SD Mayer & Associates LLP B2B Case Studies & Customer Successes

SD Mayer & Associates is a fast-growing, full-service, community-minded technology, accounting, advisory and wealth management firm. They can also help clients plan for their future through all the retirement and wealth management services. They have the expertise to help clients in a variety of industries, including creative services, financial services, hospitality & leisure, professional services, manufacturing & distribution, nonprofits, real estate & construction, retail, technology and public companies.

Case Studies

Showing 11 SD Mayer & Associates LLP Customer Success Stories

Established in 1991, Armus Corporation, a healthcare technology solution provider, sought assistance in finding a retirement plan that better suited the growing company

ARMUS Corporation

Bayview Hunters Point Foundation is located in San Francisco and has a mission to build a community that is empowered, clean, safe and healthy

Bayview Hunters Point Foundation

When the husband and finance planner of a family suddenly fell ill, SD Mayer provided the financial management necessary until he could recover

Glass Family

Full-Service Printing & Fullfillment Company Improves Internal Accounting Processes with SD Mayer

Lahlouh

Restaurant Group Streamlines Accounting Processes by Having SD Mayer Integrate Their Financial Systems

Quince Restaurant

The Salesian Boys’ and Girls’ Club (the Club), is a nonprofit that celebrates the modern youth and is located in San Francisco, hosts athletics, library resources and more

Salesian Boys’ and Girls’ Club

Life Sciences Software Company Integrates Financial System, Procedures and Reporting with SD Mayer

Vineti

Financial Services Investment Company Improves Financial Operations by Upgrading Accounting System with SD Mayer

Wulff, Hansen & Co.

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SD Mayer & Associates LLP B2B Case Studies & Customer Successes

Case Studies

Established in 1991, Armus Corporation, a healthcare technology solution provider, sought assistance in finding a retirement plan that better suited the growing company

Bayview Hunters Point Foundation is located in San Francisco and has a mission to build a community that is empowered, clean, safe and healthy

Bookseller Implements Cloud-Based System to Handle Accounting in Multi-Location, Retail Environment

Nonprofit Improves Reporting for Their Board of Directors with the Help of SD Mayer

Families Grief Eased After Unexpected Loss of Primary Caretaker

When the husband and finance planner of a family suddenly fell ill, SD Mayer provided the financial management necessary until he could recover

Full-Service Printing & Fullfillment Company Improves Internal Accounting Processes with SD Mayer

Restaurant Group Streamlines Accounting Processes by Having SD Mayer Integrate Their Financial Systems

The Salesian Boys’ and Girls’ Club (the Club), is a nonprofit that celebrates the modern youth and is located in San Francisco, hosts athletics, library resources and more

Life Sciences Software Company Integrates Financial System, Procedures and Reporting with SD Mayer

Financial Services Investment Company Improves Financial Operations by Upgrading Accounting System with SD Mayer

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