We're motivated by every opportunity to work as your financial partner throughout the various stages of your life, from growing your business to raising your family to retirement planning. Our goal is to provide holistic personal and business advice which reflects our years of combined service experience as one of the most highly regarded, full-service accounting, advisory, and wealth management firms in the San Francisco Bay Area, serving clients here and worldwide.
Having a trusted advisor by your side, especially in times of turmoil or crisis, like we are experiencing now, can provide a sense of reassurance that you are not navigating these difficult decisions together.
Having a trusted advisor by your side, especially in times of turmoil or crisis, like we are experiencing now, can provide a sense of reassurance that you are not navigating these difficult decisions together.
Services
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. For our business clients, we are your trusted advisor, providing actionable insights to solve today's business issues and strategize for future growth.
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. For our business clients, we are your trusted advisor, providing actionable insights to solve today's business issues and strategize for future growth.
Small and medium-sized businesses often need help preparing for or executing an audit to meet today's stringent regulatory requirements. A trusted third-party auditing service that specializes in working with organizations with up to 1,000 employees can serve as a valuable business partner. SD Mayer offers a variety of external audit, compilation and review services to SMB clients in Silicon Valley, the San Francisco Bay Area and beyond.
SD Mayer & Associates is your trusted advisory firm for A-133 audit compliance. We provide service with a personal touch and work with businesses, nonprofits and corporations to perform Single Audits that comply with the Single Audit Act, otherwise known as OMB Office of (Management and Budget) Circular A-133.
SD Mayer & Associates is a firm you can trust to conduct an agreed-upon procedures (AUP) audit for your business or organization. These procedures are valuable financial tools that you can use to gauge the effectiveness of your processes and gain information about other entities. Our agreed-upon procedure services encompass a wide range of topics, and you can tailor your AUP audit to be as limited or extensive as your unique situation requires.
Reviews (3)
Alex Tourk
May 16, 2019
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Ashley Morgan
Aug 21, 2018
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SDM provides and unparalleled level of customer service. Their team of attentive, well-informed associates provide assistance, advice, and information quickly and accurately. Our company is able to run smoothly thanks to their level of organization and attention to every detail. Since we have begun to work with SDM, we have found ourselves trusting in an relying on them, and as a result have been able to work more freely on the operations of our company.
Kevin Christy
Jul 20, 2018
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The team at SD Mayer helped to take us from early startup mode, running accounting with Excel and lump-sum journal entries, to proper audit-ready accounting practices. Highly recommended for a bootstrapping startup that needs to up their game. Great team to work with! Friendly, responsive and accurate. Just what you need.
