If your company has benefits, our employee benefit plan auditors will make sure your documentation is accurate and meets all applicable statutory requirements. At SD Mayer & Associates, we work with businesses and not-for-profit organizations to perform in-depth and detailed analyses of employee benefit plans. We have more than 40 years of experience working with clients across the globe, and we offer personalized employee benefit plan services that can help you get the most from your annual audit.
At SD Mayer & Associates, we provide effective and efficient employee benefit plan services according to all applicable standards, laws and government regulations. We have over four decades of experience working with not-for-profit and for-profit clients with up to 1,000 employees, and our work spans a wide range of industries. Our employee benefit plan auditors are experts in their fields, and your audit will benefit from the knowledge base of our extensive professional network of attorneys, plan administrators and asset managers.
Our tailored approach to employee benefit audits includes:
SD Mayer & Associates employee benefit plan auditors can examine your financial statements to ensure that they are accurate and formatted under the U.S. Generally Accepted Accounting Principles (GAAP). These audits cover plan contributions, investments, benefits payments, administrative costs and much more to gain reasonable assurance and protect against fraud and abuse.
If your business or organization operates a benefits program with 100 participants or more, you must retain an independent firm for your annual audit. Title I and Title IV of the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code require that you attach an independent financial audit statement to your annual Form 5500 submission to the Department of Labor (DOL).
In-depth advice on wealth management, outsourced accounting, tax, and audit services.
Submit your Form 5500 on time and with confidence with employee benefit plan services from recognized experts. To learn more about employee benefit audits in the Bay Area, Silicon Valley or anywhere in the world via remote connection, reach out to us online.
Audit Associate
San Leandro Office
Since joining our firm in 2021, Osbaldo has consistently demonstrated a high degree of expertise and dedication in his role as an Audit Associate. With a comprehensive background in accounting and finance, he has taken on a spectrum of roles, adeptly managing accounts payable, implementing robust accounting procedures, and meticulously overseeing capital expenditures.
Osbaldo’s academic credentials are a testament to his commitment to the field. He commenced his educational journey at Diablo Valley College, where he achieved an Associate’s degree in Business Administration. Further amplifying his expertise, he pursued and successfully obtained a Bachelor’s degree in Business Administration, majoring in Finance, from the esteemed San Jose State University. Currently, in a bid to continually refine his skills and knowledge, Osbaldo is immersed in an MBA program.
His depth of knowledge, combined with his proactive approach, positions Osbaldo as a pivotal member of our team, contributing daily to the firm’s excellence.
Audit Associate
San Francisco Office
When Josiah joined the team as an audit associate in fall 2023, he brought with him a unique perspective shaped by his prior stint in finance. Working as a loan officer at Aegis Lending Corporation, Josiah navigated the intricate world of finance, where precision, attention to detail, and a keen sense for numbers were paramount. This invaluable experience undoubtedly serves as an asset in his new role as an audit associate, allowing him to see beyond just the numbers and understand the story they tell.
His academic journey is just as impressive. Earning his bachelor’s degree from the esteemed California State University East Bay, Josiah pursued Business Administration with a concentration in accounting. This solid foundation in business and accounting principles has prepared him well for the challenges of the auditing world. And now, with his active preparation for the CPA exam, Josiah underscores his commitment to excellence and a desire to continuously enhance his professional credentials.
But there’s more to Josiah than just work and academia. He values the bonds of relationships, cherishing the time spent with his partner of over a decade. Together, accompanied by their two loyal dogs, they make memories, exploring the great outdoors. Whether it’s a weekend getaway or a longer vacation, Josiah and his partner are always on the lookout for the next adventure, making the most of their time together and embracing the beauty of the world.
In sum, Josiah’s journey from finance to auditing, combined with his love for adventure and family, make him a well-rounded professional and a valuable member of the team. His experiences both inside and outside the office contribute to a unique perspective that enhances his professional contributions.
Assurance Senior
Fully Remote
Avery Hester joined our firm in 2023, bringing with him a wealth of expertise and knowledge to the audit department. With six years of experience in diverse sectors, Avery has honed his skills across various industries including Government, Financial Institutions, Healthcare, and Single Audits. His deep understanding of these fields allows him to provide exceptional insights and thorough auditing services to our clients. Previously he worked for a top 100 accounting firm in Louisiana, and was a Louisiana Legislative auditor.
Avery’s academic background is rooted in a Bachelor’s degree in Accounting from Southeastern Louisiana University. His educational foundation has equipped him with a strong grasp of accounting principles and practices, enabling him to excel in his role.
Outside the professional arena, Avery is deeply committed to enjoying life and making the most of his personal time. He cherishes moments spent with family and friends, and he’s an avid participant in local live performances. Whether it’s working on personal projects or attending events, Avery is always on the lookout for new experiences and learning opportunities.
His passion for discovery is evident in his ever-growing bucket list, which is a testament to his zest for life and continuous pursuit of knowledge. Avery’s enthusiasm for learning and experiencing new things not only enriches his personal life but also adds a unique perspective to his professional work, making him a valuable asset to our team and clients.
Audit Senior
San Francisco Office
Joining SD Mayer in 2018 through a coveted internship program with CalPoly, Kelly’s journey from an intern to a full-fledged member of the audit team is a testament to her dedication, skill set, and unparalleled work ethic. The seeds of her professional foundation were sown during her internships with esteemed firms, Moss Levy & Hartzheim LLP and Deloitte. These experiences imbued her with a nuanced understanding of the audit and accounting world, preparing her for the challenges ahead.
At SD Mayer, Kelly has proven to be an invaluable asset. Her analytical prowess is evident in her ability to dissect complex financial statements, ensuring they adhere to the highest standards of transparency and accuracy. Specializing in financial report audits, she collaborates seamlessly with our tight-knit audit team, contributing to both the strategic and operational facets of the audit process.
Holding a Bachelor’s degree in Accounting from Cal Poly SLO, Kelly combines her academic grounding with practical insights, ensuring her clients receive top-tier audit services. As she continues to evolve and grow with SD Mayer, Kelly is undoubtedly set to achieve many more milestones in her illustrious career.
Audit Associate
San Leandro Office
Jacqueline Li is an Audit Associate with three years of professional experience specializing in nonprofit organization audits. Prior to joining the team, she worked at Tang & Lee LLP, a public CPA accounting firm, where she honed her expertise in auditing for the nonprofit sector. Jacqueline holds a Bachelor’s degree in both Accounting and Finance from San Francisco State University and is a proud member of the American Institute of Certified Public Accountants (AICPA).
Outside of work, Jacqueline enjoys traveling, baking, and playing video games, bringing creativity and a problem-solving mindset to both her professional and personal life.
Manager
Menlo Park Office
In the vast universe of public accounting, Julie shines as one of its brightest stars. With a sterling career that spans over a quarter of a century, she is a testament to dedication, expertise, and versatility in the realm of finance.
Julie embarked on her journey with SD Mayer in 2013, and it has been a remarkable voyage of growth and achievement since then. With her experience enriching every corner of the firm, Julie is renowned for her specialization in the intricacies of nonprofits. But that’s just the tip of the iceberg. Julie’s brilliance knows no bounds, as she adeptly manoeuvres between outsourced accounting, tax, and audit departments with unparalleled ease. It’s a rare feat to find such multifaceted talent, making Julie an indispensable asset to the firm.
Operating from the Menlo Park office, Julie’s presence brings dynamism and depth to the team, being one of the select few who dedicate their time there consistently.
But like all seasoned professionals, Julie’s journey has been built on the bedrock of diverse experiences. Before her tenure at SD Mayer, Julie collaborated with Steve at BPM, further enriching her reservoir of knowledge. This was followed by a productive phase with Joanne, another stalwart partner at SD Mayer, during their time at Brown Adams. These experiences, stitched together, have given Julie a panoramic view of the accounting world, making her an authority in her domain.
Julie’s academic prowess is rooted in the esteemed corridors of San Jose State University, from where she secured her Bachelor’s degree. A licensed accounting professional for 23 of her 26 years in the field, she is a beacon of reliability, expertise, and dedication.
In Julie, SD Mayer doesn’t just have an accountant; they have a visionary, a strategist, and a mentor, all rolled into one.
Audit Associate
San Leandro Office
In the rapidly evolving world of accounting and finance, Juelle is a rising star, contributing with her unique blend of expertise in both tax and audit. Since joining our Audit practice in 2023, she has showcased a level of proficiency that speaks volumes about her dedication and analytical acumen.
Though she has a mere year of experience in tax, her work primarily focused on individual tax returns reflects depth and precision. It’s not just about crunching numbers for Juelle; it’s about understanding the story behind each figure, ensuring the accuracy and compliance of each return she processes.
Transitioning to audit, Juelle discovered her true calling. With two years of hands-on experience, her prowess, particularly in the realm of construction audits, has become a valuable asset for the firm. The intricacies of construction financial statements, with its unique revenue recognition, cost allocation, and contracting nuances, are well within Juelle’s grasp. Furthermore, her expertise in Employee Benefit Plans showcases her versatility, adding another feather to her auditing cap.
Her educational background is just as impressive. A proud alumna of UC Berkeley’s Haas School of Business, Juelle’s grounding in Business Administration and Management equips her with a holistic understanding of businesses. This, combined with her technical skills, ensures she brings a balanced, insightful approach to her work.
Beyond her technical prowess, Juelle is also known for her meticulousness, her commitment to continuous learning, and her ability to build strong relationships with clients. She’s not just an auditor; she’s a trusted financial advisor, guiding clients through the complexities of their financial landscape with confidence and clarity.
As Juelle continues her journey with our firm, her multifaceted expertise and dedication to excellence promise great things for both her future and the continued success of our Audit practice.
Partner, Assurance
San Francisco Office
Fadi is more than an auditor; he’s a bridge between numbers and narratives. With an enviable career spanning over two decades in the auditing and assurance realm, he has been at the forefront, working with the crème de la crème of the industry, including stalwarts like Marcum LLP, Lindquist LLP, KPMG, and Deloitte. His vast experience encompasses an impressive spectrum – from financial statement audits and reviews to examinations, single audits, and even specialized procedures that only a few in the industry can claim expertise in.
His client portfolio is equally diverse, reflecting his ability to seamlessly navigate different industries and entities. Whether it’s biotech firms racing against time to bring innovations to life, financial powerhouses making strategic moves, manufacturing giants fine-tuning their production processes, or nonprofit organizations striving to make a difference, Fadi has been there, ensuring financial transparency and accuracy. His work with employee benefit plans, government units, and public agencies underlines his versatility and commitment to upholding the highest standards of the profession.
However, what’s truly unique about Fadi is his academic and cultural foundation. With a Bachelor’s degree in Accounting from Al Albayt University in Jordan, he brings a global perspective to his work, seamlessly blending Western best practices with Middle Eastern insights. This, complemented by an active CPA license, sets him apart in the auditing world.
Yet, there’s another side to Fadi, one that’s far removed from balance sheets and ledgers. He is a family man at heart, cherishing moments with his wife and four sons. Their adventures range from camping under the stars to the adrenaline rush of soccer. Weekends are special, with hikes up Mount Diablo, soaking in the panoramic views of the Bay area and the mesmerizing cityscape of San Francisco. And if you ever come across breathtaking drone shots capturing the beauty of nature, chances are, they were taken by Fadi, the auditor with an eye for beauty.
In Fadi, we see the convergence of two worlds — the precision of auditing and the freedom of the great outdoors. This balance makes him not just an asset to his profession but also an inspiration to those around him.
Partner
San Mateo Office
In the world of auditing and assurance, Elias stands tall with a career that spans over a quarter of a century. Since becoming a certified public accountant in 2002, he has carved a niche for himself with an unyielding commitment to excellence.
Elias’s extensive audit portfolio boasts a diverse range of clientele, from nonprofit organizations to the dynamic world of broker-dealers and public companies. This has enabled him to acquire a profound depth of understanding in auditing procedures and industry nuances. No financial sheet is too complex, no audit too intricate for Elias. With his proficiency in all the facets of accounting, auditing, and finance, he ensures thoroughness and compliance, every single time.
Elias’s allegiance with SD Mayer isn’t just professional; it’s foundational. Having been with the firm since its inception in 2012, he is more than just an employee – he’s a cornerstone. He has been instrumental in shaping the firm’s reputation, ensuring that the values of accuracy, transparency, and integrity echo through every audit undertaken.
His academic foundation, a Bachelor’s degree in Business Administration with a focus on Accounting & Finance from Cal State East Bay, further underscores his qualifications. But what truly sets Elias apart is his capacity to blend academic rigor with practical knowledge, making him an auditor par excellence.
As SD Mayer continues to evolve and thrive in an ever-changing financial landscape, Elias remains a testament to the firm’s commitment to excellence, reliability, and trustworthiness.
Professional Support Specialist
San Francisco Office
Bhonie’s journey with the firm, beginning in 2015, is a testament to his adaptability and wide-ranging skill set. Serving in dual roles, he seamlessly navigates the nuanced worlds of both the tax and audit departments. Bhonie’s versatility isn’t just confined to his understanding of the different departments, but is reflected in the myriad of tasks he undertakes.
From drafting engagement letters that set the tone and expectations for the firm’s services, to the critical task of mailing tax planners which help clients anticipate their tax obligations, Bhonie’s role is pivotal. His meticulous approach ensures tax returns are pre-populated efficiently, streamlining the process for both the firm and its clients.
But beyond these tasks, Bhonie is the go-to for a myriad of administrative responsibilities that keep the operations running smoothly. Whether it’s organizing files, managing communications, or supporting team members with vital information, his contribution ensures the firm’s processes are efficient and effective.
In a world where specialization is often emphasized, Bhonie showcases the immense value of a multifaceted professional who can wear multiple hats with ease and proficiency. His dedication and commitment over the years have made him an indispensable member of the team.
Audit Senior
San Francisco Office
Stepping into the firm in 2021, Tina isn’t just another addition to the team; she represents a blend of diverse experiences and a depth of understanding in the accounting realm. Her journey started as a bookkeeper with a San Francisco-based company, where for three years she did more than just balance books. Tina was instrumental in compiling analytical reports that would have impacted financial decisions, and she showcased her precision and commitment by assisting the controller with monthly closes. Furthermore, the reconciliation and entry of daily/weekly sales under her watch meant that the company had reliable data to work with, thanks to her.
Shifting to the audit and assurance department at SD Mayer is a testament to Tina’s versatility and adaptability. But to understand her prowess, one needs to look at her academic journey. Tina boasts a Bachelor of Arts in Economics and Accounting from UC Santa Barbara, a revered institution known for its rigorous academic programs. She further fortified her academic credentials by participating in the Professional Preparation Program for Accounting at UCSB Extension, ensuring she was well-prepared for the challenges of the professional world.
However, what sets Tina apart is her international exposure. Her tenure at The London School of Economics and Political Science showcases her global perspective and desire to grasp the nuances of the economic world on a broader scale. This international stint, combined with her continued education at the City College of San Francisco, makes Tina a multifaceted professional, equipped to provide insights with both a local and global perspective.
In essence, Tina’s journey, from San Francisco to London and back, and her transition from bookkeeping to auditing, makes her an invaluable asset to the firm and its clients.
