Budgeting and Forecasting
Our Approach To Budgeting, Forecasting And Planning 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 […]
Litigation
Accounting Litigation Support Services Litigation can be a complex process. Having the right resources can prevent you from facing significant losses, whether at a personal level or a corporate one. Expert accounting for litigation settlements can help you ensure the best possible outcome for financial success and growth. Litigation examples include: Expert testimony Financial forensic […]
Succession Planning
Succession Planning Services In The Bay Area Whether you plan to sell your business, leave it to a talented employee or pass it on to a family member, succession planning can help keep your business thriving and moving forward, even when your current leadership team is no longer at the helm. Among succession planning accounting […]
Financial Reporting
Financial Statement Preparation Bay Area 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.
Resource Library
At SD Mayer, we pride ourselves on equipping clients with the tools that will help you achieve your financial goals – whether individually or for your business. We keep our pulse on the ever-changing financial landscape, and our advisors are always cultivating new tax and wealth management resources. Whether you’re looking for information about retirement, […]
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San Francisco Headquarters
San Francisco Accounting & Advisory For Life Our headquarters, located in the financial district in San Francisco, is within walking distance of the world’s biggest fintech and financial services companies. Our rooftop meeting room has 360 degree views of the Bay Bridge, Alcatraz and the Golden Gate Bridge. We are perched on the top floor […]
East Bay / San Leandro Office
Silicon Valley Accounting & Advisory For Life Located in the heart of Silicon Valley, minutes from the corporate headquarters of the world’s largest technology companies in Redwood City, Cupertino, Mountain View and San Jose, our Menlo Park office has the resources to handle everything from simple audits to full service financial and tax planning. Our […]
Contact Us | Nuture – Welcome Track – Email 1
You Need Audit-Ready Financials And Board Reporting. + We Make Sure Your Board And Donors Know Where You Are Financially At All Times. You can count on us for accurate and timely CPA accounting services. Outsourced accounting that covers bookkeeping, payroll and CFO advisory. Extensive experience with nonprofit organizations, private school, school district and foundation […]
5 Buckets, 4 Shovels, a Beach and a Map | Insurance
You Need Audit-Ready Financials And Board Reporting. + We Make Sure Your Board And Donors Know Where You Are Financially At All Times. You can count on us for accurate and timely CPA accounting services. Outsourced accounting that covers bookkeeping, payroll and CFO advisory. Extensive experience with nonprofit organizations, private school, school district and foundation […]
5 Buckets, 4 Shovels, a Beach and a Map | The Estate Plan
You Need Audit-Ready Financials And Board Reporting. + We Make Sure Your Board And Donors Know Where You Are Financially At All Times. You can count on us for accurate and timely CPA accounting services. Outsourced accounting that covers bookkeeping, payroll and CFO advisory. Extensive experience with nonprofit organizations, private school, school district and foundation […]
5 Buckets, 4 Shovels, a Beach and a Map | What’s Next?
You Need Audit-Ready Financials And Board Reporting. + We Make Sure Your Board And Donors Know Where You Are Financially At All Times. You can count on us for accurate and timely CPA accounting services. Outsourced accounting that covers bookkeeping, payroll and CFO advisory. Extensive experience with nonprofit organizations, private school, school district and foundation […]