SD Mayer understands that the future CFO needs to have a different skillset in the future than they’ve had in the past. To begin, they need to crunch fewer numbers and become more of a strategist. In fact, the top five concerns, and areas of improvement, facing CFOs today, include:
Fortunately, SD Mayer has a suite of business advisory services laser-focused on the things that the CFO of the future needs to know. SD Mayer brings a unique set of skills to each project including international expertise, reorganization experience, capital management, and business process redesign, and can work as CFO advisory strategists with your finance team to allow the CFO to take on their new role, while delivering the existing work they are familiar with.
With today’s economic conditions constantly changing, having a business advisor by your side is paramount. SD Mayer has advised hundreds of small- and medium-sized businesses manage risks and comply with laws, regulations and internal policies. We focus on strategic planning, improving and executing business strategies and aligning your business goals with the needs of your clients and stakeholders. Our list of business advisory services includes: strategic planning, bankruptcy & turnaround, mergers & acquisitions, succession planning, budgeting & forecasting, financial reporting, retirement plan consulting, valuation and litigation.
While our clients come from all over the city, state and country, our home base is in the city of innovation and entrepreneurship—San Francisco.
All of the creativity and technical expertise surrounding us keeps us up to date with the latest thinking so we can serve you better.
We always look forward to a new conversation, so drop us a line or give us a call.
Director, Business Development
San Francisco Office
John Benjamin joined SD Mayer as the Director of Business Development after 30 years of entrepreneurship, real estate development, accounting and management consulting experience. He has worked within the fields of finance, real estate development and hospitality services. His specialties include fundraising, team development, and strategy consulting. His work at SD Mayer focuses on the relationship management of all client engagements as he leads the expansion and growth initiatives for the firm.
Prior to SD Mayer, John served as the Director of Project Development for Golden Gate Global, and also served in CEO and CFO/Controller roles for other companies.
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.
Chief Operating Officer (COO)
San Francisco Office
Wyatt has been with the firm since 2018, and was promoted to COO after one year with the firm. He has worked in operations and project management for previous five years. He oversees virtually all of the internal operations within the firm, including IT, HR, Billing and Project Management. Wyatt is also involved in many of our consulting projects related to data analysis and reporting.
Coming to the firm with an engineering background, Wyatt is able to provide a completely different perspective to the firm when it comes to analyzing data and providing reporting that has allowed the firm to realize productivity and enhance revenues. We’re told that he can also engineer spacecraft and missiles.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.