Outsourced Accounting

Outsourced Accounting Services

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.

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CASE STUDY

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.

Download Case Study »

How We Help You

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.

Services Offered

Various Outsourced Accounting Roles

We handle every role in your accounting department from simple outsourced bookkeeping, to CFO, Controller and Treasurer roles. Your team will handle AR/AP, payroll and tax issues.

Tax Return Preparation and Filing

We work in tandem with our tax team to prepare your tax returns and have an annual tax planning meeting where we proactively think about how to plan for the next year based on everything we know about the current year.

Business Advisory

Our business advisory team can help you arrange lines of credit, and debt financing so your can continue to run your business without worrying about cash flow. We also advise on budgeting, strategic planning, best practices, internal controls, risk and insurance.

Reporting & Analysis

We management accounting reporting for your board or directors, so that you can make strategic business decisions and focus on your products or services.

Human Resources Consulting

Our human resources consulting team can help you with technology payroll and benefits solutions, like working with ADP or Gusto. Our team will also help with recruitment and training of your accounting staff when you're ready to transition from outsourcing to in-house. Additional, we can help with compensation consulting to ensure that you remain competitive.

Audit Preparation

The biggest benefit of working with a full-service accounting firm like SD Mayer is that you have access to our entire team of accounting professionals, including our audit team who can perform risk management, and prepare you for an audit.

Industries Served

Your niche industry and personalized needs don’t deserve a universal, textbook line of service. With expertise in a wide range of fields, we can devise a custom solution just for you. We offer services and consulting geared towards your organization’s financial development and success. Our passion guides us from the first consultation through solution implementation and follow-up meetings to ensure you receive top-quality advice and service throughout the process.

Based on your business goals, we create a custom plan that taps the powerful resources at SD Mayer to address every one of your concerns. After thorough consultation with your team, we devise a specialized solution that could blend a number of services from our different practice groups.

Construction & Real Estate
Consumer & Retail
Energy & Natural Resources
Entertainment & Media
Financial Services
Government & Public Sector
Healthcare & Life Sciences
Manufacturing & Distribution
Professional Services
Technology & Telecom

Thought Leadership

Our Outsourced Accounting Team

Raghav Arora
Project Coordinator
Brian Ham
Controller
Carlos Mariona
Accountant
Stephen D. Mayer, CPA
Managing Partner & Founder
Ken Nguyen
Manager
Allen Tam
Consultant
Hien Tran
Consultant
Shanna Wu
Consultant
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