Sd Mayer & Associates, LLP

Sd Mayer & Associates, LLP is a full-service public accounting, advisory, and financial services firm headquartered in the heart of San Francisco, California. Situated at 235 Montgomery Street on the 26th Floor, the firm provides comprehensive professional guidance to businesses, nonprofits, and private clients throughout the broader San Francisco Bay Area. Although categorized broadly under legal and business consulting services, the firm operates as a multifaceted advisory partnership delivering specialized solutions tailored to dynamic regional industries. Their primary specializations encompass tax planning and compliance, audit and assurance services, business advisory, and wealth management. Serving sectors such as technology, healthcare, real estate, manufacturing, and financial services, the firm assists clients in navigating complex regulatory environments, managing corporate risk, and structuring entities for long-term growth.

Clients partnering with Sd Mayer & Associates, LLP benefit from a integrated service delivery model designed to streamline financial management and strategic planning. The firm’s client accounting and advisory services provide flexible operational support, ranging from transactional bookkeeping, payroll processing, and financial reporting to high-level outsourced CFO and controller oversight. Their strategic corporate advisory services aid leadership teams with mergers and acquisitions, business valuation, turnaround planning, and succession strategies. Additionally, their wealth management and private client practices address individual financial planning, estate planning, and investment management. By combining tailored advisory workflows with robust business software consultations, Sd Mayer & Associates, LLP ensures dependable operational execution, clear financial insight, and consistent professional stewardship across every phase of their clients' business and personal growth.