Nonprofit Business Advisor

Your nonprofit helps people in need by giving them services or providing support they may otherwise lack. The more time you can spend concentrating on your core mission, the more people you can assist. Taking financial planning off your to-do list can free you to focus on your core commitment to making the world a better place.

SD Mayer & Associates provides the nonprofit financial planning services you need. Nonprofits face a range of financial issues that are unique to the industry. Perhaps you want to find ways to save money, or you face an upcoming audit and want help navigating the process.

Your advisor should have a thorough understanding of these things and be equipped to handle them. We have worked as a nonprofit financial advisor in the San Francisco Bay Area and Silicon Valley, and we have the knowledge and expertise to guide your nonprofit to smart decisions.

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What Can Our Nonprofit Investment Advisors Do for You?

We are a one-stop shop for all your financial needs. SD Mayer offers a range of services tailored to nonprofits, including:

  • Audit assistance. We can assist with nonprofit single audits, including meeting regulatory demands and providing details on how you spent your funding in order to avoid federal penalties.
  • Accounting. Our team can handle all your accounting tasks, including accounts payable, accounts receivable and payroll. We can work in-house or remotely, depending on your preference.
  • Tax services. We understand nonprofit tax policies and can assist you with protecting what you earn. We know strategies that can mitigate your risk of an audit.
  • Business consulting services. If a grant fails to come through or you fall short of your fundraising goals, you may need a backup source to help you navigate a difficult stretch. We can advise you on financial strategies to save money or open new lines of funding, such as a line of credit.

Why Should You Work With SD Mayer?

Trusting our company with your nonprofit financial planning services offers many benefits. We are an excellent fit for small businesses because we provide the personalized attention you need and deserve. Our small team gives our clients our undivided focus and communicates throughout our work together. You can see that we care and you can feel confident trusting our advice.

Our holistic approach to financial services means we take your entire financial picture into account as we strategize. A personalized recommendation based on your unique situation will always be preferable to an approach that ignores subtle differences between organizations.

You also receive other benefits from selecting SD Mayer, including:

  • Saving you and your employees time. You can focus on your core mission instead of spending time trying to figure out complicated financials.
  • Lowering your costs. Outsourcing costs less than hiring an on-staff accountant.
  • Increasing efficiency. We have the experience and knowledge to do the job right, including insights you might lack from an in-house team.

Contact SD Mayer & Associates Today

With offices in the Bay Area and Silicon Valley, SD Mayer is a convenient and experienced choice for nonprofit financial advisory, no matter where in the country or world you’re located. Get in touch today to learn more about what we do.

Thought Leadership

Our Tax Team

Angelica Beas
Tax Supervisor
Greg Blanton, CPA
Senior Tax Manager
Dina Fanous
Senior Tax Associate
Claire Hyun, CPA
Tax Associate
Helen Johnson, CPA
Senior Tax Manager
Stephen D. Mayer, CPA
Managing Partner & Founder
Chell Norris
Tax Associate
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
Bonifacio Zablan
Professional Support Specialist
SD Mayer