SD Mayer understands that a strong, comprehensive budget is the cornerstone of every successful business — improving liquidity, reducing costs and increasing profitability. Our team will help your company maintain optimal cash flow through proven budgeting and forecasting methods. We will analyze your spending and rebalance your budget and/or debt to support the success of your business.
We build close relationships with each client to clearly understand their goals. We leverage this deep understanding and knowledge of your business to help you plan for the future with forecasting, allowing us to create financial projections and inform decisions.
With a technological focus and unique approaches custom-built for each client, SD Mayer is transforming the way client services work in the accounting industry.
We offer a variety of services for planning, budgeting and forecasting in San Francisco, the Bay Area and around the globe. For expert-provided financial budgeting and forecasting solutions, companies turn to SD Mayer. We are a trusted advisor to our business clients, able to offer actionable insights targeted to the business issues of today and strategies for the future.
Annual and monthly budgets are critical to understanding the flow of cash throughout your business. They often dictate what you can do and when, allowing you to translate income into new investments and projects. It also allows company leaders to make financial decisions with confidence and know what money is available based on current goals and commitments.
A well-planned budget also creates transparency, so stakeholders can see exactly where the money is. Budgeting provides an outline of the company’s priorities and where it wants to focus.
Forecasting is similar but more immediate. With more frequent updating, the forecast can show you realistic estimates of what your company can accomplish in the short term. With an accurate forecast, you can more readily understand and adjust your operations accordingly.
Outsourcing your budgeting and forecasting is an excellent way to find a variety of benefits on everything from time savings to new insights.
Say you need to create an annual budget. You could assign the task to an existing employee, but if that process isn’t among their specialties, you may get subpar or even inaccurate results. Even if the results are sufficient, the employee might need a significant amount of time to get the job done, pulling them away from other work.
Another approach would be to hire an expert to work in-house. Of course, that new hire will come with extra costs like insurance, taxes and paid leave. And if your needs fluctuate, you could end up paying more for services that a lower-paid employee could accomplish. You may also end up keeping your specialist employee on the payroll even as business requirements lessen.
When you outsource your accounting, budgeting and forecasting, you can avoid many of these problems while also enjoying the following benefits:
When you choose to work with a partner like SD Mayer, you also get the assistance that comes with a full-service advising company. In addition to budgeting and forecasting, we can also provide insights to help you reach your business goals and improve operations.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
When you partner with us for budgeting and forecasting in the Bay Area, you can expect accurate reports, expert insights and quick communication. To learn more about our financial budgeting and forecasting solutions, reach out to a representative today.
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.