Budgeting, Forecasting & Planning

Our Approach to Budgeting, Forecasting & Planning

SD Mayer understands that a strong, comprehensive budget is the cornerstone of every successful business—improving liquidity, reducing costs and increasing profitability. Our team will help your company maintain optimal cash flow through proven budgeting and forecasting methods. We will analyze your spending and rebalance your budget and/or debt to support the success of your business.

We build close relationships with each client to clearly understand their goals. We leverage this deep understanding and knowledge of your business to help them plan for the future with forecasting, allowing us to create financial projections.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer 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, SD Mayer will have your back as your trusted advisor.

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Thought Leadership

Our Business Advisory Team

Greg Barber
Marketing Director
Angelica Beas
Tax Supervisor
John Benjamin
Director, Business Development
Greg Blanton, CPA
Senior Tax Manager
Brian Ham
Cody Martin
Advisor, Wealth Management
Stephen D. Mayer, CPA
Managing Partner & Founder
Wyatt Nelson
Chief Operating Officer
Ken Nguyen
Daniel P. Rush
Vice President, Wealth Management
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
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