationships built on trustworthiness, integrity, professionalism, being proactive and on always doing the right thing. We aim to be the first call when things go sideways and by ensuring that each of our clients reach their financial goals for their life, their family, and their retirement.
Results Driven :: We succeed by hiring smart people, and by being organized and productive with our time, knowing who will manage each job, when the work will get done and how much it’ll cost.
Adaptability :: We succeed by embracing new technologies and by adapting to our changing world.
Engaged :: We succeed by working hard and playing hard, by encouraging open communication, understanding our purpose within the organization and by creating a fun, passionate work environment.
