Payroll Services
Transactional Accounts Processing Keeping accurate transactional records is essential, as the data helps you create financial statements and meet reporting requirements. With regular transaction monitoring, you can stay competitive and strategize growth opportunities. Want an easy way to process, track and record your transactions? SD Mayer offers your solution. Our professionals have the knowledge and […]
Cash Management and Foreign Exchange
Want an easy and streamlined way to control cash inflows and outflows? Ensure you have enough money to operate smoothly and meet your financial responsibilities with outsourced services from SD Mayer. Our professionals have the expertise to create cash flow statements, analyze cash flow histories, forecast your needs, implement improvements and manage your growth. Get […]
Financial Planning
Financial Planning Services What does the future hold for your personal finances? If you’re like many people, you want to increase your net worth, reduce debts, minimize your tax burdens and leave something behind for the next generation. To accomplish that, you need a financial plan. A financial plan evaluates your current circumstances, considers your […]
Insurance Services
SD Mayer Insurance Services
Business Structure
Our Approach To Business Structure Choosing the best business structure is critical when developing the overall tax plan for your company. The correct business structure affects operating efficiency, how you report income, personal liability, and can allow you to eliminate a layer of taxation. To determine the optimal business structure, it is critical to understand […]
Bank and Investment
Bank and Investment Reconciliation Want to outsource accounting and financial tasks so that you can focus on other business objectives? SD Mayer can create a solution tailored to your company’s needs. We offer various accounting and bookkeeping services with actionable insights and growth strategies. Our team also provides tax planning, estate planning, retirement planning and […]
Transactional Accounts
Transactional Accounts Processing Keeping accurate transactional records is essential, as the data helps you create financial statements and meet reporting requirements. With regular transaction monitoring, you can stay competitive and strategize growth opportunities. Want an easy way to process, track and record your transactions? SD Mayer offers your solution. Our professionals have the knowledge and […]
Financial Statement
Bank and Investment Reconciliation Want to outsource accounting and financial tasks so that you can focus on other business objectives? SD Mayer can create a solution tailored to your company’s needs. We offer various accounting and bookkeeping services with actionable insights and growth strategies. Our team also provides tax planning, estate planning, retirement planning and […]
Silicon Valley / Menlo Park 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 […]
Outsourced and Managed Services
Outsourced and Managed Accounting Services Running a successful business requires efficient work from multiple departments and executives. SD Mayer offers a way for companies to control overhead costs while continuing to meet expectations. Partner with us for outsourced and managed services that can elevate your business’s performance.
Valuation
Valuation Consulting In The Bay Area Whether it’s for financing, tax requirements or financial reporting, there may be times when you need an independent, objective assessment of your organization’s valuation. If you’re looking for company valuation consultants, SD Mayer can offer innovative assessment methodologies and comprehensive reporting that are defensible and backed by detailed exhibits. […]
Wealth Management
Wealth Management+ Wealth Management Solutions At SD Mayer, we are financial advisors located in the San Francisco Bay Area and Seattle you can rely on for effective, strategic, private wealth management. Our specialized team is dedicated to extinguishing all concerns you and your family may have about your financial security. Our firm was founded on […]