Osbaldo has been with the firm since 2021, working in the Outsourced Accounting practice as a consultant.  He provides bookkeeping and bill pay support for his clients, which span all industries.  He has worked in various accounting roles, in accounts payable, by implementing accounting procedures, and compiling capital expenditures.  Osbaldo has worked in accounting and finance in a variety of accounting roles.

Osbaldo earned an Associates degree in Business Administration from Diablo Valley College, followed up by a Bachelors degree in Business Administration, Finance from San Jose State University.

Raghav came to SD Mayer through an internship with USF’s Entrepreneurship and Innovation program. When the internship ended during the summer of 2019, he showed an interest in remaining with the firm working at a project coordinator and also helping out with the outsourced accounting practice. Raghav helps with balance sheets, financial statements and bill pay/payroll.

Raghav has a Bachelor’s degree in Business Communications and a Master’s degree in Entrepreneurship and Innovation.

Tom has over 25 years of experience working in finance and accounting, as a Senior Accountant and an Accounting Manager and controller.  His experience includes general ledger accounts, cash management, accounts payable/receivable, inventory control, reconciliations, and reporting.  Tom recently joined our firm after the last three years in the printing industry. He also has accounting experience in Property Management, Mortgage Banking, and the Health Insurance industries.

Tom has also spent about 10 years in retail marketing/merchandising.

Tom received his associates degree in accounting of Sierra College, and has also attended University of Phoenix.

Meixiao has worked in tax and accounting since 2014. She started as a tax preparer for San Francisco State University, assisting tax filers with intake forms, and helping filers maximize refunds and minimize payments. She worked for Asian, Inc. for over a year, handling AP, AR and payroll, prepared 1099’s, recorded payments and prepared for deposits, posted journal entries and ran reports and financial statements. For nearly 6 years, Meixiao worked for LightHouse for the Blind and Visually Impaired, first as an AP/AR Coordinator and then as a General Ledger Accountant.

Meixiao graduated from City College of San Francisco with an AA Degree in Accounting, and from San Francisco State University with a Bachelor of Science in Accounting.

Brian has worked at SD Mayer since 2014 as the firm’s Controller, also working in the Outsourced Accounting department as an outsourced Controller, as well as supervising the team. Overall, Brian has worked in Finance for nearly 20 years, including as the Finance Manager at another company.

Brian holds both a Bachelor’s Degree in Accounting/Business Management, as well as a Master’s Degree in Business Administration, Accounting & Finance.

Carlos has been with the firm since 2018. Working with our outsourced accounting team, Carlos provides bookkeeping and bill pay support for his clients, which span all industries. He provides full-cycle accounting, financial statements, fixed asset schedule and recording of transactions in the G/L following GAAP principles. Carlos prepares Board presentations that communicate and support analytical findings.

Carlos graduated from San Francisco State University with a degree in accounting.

Steve Mayer is the Founder and Managing Partner of SD Mayer & Associates, an accounting, consulting, and wealth management firm located in San Francisco.

Prior to SD Mayer, he was the CEO of a large regional accounting firm, Burr Pilger Mayer (BPM). Steve has also been involved in several other businesses including a number of restaurants, co-founder of Presidio Bank, and an owner of Books Inc., a bookstore chain.

On a professional basis, Steve’s accounting, consulting, and wealth management career gives him the ability to work with his clients on accounting, tax, M&A, business advisory and strategic planning.

Steve has been very active in the community and over the last 40 years has served on more than 15 non-profit boards including the San Francisco Chamber of Commerce, Bay Area Council, and Riordan High School, to name a few.

He has recently published three books, and lives in San Mateo with his wife of 27 years and their three children.

When he turned 60, he did an Ironman just to make sure he was still in shape.

Patrick started with SD Mayer in 2020 and has nearly a decade of experience in a variety of industries providing budgetary projections, tracking sales, financial analysis, P&L ratios and expense reports.

Patrick graduated from Drew University and has a Bachelor’s Degree in Economics and has lived in both New York and in Washington DC.

Julie has been with the firm since 2013 and has been in public accounting for 26 years, licensed for 23 years. She specializes in nonprofits, and is multi-talented, working in our outsourced accounting, tax and audit departments. She is one of a handful of people that works out of our Menlo Park office full-time.

Prior to SD Mayer, she worked with Steve at his prior firm, BPM, and then also worked with our partner, Joanne, at their prior firm, Brown Adams. She has a Bachelors degree from San Jose State University.

Ken manages projects in our outsourced accounting practice, working with the firm since 2014. He is certified in Quickbooks and is often the first call when we need an implementation for a new client. He provides services like monthly closes, preparing journal entries, monthly accruals and reconciling to the general ledger. Prior to SD Mayer, Ken worked for about 15 years at other companies in accounting, AP/AR.

Ken has a Bachelor’s degree in Economics from UC Davis.

Nick has been with the firm since 2022, working in the Outsourced Accounting practice as a consultant.  He provides bookkeeping and bill pay support for his clients, which span all industries.  He has over five years of experience in accounts payable/accounts receivable, month-end closeing, amoritization and depreciation schedules.

Nick majored in Finance and Economics at Sierra Nevada University.

Hien joined SD Mayer in early-2019, working in our Outsourced Accounting practice. He performs monthly bookkeeping, journal entries, bill pay and reconciliations. Hien has nearly 5 years of experience in accounting.

Hien has a Bachelor’s degree in Mathematics and Computer Science from San Jose State University.

Michael works in our Outsourced Accounting practice as a consultant. He has worked in the investment management industry, working with firms like Bertram Capital and Polkinghorne & Sereno.  Michael joined the firm in March 2020.

Michael graduated from California State University – Stanislaus and has a Bachelor’s Degree in Accounting.

Candice has worked with the firm since mid-2014, handing our internal accounts payable and accounts receivables, and reconciliations. She currently works offsite as a consultant to the firm. She joined the firm after working nearly 5 years working with Steve at his prior firm, BPM. She is currently working out of her Las Vegas home office.