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
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
Learn about how the professionals of tomorrow are learning in the classroom. “It’s a long way from blackboards and chalk.”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