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SD Mayer & Associates Marks Ten Years of Success and Impression

SAN FRANCISCO, January 11, 2023–(BUSINESS WIRE)–In January 2013, on the heels of a outstanding 30-plus yr profession as a Bay Space entrepreneur and neighborhood and enterprise chief, Stephen D. Mayer, CPA opened the doorways to his new – and second – full-service accounting, wealth administration and enterprise advisory agency. This month, SD Mayer & Associates LLP (SDM) marks its tenth anniversary with a confirmed observe file of success and bold plans to increase the agency’s people-first philosophy to even higher shopper, worker and neighborhood affect.

In 1986, Mayer co-founded his first public accounting agency, Burr Pilger Mayer (BPM), rising it to over 400 employees and $70 million in income earlier than establishing his new enterprise centered on cloud-based expertise, enhanced shopper and neighborhood engagement, and A holistic method linking accounting and monetary safety to each shopper’s general monetary image. From day one, SDM’s tag line has been “We Care – For Our Shoppers, Our Workers, Our Group, and Every Different.”

And the outcomes converse for themselves: in simply 10 years, SDM has reached the milestone of over $10 million in income, 60 workers and 4 workplaces situated all through the Bay Space. The agency’s full suite of companies now embody tax planning and preparation, audit and assurance, outsourced accounting, wealth administration, and enterprise advisory companies for people and firms throughout a variety of sectors.

“For many of us, beginning and managing one profitable accounting agency over our profession can be an enormous accomplishment,” stated SDM Senior Tax Companion Noel McNabola. “However Steve has bucked the norm by constructing a second profitable agency from the bottom up, rising it in measurement and affect whereas by no means wavering in his dedication to at all times do proper by our purchasers, our workers, and the communities the place we stay and work. SDM is a unprecedented mixture of imaginative and prescient, persistence and goal.”

SDM has grown organically over its first decade, bringing in new key employees members in audit, outsourced accounting and tax. In 2022, the agency acquired a small accounting agency with seven workers and opened new workplaces in San Mateo and San Leandro. Plans for 2023 embody extra strategic acquisitions to increase the agency’s Bay Space attain and expertise pool.

Along with serving as SDM Managing Companion, Mayer shares his abilities as founding father of the 5 Buckets Basis, a nonprofit fostering monetary literacy for these beginning their monetary journey. He has written and printed two books: 5 Buckets, 4 Shovels, a Seaside and a Map-A Information to Monetary Security, and Adulting 101-A Information to Private Finance, to assist individuals at numerous life levels obtain monetary success. He additionally serves as chairman of the SD Mayer Basis selling volunteerism for underserved youth.

Along with his accounting and philanthropic work, Mayer is concerned in a number of different Bay Space companies, together with as co-owner of Scott’s Seafood in San Jose and its offshoot Scott’s Chowder Home in San Francisco; as a co-founder of Heritage Financial institution of Commerce (previously Presidio Financial institution); as a co-owner of impartial Bay Space guide retailer chain Books Inc.; and as founder and co-owner of company catering firm Superfine Kitchen.

Mayer has usually stated that “with nice individuals, nice purchasers and a terrific imaginative and prescient, success is not assured however failure shouldn’t be an possibility.” As SDM embarks on its subsequent decade, he has established a transition crew to start mapping out the way forward for the agency and getting ready for eventual new management. “I am not planning on going wherever anytime quickly,” Mayer says, “however at 68 it is time to deliver some nice youthful expertise into the possession ranks and assist information their growth to finally take the helm. I’ve at all times been about constructing sustainable and profitable companies that make a distinction in individuals’s lives.”

About SD Mayer & Associates LLP

SD Mayer & Associates LLP (SDM) is a fast-growing, full-service, community-minded accounting and enterprise advisory agency. The agency additionally helps purchasers plan for his or her future by means of retirement and wealth administration advisory companies. SD Mayer has the experience to assist purchasers in quite a lot of industries, together with inventive companies, monetary {and professional} companies, leisure and hospitality, manufacturing and distribution, nonprofits, actual property and development, retail, expertise and public firms.

SDM is predicated in San Francisco, with workplaces in San Mateo, San Leandro and Menlo Park, together with consultants situated in key areas all through the nation. The agency additionally faucets into its international assets by means of its membership with BDO Alliance, the fifth largest affiliation of accountants, consultants {and professional} companies corporations within the US

The agency has persistently been named a “Greatest Locations to Work” and is listed as a “Quickest Rising Non-public Firm” and “Greatest Accounting Agency to Work” by AccountingToday. The agency was named a “High 500 Agency 2022” and a “Quickest Rising Agency 2022” by Inside Public Accounting. For extra data, please go to the SD Mayer web site.

View supply model on businesswire.com: https://www.businesswire.com/information/house/20230111005131/en/

contacts

greg barber
gbarber@sdmayer.com
(415) 691-4616

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