Startup Accounting & Bookkeeping Services Firm

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Why Choose SD Mayer’s Startup Accounting Services In The Bay Area?

SD Mayer has gained a reputation as a firm you can trust for startup accounting services in Silicon Valley and beyond. Our outstanding customer service, the long-term results we achieve for our clients and the big-picture information we deliver make us the best choice for accounting services.

As a startup, you want an experienced partner you can rely on to take care of things you don’t have time for. Our vast experience gives us an edge. We understand how to accomplish all the duties you need, and we can hit the ground running the moment you hire us. The benefits of startup accounting services at SD Mayer include:

All-inclusive approach to financing: Our focus on holistic methods allow us to provide the overview you need to make smart, responsible decisions to help your startup grow.
Small firm: We stay intentionally small, allowing us to provide the personal focus lost at so many large firms.
Lifetime value: Once we become familiar with your business, including your financial strengths and weaknesses, we can provide the long-term guidance you need to meet your financial needs.

As an accountant for startup businesses, we partner with you through every stage of your startup’s maturation, from the early launch days through establishment as a powerhouse in your field. Our belief in our clients and sound financial planning can help you through even the toughest times.

What Accounting Services Does SD Mayer Offer?

We can take care of all the standard functions of an accounting department. We tailor our approach to each client, relying on technology to provide the latest techniques and advice. We position you for future growth by taking what we learn about your company and making suggestions for the future.

Our company practices a holistic approach to finances. We build your financial profile based on experience, and we examine it to find ways you can prepare for the future. For startups, having a long-term vision can secure more financing and stability. Our business startup accounting services include:

Preparing and filing taxes: During our annual tax planning meetings, we get ready for the coming year based on your company’s financial history.
Audit preparation: Whether you are audited by the Internal Revenue Service (IRS) or an angel investor, you must have the right documents available. We can perform risk management to mitigate your exposure.
Business advisory: When you need debt financing, lines of credit or grant applications, we can help you secure them. Use our tips on budgeting and strategy to prepare for a more prosperous future.
Reporting and analysis: We can present your board of directors with management account reporting, freeing you up to improve the goods and services you offer and attract more buyers.
Human resources consulting: We can set you up with automated payroll and benefits programs. Our team can also smooth the transition between outsourcing your accounting and bringing it in-house.

Even if you just need tips on troubleshooting Quickbooks®, our reliable and friendly team can help. SD Mayer provides trusted services when you need them, and we act as a partner in every sense of the word.

Where Does SD Mayer Offer Outsourced Accounting For Startups?

We are based in the Bay Area — the location of many tech and other startups. Our helpful team members can visit your office, or work remotely if you prefer. We can also assist companies worldwide.

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Why Use Outsourced Accounting For Your Startup?

The rush of launching a startup can quickly settle into a daily grind where you don’t have the right staff to assist with your venture. The positions of chief financial officer, controller and treasurer are responsible for critical decisions, but they also can be challenging to fill. You need staff dedicated to your company’s vision and who you can trust not to reveal information.

Stop searching for a unicorn candidate who checks all your boxes. Instead, rely on our outsourced accountant services for startup businesses. Outsourced accounting for startups takes care of all the things you would usually leave for accounting, such as payroll, accounts payable and receivable, and more. In addition to looking after day-to-day tasks, we provide a holistic examination of your financial picture. We can identify places where you can save or should remain on your current course to realize the most significant long-term benefits.

Startups are busy places driven by a vision of providing a new product or service that either doesn’t exist or is not done well. People with vision and passion lead startups and often convince people to invest in them. Startups must be particularly careful with those investments, working to make them pay off. When you have a trusted financial professional with years of experience behind them, you can dismiss any fears your investors may have and look toward a successful future.

Using business outsourced startup accounting services for your San Francisco startup offers cost flexibility. Instead of being locked into a full employee salary, you only pay for the tasks you need. You can cut back when you want and add more when you have the cash. For smaller startups, outsourcing also offers you the freedom to focus on growing your company as you and your small staff won’t feel distracted by accounting matters that can eat up valuable time.

Thought Leadership

In-depth advice on wealth management, outsourced accounting, tax, and audit services.

Maximize Year-End Savings with Energy Efficient Tax Breaks

The Inflation Reduction Act created several tax credits to promote clean energy. You may want to take advantage of them before it’s too late. President-Elect Donald Trump has pledged to “terminate” the law so it may be repealed in 2025. For example, there’s an Energy Efficient Home Improvement Credit. It covers 30% of the cost of eligible improvements, such as installing energy-efficient windows, doors, and insulation, up to $1,200 a year. There’s also a credit of up to $2,000 for qualified heat pumps, water heaters and biomass stoves or boilers. And there’s a credit for 30% of the cost of installing solar panels. Contact us before making a large purchase to check if it’s eligible.

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Remember, you don’t have to do it alone. At SD Mayer & Associates, we’re here to help you every step of the way. With our expertise and support, you can achieve financial clarity and focus on what matters most—growing your business. If you’re ready to take the next step, reach out to us today to learn more about how we can support your business’s financial needs.

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Don’t Get Grinched by Fraudsters this Holiday Season

Ah, the holidays— a time for cheer, giving, and sadly, fraud. While most people are decking the halls and singing carols, there are those pesky fraudsters lurking in the shadows, ready to turn your festive spirit into frustration. But fear not, fellow holiday shoppers and non-profits! With a little vigilance and some savvy strategies, you can keep your holiday season joyful and fraud-free. In this blog, we’ll explore essential holiday fraud prevention tips, especially tailored for holiday shoppers and non-profits. From handling cash with care to understanding gift card risks, we’ve got you covered.

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Reach Out Today To Learn More About Our Outsourced Startup Tax Accountants

Startups have so much to worry about during their early years. Take a few items off your plate by hiring us to do the bookkeeping. We even make the process easy if you ever decide to switch to an in-house system, assisting with the recruitment and training of new accounting staff down the line.

Get in touch with SD Mayer today to discuss your startup’s unique accounting needs.

Our Outsourced Accounting Team

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Eric Anderson, CPA

Manager

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Raghav Arora

Senior Consultant

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Isabel Bautista

Consultant

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Rob Bueno

Manager

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Tom Colber

Consultant

Tom Colber

Consultant

San Leandro Office

Tom is an accomplished finance and accounting professional, bringing to our firm 25-years of experience. His adeptness in finance encompasses a wide array of tasks, including processing and managing payroll, overseeing general ledger account structure, orchestrating accounts payable and receivable, monitoring inventory controls, executing precise reconciliations, and producing comprehensive reports.

While Tom’s recent tryst in the printing industry spanned a commendable three years, his experience isn’t confined to just one domain. He has navigated the intricate terrains of Property Management, Mortgage Banking, and the Health Insurance industries, ensuring his approach to accounting is both versatile and deep-rooted.

Beyond the confines of ledgers and balance sheets, Tom has also ventured into the dynamic world of retail marketing and merchandising, amassing around a decade of experience. This diversification showcases his adaptability and keen sense for business trends.

On the academic front, Tom laid his foundational understanding of accounting at Sierra College, from where he procured his associate’s degree. Furthermore, he broadened his horizons by attending courses at the University of Phoenix. At SD Mayer, we are thrilled to have Tom’s vast expertise and holistic approach, confident that he will be a pivotal asset to our team.

Education

Sierra College, Associates of Arts, Accounting
University of Phoenix

Hobbies

Working in our yard gardening and landscaping.
Spending time with my grandkids at picnics.
Watching movies, going to baseball games, and driving along the California coast with my wife.
I love photography and enjoy setting up good scenes for a shot.

Fun Facts

I have completed three California International Marathons.
I have been an Oakland A’s fan since 1968.
I love to create unusual Excel Spreadsheets, ie. an invoice that you could enter information for an invoice in English and it would automatically convert it to Spanish.

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Gianna Cosio

Outsourced Accountant

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Brian Ham

Director of Outsource

Brian Ham

Director of Outsource

San Leandro Office

Joining SD Mayer in 2014, Brian has consistently showcased his prowess in financial management and supervision. Serving as the firm’s Controller, he brings an integrated approach to his role, effortlessly merging his responsibilities in the Outsourced Accounting department. In this capacity, Brian not only offers his expertise as an outsourced CFO/Controller to clients but also mentors and supervises the dynamic team under his charge as the Director of Outsource.

With a career spanning nearly two decades in the realm of Finance, Brian’s rich tapestry of experience is evident. Prior to his tenure at SD Mayer, he provided strategic direction as a Finance Manager at another esteemed organization, further sharpening his acumen in financial strategy and oversight.

Academically accomplished, Brian possesses a Bachelor’s Degree in Accounting/Business Management. But his passion for continuous learning did not stop there. He pursued and attained a Master’s Degree in Business Administration, with a specialization in Accounting & Finance. This dual qualification equips him with both the technical expertise and the strategic insight to lead financial operations with precision and foresight.

With Brian at the helm of our financial affairs, SD Mayer is assured of sound financial stewardship, underpinned by years of hands-on experience and academic rigor.