Audit & Assurance

Audit & Assurance Services

The audit services team, assurance services professionals and financial advisors at SD Mayer combine business, market, and technical skills to deliver objective advice and expert guidance to help our clients grow their business, improve their performance, and manage risk more effectively. From assurance to audit services, San Francisco Bay Area organizations depend upon our industry knowledge and expertise. We provide external audit, review, and compilation services to a wide range of clients, with a focus on private companies and nonprofit organizations in the San Francisco Bay Area. We strive to understand the industries, business environments, and challenges our clients face in order to help them achieve operational and financial successes.

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We Understand Your Organizational Needs

When SD Mayer performs an audit, a critical step is understanding our client’s operations and the unique factors which differentiate your company. We develop a thorough understanding of your activities, operating systems, personnel and special needs. We use this information to plan a complete but efficient audit; areas which require more attention are identified and unnecessary or redundant procedures are eliminated. Our team ensures that all aspects of the organization is scrutinized to ensure fiscal health of the organization. We have tailored our approach based on our advanced understanding of nonprofits, startups and public & private companies, audit requirements and the unique needs of your specific organization.

Problem Solving & Open Communication

In order to meet and exceed your expectations, we are diligent about maintaining open communications throughout the entire engagement. In our experience, this results in a more effective engagement. Further, we believe in maintaining a relationship with our clients all year long rather than just during the engagement. We aim to be your trusted financial advisor, and we encourage all of our clients to come to us with any and all of your financial and business needs.

Added Value For Your Business

At SD Mayer, our audit, assurance and advisory services procedures are tailored to address the risks facing each of our clients and to focus on the areas that matter most. Our goal is not only to provide the desired services to our clients in an efficient way, but also to add value to their business. We help you assess and ensure the quality of information used to make critical decisions, formulate solutions to business problems, and evaluate the financial performance of your company.

Our experts at SD Mayer are available to our clients year round to discuss any areas of concern and to help them interpret and apply the new accounting rules that have the greatest impact on their business. With our audit services, clients receive the most up-to-date information offered in the San Francisco Bay Area.

  • Individuals

    Producing quality audits is of paramount importance to the firm. Key to our approach are understanding clients’ businesses, having rigorous internal quality assurance procedures and ensuring the firm has outstanding technical knowledge.

  • Nonprofits

    Expert audit and assurance services tailored to the unique needs of nonprofit organizations. SD Mayer’s history and expertise in nonprofit audit and assurance services can help your organization manage risks, improve practices, and provide meaningful financial reporting.

  • Private Companies

    In today’s environment, a private company is often required to perform annual financial audits, reviews or compilations by third parties such as banks, lenders, investors, regulatory bodies, and other financial partners. SD Mayer offers private company assurance services designed to simplify this process and ensure that your organization’s financial statements are correctly and fairly presented.

Services Offered


An agreed-upon procedure is a standard a company or client outlines when it hires an external party to perform an audit on a specific test or business process. The procedures, which are called audit standards, are designed and agreed upon by the entity conducting the audit, as well as any appropriate third parties.


A financial statement audit is the examination of an entity’s financial statements and accompanying disclosures by an independent auditor. The result of this examination is a report by the auditor, attesting to the fairness of presentation of the audited financial statements and related disclosures.


Stockholders, creditors, and private investors often need assurance that the financial statements accurately represent the true financial position of a company. Your stockholders, creditors, or private investors have different levels of risk tolerance, so we provide various levels of assurance to meet your needs.


The Department of Labor (DOL) requires an annual audit of all employee benefit plans with 100 or more eligible participants. This includes pension plans, 401(k) plans and 403(b) plans, ESOPs and others. While time-consuming, the annual audit is an important safeguard against fraud and abuse. With proper analysis, the audit can also help you more effectively and efficiently manage your employee benefit plan.


Managing risk is a process that assesses a participant’s exposure to potentially harmful situations and develops a plan to prevent such exposure and to address it quickly if it occurs. An assessment of risk is generally conducted as part of the needs assessment and service planning process; it should utilize a person-centered approach.

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 Audit Team

Kelly Hsu
Audit Associate
Lukas Leuthold
Audit Associate
Stephen D. Mayer, CPA
Managing Partner & Founder
Kevin Wang, CPA
Audit Senior
Bonifacio Zablan
Professional Support Specialist
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