One aspect where many clients need assistance is in accounting. Our outsourced accounting team can take on the CFO/Controller/Treasurer role for your business and provide a range of strategic planning services that focus on attacking a broad range of financial issues. Ideally, this works in combination with cloud-based solutions offered through our partnership with NetSuite to maximize best practices, internal controls and efficiencies.
Our plan includes:
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.
Here at SD Mayer, we make a point to offer personalized service and attention to each of our clients. We are your one-stop shop for all things business and can help you achieve a wide array of goals with our holistic, inclusive approach. From audits and loan documentation to taxes and business plans, we’ve got you covered. Our services provide you with a whole team of experts, fast results and accurate work, all for an affordable cost.
Outsourcing your accounting needs to a business consultant with strategic planning capabilities can be much more cost-effective than developing an in-house team. Developing or hiring the same level of expertise and skill in your own staff would cost much more. As your go-to business planning consultants in the bay area, we provide the skills of our various experts for a consistent, affordable cost.
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 through estate planning, investment guidance, insurance and tax planning, and retirement planning.
When you enlist the help of our expert planners, you get assistance with:
A strategic business plan helps you clarify your company’s direction, ensures your key leaders are all on the same page and keeps both management and staff focused on the tasks at hand.
Without a plan, many businesses stagnate. They may misuse resources, struggle to grow the company or react poorly to changing situations. Those who have poorly constructed plans are rarely better off since they don’t have an accurate representation of their needs. Many times, in-house planning relies on the skills of existing employees, who may or may not have the knowledge and capabilities needed to create an effective plan. That’s why enlisting experts through a business consulting firm’s services can be so beneficial to your organization.
Another factor to consider is cost. When you try to run your strategic planning in-house, you could very well end up paying more than necessary due to inefficiencies in the planning process. A business plan consultant already has a team made up and can offer their services for a fraction of the cost of an in-house team.
Of course, to get all of these benefits, you’ll need to work with the right company.
Reach out to us today to learn more about a partnership with SD Mayer and what we can do for you.
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
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
With a distinguished career that spans three decades, John Benjamin brings to SD Mayer a wealth of knowledge encompassing entrepreneurship, real estate development, accounting, and management consulting. His dynamic experiences have seen him delve deep into the intricacies of finance, real estate development, and hospitality services. John’s remarkable acumen in fundraising, team development, and strategy consulting positions him as a leader par excellence within our firm.
At SD Mayer, John spearheads the business development department. His role is crucial to the relationship management of all client engagements. With an unwavering commitment to excellence, he drives the expansion and growth initiatives of the firm, ensuring our services not only meet but exceed the expectations of our clients.
Before his instrumental role at SD Mayer, John demonstrated leadership at Golden Gate Global as their Director of Project Development. Further testament to his multifaceted expertise, he has donned the hats of both CEO and CFO/Controller roles for various esteemed companies.
In John Benjamin, SD Mayer boasts not just a Director of Business Development, but a visionary dedicated to the firm’s continuous ascent in the world of business.
Founder & Managing Partner
San Francisco Office
At the intersection of ambition, vision, and relentless dedication stands Steve Mayer, the mastermind behind SD Mayer & Associates. With San Francisco as its backdrop, this accounting, consulting, and wealth management firm is a testament to Steve’s visionary spirit and unwavering commitment to excellence.
Before embarking on his journey with SD Mayer, Steve helmed the ship at Burr Pilger Mayer (BPM) as its CEO. His leadership acumen extended far beyond the accounting domain, with ventures spanning the eclectic realms of gastronomy, banking, and literature. From co-founding Presidio Bank to owning a slice of Books Inc., and even diving into the bustling restaurant scene, Steve’s entrepreneurial flair is evident in every endeavor.
Yet, what truly amplifies Steve’s professional prowess is his holistic approach. With an expansive career that encompasses accounting, consulting, and wealth management, he offers a rare 360-degree perspective. Whether it’s the intricate nuances of tax and accounting, strategic mergers and acquisitions, or guiding businesses with visionary advisory services, Steve is the quintessential professional his clients rely upon.
Beyond his business ventures, Steve’s heart beats for the community. Over four enriching decades, he has poured his time, energy, and passion into more than 15 non-profit boards. Noteworthy stints include the San Francisco Chamber of Commerce, the influential Bay Area Council, and the halls of Riordan High School, underscoring his commitment to giving back. The creation of the 5 Buckets Foundation is the legacy he leaves to future young adults seeking financial literacy education.
A man of letters, Steve has also penned three books, sharing his insights, experiences, and expertise with a wider audience. On the home front, San Mateo resonates with the joyous echoes of his family life, where he cherishes moments with his wife of over three decades and their three children.
And if there were any doubts about Steve’s zest for life, they were put to rest when, at 60, he embraced the grueling challenge of an Ironman. Not just a feat of physical endurance, it symbolized his indomitable spirit, proving that age is merely a number when one’s spirit remains unyielding.
In Steve Mayer, one witnesses the remarkable fusion of a visionary leader, a community pillar, and a man deeply committed to every facet of life.
Chief Operating Officer (COO)
San Francisco Office
If the world of accounting and operations at SD Mayer had an unsung hero, Wyatt would be wearing that cape. Joining the firm in 2018, Wyatt’s quick rise to the position of COO within just a year is a testament to his unparalleled skillset and forward-thinking approach.
With half a decade’s experience in the complex realms of operations and project management prior to joining the firm, Wyatt wasn’t just another run-of-the-mill operations professional. His distinctive engineering background brought an analytical rigor and a precision-oriented mindset to the table, setting him apart from the crowd.
While Wyatt’s primary role encompasses overseeing the multifaceted internal operations, including domains like IT, HR, billing, and project management, his involvement doesn’t just stop there. He is an intrinsic part of several of the firm’s consulting projects, especially when it boils down to the realms of data analysis and reporting. The man possesses an uncanny knack for diving deep into the vast seas of data, extracting pearls of insights that drive actionable strategies.
His prowess in analyzing intricate data streams and turning them into actionable intelligence has paved the way for the firm to enhance its productivity and revenue streams significantly. With Wyatt’s hand on the wheel, data isn’t just numbers. It becomes a story, a map, a guide to what’s next.
And while his analytical talents are commendable, whispers around the firm have it that Wyatt’s engineering genius isn’t just limited to accounting and operations. Tales of his capacity to engineer spacecraft and missiles are told in hushed tones, adding an aura of mystique around this operational wizard.
At SD Mayer, Wyatt is much more than just the COO. He is the bridge between numbers and narratives, the beacon guiding the ship through stormy seas of data, and the strategic compass pointing the way forward. With an engineer’s precision and an analyst’s insight, Wyatt is redefining the paradigm of operations at SD Mayer.
Attorney
San Francisco Office
Randi S. Teichman is a distinguished attorney who has carved a niche for herself in the legal landscape through her specialization in estate planning, trust administration, and probate law. Her expertise extends into tax law, encompassing the preparation of individual and fiduciary income tax returns as well as estate tax returns, making her a versatile advocate for her clients’ legal and financial health.
A product of esteemed institutions, Randi’s academic credentials include a law degree from Stanford University (1988), a bachelor’s degree from the University of California, Los Angeles (1984), and an LLM in Taxation from Golden Gate University (1999). These academic achievements laid the foundation for her successful career and her profound understanding of the complexities of estate and tax law.
Randi is a respected member of the estate planning, trust, and probate law sections of both the California State Bar and San Francisco Bar Association. Her dedication and expertise have earned her the distinction of being a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization.
With a commitment to delivering personalized legal and tax services, Randi approaches each client with a keen ear and a compassionate heart. She excels in translating her clients’ needs and desires into robust legal documents, ensuring their peace of mind and security. Her comprehensive approach to tax matters enables her clients to optimize their tax positions effectively.
Over her 25-plus years of practice, Randi has become a trusted advisor to executors and trustees, guiding them through the complexities of probate and trust administration during the challenging times of loss. Her skilled and compassionate counsel is a testament to her deep experience and genuine care for her clients.
Randi’s excellence in law has not gone unnoticed by her peers. She has been honored with an AV rating, indicating the highest level of professional excellence. Furthermore, her outstanding service and legal acumen were recognized when San Francisco Magazine named her a Northern California Super Lawyer in 2005 and 2006.
Away from the legal arena, Randi finds solace and rejuvenation in the great outdoors. An avid hiker, she frequently explores the trails of Mount Tamalpais in Marin County, embracing the natural beauty and tranquility that hiking affords. This passion for nature reflects her balanced approach to life, harmonizing her professional rigor with personal fulfillment.
Randi S. Teichman’s legal prowess, combined with her commitment to her clients and love for the outdoors, makes her a remarkable attorney and a valued member of the legal community.
