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Our Approach

Whether you are a start-up or a well-established company, focusing on your business should be your top priority. Our team of outsourced accounting, bookkeeping and payroll services specialists can personalize a complete outsourced financial and accounting solution that is scalable to your growing needs, while keeping your expenses down.

At SD Mayer, our solutions range from routine outsourced bookkeeping and payroll, to full-complement CFO/Controller/Treasurer roles, to all-encompassing “trusted business advisor” relationships. Our outsourced accounting team offers deep intervention and productive strategic relationships, attacking a broad range of financial issues—ideally in combination with cloud-based solutions to maximize best practices, internal controls, and efficiencies.

As one of the top San Francisco Bay Area outsourced accounting firms, our personalized outsource accounting services professionals can work on-premises or remotely, and serve as your in-house accountant at a lower cost than hiring an employee. Our technology team can also offer Quickbooks support for business owners that choose to handle their own bookkeeping but need a hand every now and then.  We can set-up your Quickbooks files, help with troubleshooting issues and train staff on best practices.

Outsourced Accounting Services include:

  • Outsourced bookkeeping, AR/AP
  • Various outsourced accounting roles to fit your unique needs
  • Tax return preparation and filing
  • Outsourced CFO/Controller/Treasurer roles
  • Arrange lines of credit and other debt financing
  • Address payroll and tax issues
  • Advise on budgeting, strategic planning, best practices, internal controls, risk and insurance, and debt collection
  • Management accounting reporting for boards and directors
  • Audit preparation
  • Recruitment and training of accounting staff
  • Cash management
  • Compensation consulting
  • Profit analysis
  • Outsourced HR solutions, including use of the Gusto platform for benefits and payroll management

Nonprofit Improves Efficiences and Accuracy Through Outsourcing to SD Mayer

The Salesian Boys and Girls Club located in San Francisco hosts athletics, library resources, and more. A nonprofit that celebrates the modern youth, this organization struggled with bookkeeping and organizing their finances.

Read about the challenges The Salesian Boys and Girls Club faced and the outsourced bookkeeping services and technology solutions SD Mayer provided to increase efficiencies.

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 outsourced 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.

Emerging Growth Sector
This team of outsourced accounting services specialists focuses soley on our emerging growth clients, looking for venture capital, seed-funding or are in start-up mode and need a little extra help on the back-end with their limited capital. SD Mayer can help with monthly close, regulatory compliance, investor reporting, financial planning & analysis (FP&A) and development of policies, procedures and technical accounting memos.


Nonprofit Organizations

Our nonprofit outsourced accounting team focuses solely on helping nonprofit clients maximize their limited budgets, while improving efficiences and reporting to their boards. In some cases, they handle the daily bookkeeping tasks and help establish accounting procedures, while in other cases we plan and implement a full-fledged accounting system and train the team to use it.


Small- to Mid-sized Enterprises
As a small- to mid-sized business ourself, we understand the challenge that comes with managing the back-end while trying to deliver the best possible customer experience on the front-end. Our outsourced accounting services team helps you with you payroll and bookkeeping needs, while you do what you do best—serve your clients. We will provide you with regular reporting and provide strategic insights at a CFO-level that help make your business run smoother and more efficiently, boosting your bottom-line.


The Team

Stephen D. Mayer, CPA
Founder & Managing Partner
Brian Ham
Julia L. Mikesell, CPA
Outsourced Accounting Manager
Ken Nguyen
Outsourced Accounting Manager
Eric Anderson, CPA
Senior Consultant
Debra Steineman
Senior Consultant
Allen Tam
Shanna Wu
Hien Tran
Lulu He
Robert Navarro
Ronald Pierce
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