Since 1944, SLD has worked in partnership with generations of family-owned and closely-held businesses, nonprofits, and individuals in the San Francisco Bay Area. Our legacy of providing independent, objective advice continues to make reaching their objectives possible.
A poorly designed investment menu can cripple participant outcomes and investment performance. Behavioral finance research suggests that participants are overwhelmed when offered too many investment options.Read More
Discover top three strategies that yield sales tax savings for restaurants.Read More
Do you think the current 401(k) system is working? Do you think more data and analysis is necessary to inform […]Read More
If you’re not an accountant, it’s time to stop struggling with issues and concepts that aren’t a part of your core business. Working with an expert on an outsourced basis can not only make your life easier, but bring visible improvements to your business.Read More
SLD’s new Walnut Creek branch will accommodate the Firm’s growth, providing a stronger local presence in the vital 680 Corridor, and new accessibility for the Firm’s clients and staff.Read More
“Our team here has worked hard to ensure our clients are served with the most talented, responsive and consistent accounting and advisory services possible,” said James R. Dobberstein, Managing Principal at SLD.Read More