Our Vision & Values
We believe in building lasting relationships and providing tailored guidance to empower clients to achieve financial success and navigate their financial journeys. Our core values of integrity, collaboration, innovation, and excellence guide us in everything we do. We are driven by a genuine desire to make a positive impact in the lives of our clients and the wider community.
Who We Are
As a leading accounting, advisory, and wealth management firm in the San Francisco Bay Area, we leverage our deep expertise and diverse team of professionals to offer comprehensive solutions across a wide range of industries and situations. We have distinguished ourselves by:
- Holistic Approach: We take a holistic approach to understanding your individual needs and goals, considering your financial, personal, and professional aspirations.
- Client-Centricity: We prioritize client communication and transparency, ensuring you are always informed and involved in the process.
- Results-Driven: We are driven by achieving tangible results that positively impact your financial well-being.
Our Expertise
We offer a wide array of services tailored to meet your specific needs, including:
Financial Services
- Audits & Assurance
- Tax Planning & Compliance
- Retirement Planning & Consulting
- Business Consulting & Advisory
- Wealth Management & Investment Services
Specialized Services
- Shuttered Venue Operators Grant (SVOG) Audits
- Employee Benefit Plan Audits
- Risk Assessment & Mitigation
- Business Transformation & Bankruptcy Support
- Cloud-Based Accounting Implementation & Review
Dedicated Expertise Across Industries
Our professionals have extensive experience serving clients across diverse industries, including:
- Healthcare
- Technology & Software
- Manufacturing & Retail
- Construction & Real Estate
- Entertainment & Media
- Non-Profit & Government
A Strong Network & Global Reach
We are proud to be part of The BDO Alliance, a global network of over 100 independent accounting and consulting firms. This enables us to leverage unmatched resources and provide international insights to our clients.
Customer Experience
The reviews highlight a mixed bag of experiences with SD Mayer & Associates. On one hand, some customers have had positive interactions with the team, praising their professionalism, attention to detail, and prompt responses. On the other hand, some customers have expressed disappointment and frustration with the company's billing practices, lack of clear communication, and mistakes in filings.
Communication Issues
Several reviewers have criticized the company's responsiveness, stating that they are not prompt with responses and that responses received are poorly worded and unclear. This has led to misunderstandings and additional work for customers.
Accounting Services
However, other reviewers have had positive experiences with the company's accounting services. They have praised the team's expertise, attentiveness, and ability to provide accurate and timely assistance.
Billing Practices
Some reviewers have expressed concern about the company's billing practices, stating that they are not upfront about costs and that extra bills are charged unexpectedly.
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