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With a focus on applying technology and a fresh way of thinking to each client engagement, SDM is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SDM will have your back as your trusted advisor.

Services Offered

At SDM, 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. LEARN MORE »
SDM 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. LEARN MORE »
Whether you are a startup or an established company, you might have questions that requires outside expertise. SDM 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. LEARN MORE »
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