At SD Mayer & Associates, our audit, review and compilation services are ideally suited for nonprofit and for-profit organizations as well as private and publicly owned businesses. When you hire our team to review your documentation, you’ll gain the benefit of having your financial statements assessed, compiled and reviewed by experienced CPAs. Our services provide the peace of mind you need and the assurance your donors, board members, investors, lenders and other stakeholders want.
At SD Mayer & Associates, we have more than 40 years of experience serving the nonprofit, commercial and government sectors. Our CPAs and advisors all come from impressive backgrounds, and they each have the skill, experience and commitment to quality to help you get the financial insights you want with the level of detail you need. We always maintain open communication each step of the way, and we can provide you with service featuring the latest developments in electronic tools and software for the financial industry.
Depending on your organization type, size and financial objectives, a financial statement audit, review or compilation may be the most appropriate solution. These services involve different examination levels for your financial statements, providing varying levels of assurance. No matter which solution you require, you can depend on solutions driven by the most up-to-date regulatory information and required procedures.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
To learn more or schedule an audit, review or compilation of your financial statements in the Bay Area or with the team in our Silicon Valley office location, reach out to us today.
Audit Associate
San Leandro Office
Osbaldo has been with the firm since 2021, working as an Audit Associate. He has worked in various accounting roles, in accounts payable, by implementing accounting procedures, and compiling capital expenditures. Osbaldo has worked in accounting and finance in a variety of accounting roles.
Osbaldo earned an Associates degree in Business Administration from Diablo Valley College, followed up by a Bachelors degree in Business Administration, Finance from San Jose State University. He is currently working on his MBA.
Audit Manager
Fully Remote
Rajat joined the firm in early 2022, working remotely from India. His 5 years of accounting experience includes working for Deloitte in India for 3.5 years, and Ernst & Young in financial due diligence for 1 year. At Deloitte, he has done Statutory Audit work per PCAOB standards and clients in the real estate and energy & oil industries. He has experience being part of the PCAOB inspection as an auditee and participated in preparation for the inspection clearance. He also handled audit of the renewable energy sector, healthcare, and telecommunications industries. His internship was at Vijay Gupta & Jain, which is well recognized in India for statutory audits since 1963.
Rajat has a Bachelor of Commerce from Kurukshetra University, and belongs to the Institute of Chartered Accountants of India.
Senior Audit Associate
Fully Remote
Avery started with the firm in 2023 and works in the audit department.
Audit Senior
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.
Manager
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.
Audit Associate
San Leandro Office
Juelle has worked in our Audit practice since 2023. Her experience includes one year of tax experience working primarily on individual tax returns, and two years of audit experience, mostly on construction audits with experience in Employee Benefit Plans.
Juelle graduated with a Bachelor’s degree in Business Administration and Management from UC Berkeley, Haas School of Business.
Director
San Francisco Office
Fadi has over 20 years of auditing and assurance experience, working at firms like Marcum LLP, Lindquist LLP, KPMG and Deloitte. His audit experience includes financial statement audits and reviews, examinations, single audits, and agreed-upon procedures. He has served includes private companies, nonprofits, government entities, and employee benefit plans. Industries include biotech, financial services, manufacturing and services, nonprofits (public charities, healthcare clinics, foundations, unions and associations), defined benefit plans, defined contributions plans, health and welfare plans, government units, and public agencies
Fadi has a Bachelor’s degree in Accounting from Al Albayt University in Jordan. He also has an active CPA license.
In his free time, Fadi spends time with his wife and four sons, camping and playing soccer. Weekends include long hikes up Mount Diablo, enjoying the amazing views of the Bay area and San Francisco. Fadi enjoys using his drone to take photos of the beautiful natural surroundings.
Partner
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 since 2015, 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.
Staff Auditor
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.
