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BUDGETING & FORECASTING

Our Approach

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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For Businesses

In today’s volatile business environment, planning, budgeting and forecasting is an important first step in ensuring that your business will stay on track and meet budgetary goals.  The main purpose of this is to define accountability and measure performance at every level of an organization, while freeing up senior management to analyze data and provide actionable insights.

  • Align budgets with strategic planning
  • Drive financial planning with key performance indicators
  • Focus on future proofing rather than plugging holes after an incident occurs
  • Use rolling forecasting to reflect the evolving nature of your business

For Individuals

If you are an individual looking for financial planning and budgeting assistance, contact our financial advisory team who can help you get started by running the numbers.

 

The Team

Stephen D. Mayer, CPA
Founder & Managing Partner
Brian Ham
Controller
Chris Cardwell, CPA
Partner, Audit
Rick Hillsbery, CPA/PFS, CFP®, CKA®
Partner, Wealth Management
W. Noel McNabola, CPA
Partner, Tax
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