Union Audit Preparation Services

Local Union Audit Preparation in San Francisco and Beyond

SD Mayer is an experienced accounting and advisory firm that can serve as your valued financial partner at every stage of your labor union’s life. Industries throughout the Bay Area and Silicon Valley depend on our extensive business acumen and technical expertise to help them manage risk more efficiently and meet their business objectives. We focus on helping nonprofit and private organizations with 1,000 members or less by providing a wide range of financial services tailored to their unique needs.

Our Holistic Approach to Financials

Unlike other union audit firms in the Bay Area, SD Mayer takes a more holistic approach to serve the total financial needs of our clients. By taking the time to assess the big picture, we’re able to develop and implement an integrated strategy encompassing other crucial areas such as tax planning, business advising and consulting, accounting and more. Our goal is to become a trusted partner you count on when making critical decisions that impact your organization now and in the future.

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What Makes Us Different From Other Union Audit Firms?

When you choose SD Mayer for your auditing and financial needs, you get:

  • Excellent service: As a smaller organization, we’re able to provide a level of personalized attention that bigger firms cannot match. You’ll always be more than just another account number or name on a list of clients.
  • Open communication: We believe that our ability to deliver exceptional service comes from our focus on communication. We’ll keep you up-to-date throughout the auditing process, and we’ll be available to answer your questions and address any concerns long after the initial engagement.
  • Solution-based approach: Auditing and other financial procedures can be a source of confusion for many labor unions. We’ll work closely with you to identify the issues that are impacting your organization and develop clear-cut procedures for resolving them.
  • Tailored services: Another benefit of being a smaller union audit firm is our ability to be flexible. We can customize any of our services to meet your unique requirements. This approach yields more targeted, reliable results than the one-size-fits-all procedures implemented by other firms.
  • Unique expertise: Because we have extensive experience working with labor unions in a wide range of industries, we have insight into the financial challenges they face. We’re often able to anticipate auditing issues and other situations and address them in the early stages. We’ll help you avoid circumstances that can have detrimental short-term and long-term ramifications for your local union.

Our Audit Services for Labor Unions

The audit preparation services we offer for labor unions include:

  • Financial statementsWe’ll conduct a risk-focused financial analysis to identify, document and assess the processes and controls your organization has implemented as part of its risk management procedures. We’ll also perform a fast, efficient audit of all relevant financial statements and disclosures.
  • Payroll auditsOur union payroll audit and compliance services ensure that employers are making the required contributions to the unions as well as the employee benefit plans.
  • Department of Labor reporting: We’ll assist with the preparation of the LM series of forms as required by the Labor Management Reporting and Disclosure Act. The LMRDA provides public information about the union as well as its officers and employees, employers, surety companies and labor relations consultants.
  • Reviews and compilationsFor situations that do not require a comprehensive audit, we can perform less analytic reviews of financial statements and other documents as well as provide limited assurance that additional material modifications are not necessary. We can also conduct compilations where we assemble and present your union’s pertinent financial information without providing assurances regarding the need for modifications.
  • Agreed-upon procedures:  We will prepare detailed reports that focus on any areas that you choose. As agreed-upon procedures are not mandatory financial statement audits, your union has the freedom to select the processes you want us to design to help you meet targeted objectives. We’ll also prepare a comprehensive report that details our findings.
  • Risk assessmentSD Mayer can help you manage risk more effectively by executing a thorough evaluation of your union’s risk exposure and developing reliable mitigation strategies as required.

Our Reach Extends Beyond the Bay Area

Labor unions are vital organizations that strive to create better working conditions and protect the rights of employees such as teachers, firefighters, farmers, nurses and many others. Local unions receive a charter from a larger national or international union that typically includes workers from the same organization or region.

As with other organizations, labor unions must deal with a continually changing and evolving regulatory environment regarding their finances. Meeting governmental reporting requirements and the need to maintain meticulous labor accounting records pose significant challenges for any local union. Having access to an experienced, trustworthy auditing firm is crucial to stay abreast of your reporting responsibilities and stay compliant.

With offices in San Francisco and Menlo Park, SD Mayer provides prompt, attentive auditing services to unions in the Bay Area and Silicon Valley. We also work with organizations throughout California, across the United States and around the world. If coming to your office isn’t a viable option, we’ll be happy to meet with you and your team and conduct the audits remotely.

Industries We Serve

We serve as a valued union audit advisor for local organizations in industries such as:

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

Learn More About Our Union Audit Preparation Services

Whether you’re in Northern California or anywhere in the U.S or the world, SD Mayer is ready to provide tailored auditing solutions for your local labor union. We’ll be happy to discuss your situation and provide additional information about our services. Contact us today to learn more about how we can serve you.

Thought Leadership

Our Audit Team

Kelly Hsu
Audit Senior
Stephen D. Mayer, CPA
Managing Partner & Founder
Elias Tarabay, CPA
Partner, Audit & Assurance
Kevin Wang, CPA
Senior Audit Senior
Bonifacio Zablan
Professional Support Specialist
SD Mayer