Stakeholders, creditors, government agencies and private investors often need assurance that your financial statements represent the true financial position of your company. Each financial reporting need has different levels of risk tolerance, so we provide varying levels of assurance to meet your requirements.
Financial reports include a wide variety of documents and tasks, but the following represent some common responsibilities associated with financial reporting:
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.
For many companies, outsourcing is an excellent way to reap the benefits of experts in the field at a manageable cost. One of the primary advantages of outsourcing your financial reporting is that you only pay for the services you require. The partnership is also flexible in that you can adjust services as needed. If you had a particularly busy year and need more assistance, it’s easy to bump up the scope of your partnership. If you needed more help and had to hire a new employee, the process would be much more complex, costly and time-consuming.
Another issue that appears with in-house employees is that those workers will come with additional taxes, health insurance, paid leave and other costs outside of their salary. With a corporate financial reporting consultant, you can bypass those costs, which are taken care of by the firm. You gain the benefits of that employee’s expert service as needed without the extra expenses.
Other benefits that come with outsourcing your financial reporting include:
One of the downsides you may hear regarding outsourcing financial reporting is that you don’t have your financial expert on-call at all times. With SD Mayer, communication is one of our key focuses. We’ll get back to you quickly whenever you need to reach your contact. Our financial reporting specialists are based in San Francisco and several key locations across the United States, and we maintain continuous communication with partners throughout numerous time zones.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
For financial statement preparation in the Bay Area or around the world, reach out to a representative today to start a partnership with SD Mayer.
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 has worked in operations and project management for the last 5 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.