What SD Mayer & Associates does

SD Mayer & Associates is a privately held, full-service accounting, advisory, and wealth management firm headquartered in San Francisco's Russ Building, founded in 2012 by Stephen D. Mayer, the former CEO and co-founder of Burr Pilger Mayer (BPM). The firm operates four Bay Area offices spanning San Francisco, San Mateo, Menlo Park, and San Leandro, and serves a horizontally segmented client base of privately held businesses (from startups to growth-stage), nonprofit organizations, and high-net-worth individuals across nine industry verticals. The offering is structured as an integrated suite across six core service lines: Audit & Assurance, Tax & Tax Planning, Business Advisory (including M&A, valuation, and strategic planning), Outsourced & Managed Services (CAAS, payroll, outsourced CFO/controller), Corporate Retirement Services, and Wealth Management. Underlying delivery runs on cloud-based accounting tooling with integrations to NetSuite (ERP), Avalara (tax automation), and Dell Boomi (iPaaS), positioning the firm as a tech-enabled CPA practice rather than a product company.

The firm monetizes through quote-based, annual professional services fees across its service lines, with an increasing mix of recurring managed-services revenue from CAAS, payroll, and outsourced CFO/controller engagements. Go-to-market is sales-led and relationship-driven, anchored by a managing partner with four decades of industry experience and supported by thought-leadership content marketing, a strong Bay Area community presence, and recognition as a Best Place to Work, Fastest Growing Private Company, and Top Accounting Firm in the San Francisco Bay Area. Distribution is augmented by the firm's independent membership in the BDO Alliance USA (the fifth-largest association of accounting firms, with 550+ independent locations) and, since 2025-2026, its founding-firm partnership with PE-backed Springline Advisory under a 'Scale with Soul' growth strategy. Two tuck-in acquisitions completed in January 2025 (Bogdan & Frasco and Ronald Ruttenberg & Co.) demonstrate active roll-up intent, and FY24 revenue stood at $14.5 million as an IPA 300-ranked firm.

Name

SD Mayer & Associates

Legal name

SD Mayer Advisory, LLC

Website

https://sdmayer.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

SD Mayer & Associates is a Bay Area-based full-service accounting, tax, advisory, and wealth management firm serving privately held businesses, nonprofits, and high-net-worth individuals across four Bay Area offices and nine industry verticals.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

akta.pro secondary industries

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA), Buy-Side M&A Advisory (FSAEAGAB), Industry-Specialist / Sector-Focused M&A Advisory (FSAEAGAJ)

Keywords

• Accounting services
• Tax planning
• Audit assurance
• Wealth management
• Business advisory

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Audit & Assurance Services: Audit and assurance engagements including financial statement audits, reviews, compilations, employee benefit plan audits, and single audits
2. Tax Planning & Compliance: Individual tax planning, corporate tax, nonprofit tax, international tax, R&D tax credits, state and local tax (SALT), and stock option tax planning
3. Business Advisory & Consulting: Strategic growth, risk assessment, digital transformation, technology consulting, mergers & acquisitions, valuation, and managed services
4. Wealth Management: Financial planning, estate planning, retirement planning, investment management, family office services, and insurance services
5. Outsourced Accounting Services: Bookkeeping, controllership, payroll services, financial statement preparation, interim accounting assistance, and outsourced CFO/controller services

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

SD Mayer & Associates is a full-service accounting, advisory, and wealth management firm providing audit and assurance, tax planning and compliance, business advisory, outsourced/managed accounting services, corporate retirement plan services, and wealth management to middle-market privately held businesses, nonprofit organizations, and high-net-worth individuals across the San Francisco Bay Area.

Product overview

SD Mayer is a full-service accounting, advisory, and wealth management firm offering an integrated suite of professional services. The firm operates as a multi-module portfolio of six core service lines: Audit & Assurance (financial statement audits, employee benefit plan audits, risk assessment), Tax & Tax Planning (individual, corporate, nonprofit, international tax, R&D credits), Business Advisory (M&A, strategic planning, valuation, litigation support), Outsourced & Managed Services including Client Accounting & Advisory Services (CAAS), outsourced CFO/controller, payroll, and bookkeeping, Corporate Retirement Services (ERISA-compliant plan administration), and Wealth Management (estate planning, investment management, financial planning). The services are designed to be integrated, allowing clients to receive coordinated accounting, tax, advisory, and wealth planning from a single firm.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Assurance

Quantifiable outcome

• Helped startups transition from Excel-based accounting to audit-ready practices
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Three partnerships are on record, tiered minor and core.

• Koltin Consulting GroupminorImplementation/ SI/ Consulting Partner · 19 March 2026Koltin Consulting Group CEO Allan Koltin advised both SD Mayer and Springline Advisory on this transaction, facilitating the strategic partnership and acquisition.
• Springline AdvisorycoreStrategic or Co-development Partner · 19 March 2025SD Mayer & Associates LLP became part of Springline Advisory as a founding firm in March 2026. The partnership is part of Springline's 'Scale with Soul' growth strategy, emphasizing seamless cultural integration and expanded service capabilities. SD Mayer maintains existing leadership and client service model while gaining access to Springline's national platform and resources.
• BDO Alliance USAcoreStrategic or Co-development PartnerIndependent member of BDO Alliance USA, the fifth largest association of accountants, consultants and professional services firms. With more than 550 independent Alliance firm locations, the Alliance represents nearly every state and includes a comprehensive range of services. SD Mayer can tap into global resources through this membership.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• RSM US: Largest U.S. middle-market audit, tax, and consulting firm with strong presence in technology and life sciences. Competes with SD Mayer for the same privately held middle-market and tech-startup clients across the Bay Area and nationally.
• BDO USA: Top-5 global accounting network and direct parent/operator of the BDO Alliance USA that SD Mayer belongs to. Competes in the same middle-market segments nationwide, including the Bay Area, with a broader national footprint and similar full-service model.
• Plante Moran: Large U.S. middle-market accounting, tax, and advisory firm with comparable full-service offering for privately held businesses, nonprofits, and HNW individuals. Same industry ranking tier and client segment focus as SD Mayer.
• Crowe: Top-10 U.S. public accounting and consulting firm serving middle-market and large private clients with audit, tax, advisory, and risk consulting. Comparable service breadth and middle-market orientation to SD Mayer at a larger scale.

Direct peers

• Eide Bailly: Top-25 U.S. accounting and business advisory firm providing audit, tax, technology, and outsourced services to middle-market companies and nonprofits. Closely comparable full-service, mid-market, and growth-via-acquisition orientation to SD Mayer.
• Withum: Top-30 U.S. accounting and advisory firm with full-service offerings across audit, tax, advisory, and managed services. Similar mid-market focus, growth orientation, and integrated service model to SD Mayer.
• Moss Adams: Major West Coast-headquartered accounting, tax, and consulting firm serving middle-market companies, HNW individuals, and nonprofits. Direct competitor in the same Bay Area middle-market and tech ecosystem with overlapping audit, tax, advisory, and wealth services.
• Wipfli: Top-20 U.S. accounting and consulting firm serving middle-market companies with audit, tax, advisory, and outsourced accounting. Comparable in scale, service breadth, and PE-backed growth orientation to SD Mayer within Springline.
• CliftonLarsonAllen (CLA): Large PE-backed (New Mountain Capital) U.S. accounting and advisory platform serving middle-market privately held businesses and HNW individuals. Closely comparable operating model, PE governance structure, and growth-via-acquisition playbook to SD Mayer's Springline platform.
• Armanino: Largest Bay Area-based accounting and business consulting firm; direct successor to BPM where SD Mayer's founder was previously CEO. Competes head-to-head for the same middle-market, technology, and nonprofit clients across the SF Bay Area with a comparable full-service offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/sd-mayer
• Xx.com/sdmayerllp

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SD Mayer & Associates