Small and medium-sized businesses often need help preparing for or executing an audit to meet today’s stringent regulatory requirements. A trusted third-party auditing service that specializes in working with organizations with up to 1,000 employees can serve as a valuable business partner.
SD Mayer offers a variety of external audit, compilation and review services to SMB clients in Silicon Valley, the San Francisco Bay Area and beyond. Our expert audit services help nonprofits and private organizations manage risk more effectively and enhance business performance. We’ll take the time to understand the unique challenges your organization faces, enabling us to plan and execute a comprehensive, efficient audit that addresses these issues.
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 are 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.
As a smaller business advisory firm, SD Mayer provides the personalized service and attention that your organization deserves. We believe in open communication — our goal is to establish and maintain relationships with each client that extend beyond the initial engagement. We’re always available to discuss any areas of concern and keep you abreast of regulatory and other changes that impact your business. By helping you resolve your most pressing financial challenges, we strive to become your trusted advisor for life.
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.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
Learn more about how our auditing and business advisory services in the Bay Area, Silicon Valley and beyond can benefit your organization. Contact us for additional information and let us know how we can serve you.
San Francisco Office
Kelly has been with the firm since 2018, working in the audit practice. She came to us through an internship through CalPoly and her commitment and experience lead her to be hired full-time. Kelly has internship experience at both Moss Levy & Hartzheim LLP and Deloitte. She is skilled in analyzing financial statements, performing financial report audits and collaborating with our small audit team.
Kelly has a Bachelor’s degree in Accounting from Cal Poly SLO.
Founder & Managing Partner
San Francisco Office
Steve Mayer is the Founder and Managing Partner of SD Mayer & Associates, an accounting, consulting, and wealth management firm located in San Francisco.
Prior to SD Mayer, he was the CEO of a large regional accounting firm, Burr Pilger Mayer (BPM). Steve has also been involved in several other businesses including a number of restaurants, co-founder of Presidio Bank, and an owner of Books Inc., a bookstore chain.
On a professional basis, Steve’s accounting, consulting, and wealth management career gives him the ability to work with his clients on accounting, tax, M&A, business advisory and strategic planning.
Steve has been very active in the community and over the last 40 years has served on more than 15 non-profit boards including the San Francisco Chamber of Commerce, Bay Area Council, and Riordan High School, to name a few.
He has recently published three books, and lives in San Mateo with his wife of 27 years and their three children.
When he turned 60, he did an Ironman just to make sure he was still in shape.
Menlo Park Office
Julie has been with the firm since 2013 and has been in public accounting for 26 years, licensed for 23 years. She specializes in nonprofits, and is multi-talented, working in our outsourced accounting, tax and audit departments. She is one of a handful of people that works out of our Menlo Park office full-time.
Prior to SD Mayer, she worked with Steve at his prior firm, BPM, and then also worked with our partner, Joanne, at their prior firm, Brown Adams. She has a Bachelors degree from San Jose State University.
San Mateo Office
Elias has over 25 years of auditing and assurance experience, and became a certified public accountant in 2002. His audit experience includes nonprofit organizations, private businesses, broker-dealers and public companies. He is well-versed in all aspects of accounting, auditing and finance. Elias has been with SD Mayer since the inception of the firm in 2012.
Elias has a Bachelor’s degree in Business Administration, Accounting & Finance from Cal State East Bay.
Professional Support Specialist
San Francisco Office
Bhonie has been with the firm for over two years, and is currently working in both the tax and audit departments. He helps the teams with engagement letters, mailing tax planners, pre-populating tax returns and with all other administrative tasks.
San Francisco Office
Tina started with the firm in 2021 after working as a bookkeeper for a San Francisco-based company for three years. At that company Tina, compiled analytical reports, assisted the controller with monthly close, and reconciled and entered daily/weekly sales. At SD Mayer, she will be working in our audit and assurance department.
Tina has a Bachelor of Arts in Economics and Accounting from UC Santa Barbara, has participated in the Professional Preparation Program for Accounting at UCSB Extension, and has attended The London School of Economics and Political Science, City College of San Francisco.