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SD Mayer & Associates LLP

Financial District, California

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About

SD Mayer & Associates is a fast-growing, full-service, community-minded technology, accounting, advisory and wealth management firm. We can also help clients plan for their future through our retirement and wealth management services. We have the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail, technology and public companies.

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SD Mayer & Associates (www.sdmayer.com) is a full-service accounting & advisory firm located in San Francisco's financial district, with another local office in Menlo Park and a national network of offices through our membership with BDO Alliance. We offer all of the usual accounting services like tax and audit, but also offer advisory services like outsourced bookkeeping and payroll, as well as financial planning services.

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

Steve Mayer has 40 years of professional experience working with individuals, public and private businesses. His experience involves every side of SD Mayer & Associates’ practice areas, such as accounting, tax, consulting, auditing, wealth management and more. His services include audits and reviews of financial statements, implementation of computer and accounting systems, preparation of forecasts and budgets, litigation support, bankruptcy consultation, valuations, and business plan and loan package development. In addition, he has consulted with management concerning SEC requirements, mergers, reorganization and acquisition of businesses, and negotiation of venture capital financing.

We have been doing accounting and advisory work for over 40 years. Our founder started one of the largest regional accounting firms in Northern California, growing it from 4 people to over 400 people over 25 years. When he left that firm, he started a new firm with 7 people and five years later, has a staff of roughly 40. We aren't just number crunchers and report makers, we take a holistic approach to your finances, through an integrated tax planning, investing, insurance and financial advisory practice. Our outsource team can tackle your bookkeeping, payroll and CFO advisory work so that you can focus on your clients.