Outsourced CFO and Controller

Raghav came to SD Mayer through an internship with USF’s Entrepreneurship and Innovation program. When the internship ended during the summer of 2019, he showed an interest in remaining with the firm working at a project coordinator and also helping out with the outsourced accounting practice. Raghav helps with balance sheets, financial statements and bill pay/payroll.

Raghav has a Bachelor’s degree in Business Communications and a Master’s degree in Entrepreneurship and Innovation.

Isabel started working in the firms’ outsourced accounting practice in 2023.  Her experience includes working as a staff accountant at Hardypaw, and three years in payroll and accounts payable at HealthyPets, Inc.  In her free time she studies and spends time her cats, friends and family.

Isabel is studying accounting and business management from De Anza College.

Rob joined our team in late-2022 as an Outsourced Accounting Manager.  He is well versed in providing accounting leadership and direction, and proficient in U.S. GAAP and FASB rules and standards.  Rob has worked as a Controller and consultant in a real estate environment over the last ten years, and in the restaurant industry prior to that. He prepares monthly cash flows and budgets, monthly/quarterly/annual financial statements, and reconciliations of GL accounts. 

Rob has a degree in Accounting and Business Management.

Tom has over 25 years of experience working in finance and accounting, as a Senior Accountant and an Accounting Manager and controller.  His experience includes general ledger accounts, cash management, accounts payable/receivable, inventory control, reconciliations, and reporting.  Tom recently joined our firm after the last three years in the printing industry. He also has accounting experience in Property Management, Mortgage Banking, and the Health Insurance industries.

Tom has also spent about 10 years in retail marketing/merchandising.

Tom received his associates degree in accounting of Sierra College, and has also attended University of Phoenix.

Meixiao has worked in tax and accounting since 2014. She started as a tax preparer for San Francisco State University, assisting tax filers with intake forms, and helping filers maximize refunds and minimize payments. She worked for Asian, Inc. for over a year, handling AP, AR and payroll, prepared 1099’s, recorded payments and prepared for deposits, posted journal entries and ran reports and financial statements. For nearly 6 years, Meixiao worked for LightHouse for the Blind and Visually Impaired, first as an AP/AR Coordinator and then as a General Ledger Accountant.

Meixiao graduated from City College of San Francisco with an AA Degree in Accounting, and from San Francisco State University with a Bachelor of Science in Accounting.

Brian has worked at SD Mayer since 2014 as the firm’s Controller, also working in the Outsourced Accounting department as an outsourced Controller, as well as supervising the team. Overall, Brian has worked in Finance for nearly 20 years, including as the Finance Manager at another company.

Brian holds both a Bachelor’s Degree in Accounting/Business Management, as well as a Master’s Degree in Business Administration, Accounting & Finance.

Anthony has been working with the firm since late-2022.  He has prior experience working in an accounting department doing bill of ladings and reconciliations.  He is currently assisting our outsourced accounting department.

Anthony has a Bachelor’s degree in Accounting from Cal East Bay.

Carlos has been with the firm since 2018. Working with our outsourced accounting team, Carlos provides bookkeeping and bill pay support for his clients, which span all industries. He provides full-cycle accounting, financial statements, fixed asset schedule and recording of transactions in the G/L following GAAP principles. Carlos prepares Board presentations that communicate and support analytical findings.

Carlos graduated from San Francisco State University with a degree in accounting.

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.

Katie previously worked for Blend, LLC before joining us at SD Mayer.  Her accounting experience includes working with QBO, Bill.com and she has worked in e-commerce and with small businesses.

Katie is originally from California, but now calls North Carolina her home, where she works from her home office.  She loves exploring the coastal regions with her kids, and spends time with her son’s cub scouts activities and with her car-enthusiast daughter.

Patrick started with SD Mayer in 2020 and has nearly a decade of experience in a variety of industries providing budgetary projections, tracking sales, financial analysis, P&L ratios and expense reports.

Patrick graduated from Drew University and has a Bachelor’s Degree in Economics and has lived in both New York and in Washington DC.

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.

Ken manages projects in our outsourced accounting practice, working with the firm since 2014. He is certified in Quickbooks and is often the first call when we need an implementation for a new client. He provides services like monthly closes, preparing journal entries, monthly accruals and reconciling to the general ledger. Prior to SD Mayer, Ken worked for about 15 years at other companies in accounting, AP/AR.

Ken has a Bachelor’s degree in Economics from UC Davis.

Jennifer started with the firm in 2023, working in our Outsourced Accounting practice.  She previously worked for BLVD Residential, HMH Engineers, Ruth & Going, and ReSurge International, all in their accounting departments.  She has six years experience.

Jennifer graduated from San Francisco State University, with a Bachelor in Political Science.

Nick has been with the firm since 2022, working in the Outsourced Accounting practice as a consultant.  He provides bookkeeping and bill pay support for his clients, which span all industries.  He has over five years of experience in accounts payable/accounts receivable, month-end closeing, amoritization and depreciation schedules.

Nick majored in Finance and Economics at Sierra Nevada University.

Hien joined SD Mayer in early-2019, working in our Outsourced Accounting practice. He performs monthly bookkeeping, journal entries, bill pay and reconciliations. Hien has nearly 5 years of experience in accounting.

Hien has a Bachelor’s degree in Mathematics and Computer Science from San Jose State University.

Kara started with the firm in 2023, working in our Outsourced Accounting practice.  Her prior experience includes work in the manufacturing and construction industries, and in property management.

Kara has a Bachelor in Arts from UC Santa Cruz in United States and African History.

Michael works in our Outsourced Accounting practice as a consultant. He has worked in the investment management industry, working with firms like Bertram Capital and Polkinghorne & Sereno.  Michael joined the firm in March 2020.

Michael graduated from California State University – Stanislaus and has a Bachelor’s Degree in Accounting.

Candice has worked with the firm since mid-2014, handing our internal accounts payable and accounts receivables, and reconciliations. She currently works offsite as a consultant to the firm. She joined the firm after working nearly 5 years working with Steve at his prior firm, BPM. She is currently working out of her Las Vegas home office.

Albert started with the firm in 2023, working in our Outsourced Accounting practice.  He previously worked for G.W. Williams Co. in their accounting department.  His experience includes AP/AR, general ledger, month-end reconciliation.  He has worked in the accounting industry since 2019.

He has a Bachelor Degree from University of California, Santa Cruz, in Business Management Economics, emphasis in Accounting.