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SD Mayer & Associates
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SD Mayer & Associates is a full-service accounting, advisory, and wealth management firm based in San Francisco. The firm offers financial planning, estate planning, tax management, and business advisory services to private businesses, nonprofits, and individuals.
SD Mayer & Associates is a full-service accounting, advisory, and wealth management firm headquartered in San Francisco, California. Founded in 2012, the firm brings over 40 years of combined experience to its clients. It positions itself as a dedicated financial management partner for private businesses, nonprofits, and individuals.
The firm's commercial profile shows a team size of under 49 employees, a minimum project budget of $1,000 to $10,000, and an average hourly rate of $149. Services listed on DesignRush include accounting, with specific expertise in tax preparation. The firm also offers financial planning, estate planning, and business advisory as part of its broader suite.
SD Mayer & Associates serves a diverse range of industries, including arts, construction, education, government, health care, media and communications, nonprofit, real estate, software and IT services, and transportation and logistics. Its client types are primarily small and medium-sized businesses. Notable clients mentioned on the profile include Lahlouh, Salesian Boys Girls Club, and Eden Church.
Google reviews for the firm average 3.4 out of 5 stars from 14 reviews. One positive review praises the team's responsiveness and professional data handling over three years. However, multiple negative reviews cite slow response times, poor communication, missed deadlines, and errors in bookkeeping. One client described a six-month ordeal correcting work done by the firm.
The firm's strengths include its extensive combined experience, tailored financial solutions, and expertise in risk assessment, grant management, and strategic growth. Weaknesses highlighted by clients include inconsistent communication and service quality. Overall, SD Mayer & Associates is best suited for small to medium-sized businesses seeking a broad range of accounting and advisory services, though potential clients should weigh the mixed review sentiment.
Services
- Accounting
Industries Served
Team Size
Pros
- Over 40 years of combined experience
- Offers tailored financial solutions and exceptional client care
- Expertise in risk assessment, grant management, and strategic growth
Cons
- Multiple clients report slow response times and poor communication
- Some clients experienced errors in bookkeeping and tax filing delays
Client Review Analysis
Mixed reviews on Google with a 3.4 rating; some clients praise responsiveness and professionalism, while others cite poor communication, errors, and slow service.