Strategies + Solutions
We provide experienced consulting. proven strategies. comprehensive solutions.
WHY WE'RE DIFFERENT
Our comprehensive approach provides you, your family and your business with a unique advantage. As a boutique consulting firm, we are able to develop a tailored strategy that takes into account your financial picture both personally and professionally. Our team collaborates and makes decisions to help you achieve financial success. Imagine what is possible when you have all your financial professionals under one roof working towards one common goal — you. Connect with us and experience the SIMA solution!
OUR APPROACH
1
ANALYZE
We look at it through your lens to understand your entire financial picture.
2
IDENTIFY
Then we take it down to basics — identifying what is and isn’t working.
3
STRATEGIZE
We collaborate to build a financial and operational strategy just for you.
4
IMPLEMENT
Then we implement solutions to alleviate your financial and business pain points.
1
ANALYZE
We look at it through your lens to understand your entire financial picture.
2
IDENTIFY
Then we take it down to basics — identifying what is and isn’t working.
3
STRATEGIZE
We collaborate to build a financial and operational strategy just for you.
4
IMPLEMENT
Then we recommend solutions to alleviate your financial and business pain points.
WHO WE ARE
Over the last 35 years, SIMA has grown from a small accounting firm to a robust consulting and financial services firm.
In 1985, Mark Jones founded an accounting and tax firm. He soon realized that his clients were missing a comprehensive financial approach. Today SIMA’s team of industry professionals work to provide businesses and individuals with an integrated financial strategy and solution.
Over the last 35 years, SIMA has grown from a small accounting firm to a robust consulting and financial services firm.
In 1985, Mark Jones founded an accounting and tax firm. He soon realized that his clients were missing a comprehensive financial approach. Today SIMA’s team of industry professionals work to provide businesses and individuals with an integrated financial strategy and solution.
0
+
Years in business
0
Experienced professionals
0
+
Happy clients
0
Financial solutions
0
+
Clients with multiple solutions
0
+
Years in
business
business
0
Experienced
professionals
professionals
0
+
Happy
clients
clients
0
Financial
solutions
solutions
0
+
Clients with
multiple solutions
multiple solutions
0
+
Years in business
0
Experienced professionals
0
+
Happy clients
0
Financial solutions
0
+
Clients with multiple solutions
SCHEDULE A CONSULTATION
Schedule a consultation and let our team show you the value we provide our clients! We look forward to working with you!
Financial strategies & solutions
Financial strategies & solutions
"I know I don't have to worry about maintaining compliance with SIMA behind me."
Sam
Owner of a Veterinary Practice
"SIMA has simplified our administration in so many ways. We have eliminated so many headaches as business owners."
Andrea
Owner of a Technology Firm
"We have counted on SIMA from the very beginning and they continue to evolve to meet our needs. It's truly a partnership."
Joe
Owner of a Customer Service Company
JOIN OUR MAILING LIST
Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
JOIN OUR MAILING LIST
Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
Latest Insights
Differences Between a PPO, HMO, POS & EPO
As a business owner or HR director, open enrollment can be stressful. With the plethora of acronyms used in the health insurance industry, it’s easy to get overwhelmed when deciding which plans are right for your company. While cost, employee preference, and plan designs are all vital when deciding the…
2022 First Quarter Market Commentary | Heather Voight, AIF®
The ever-increasing inflation and the subsequent economic tightening of the Federal Reserve in response dominated the first quarter of the 2022 market. Surprisingly, the COVID headlines we’ve seen for two years have begun to fade into the background. Unfortunately, that doesn’t mean COVID’s effects on the supply chain have eased:…
IRS Proposes Change to Family Coverage Affordability Rules
On April 5, 2022, the IRS released a proposed rule that would change the existing rules for eligibility for the premium tax credit (PTC). The PTC is available to eligible individuals who purchase health insurance coverage through the Exchange. Individuals who have access to affordable, minimum value employer-sponsored coverage are…
House Passes “SECURE 2.0” Bill
On March 29, 2022, the U.S. House of Representatives passed the Securing a Strong Retirement Act of 2022 with a bipartisan vote of 414-5. The act is often referred to as “SECURE 2.0” because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. …
PCORI Fee Amount Adjusted for 2022
The Internal Revenue Service (IRS) has issued Notice 2022-04 to increase the Patient-Centered Outcomes Research Institute (PCORI) fee amount for plan years ending on or after Oct. 1, 2021, and before Oct. 1, 2022. The updated PCORI fee amount is $2.79 multiplied by the average number of lives covered under…
Is Referenced Based Pricing Right for My Company?
Every year it seems like healthcare costs keep skyrocketing. As an employer, it’s important to consistently look at different health insurance alternatives to determine what works best for your company. In this article, we will walk through a “newer” healthcare model called Reference Based Pricing (RBP). What is Referenced Based…
Contact Us
Contact Us
Main: (804) 285-5700
IT Support: (804) 999-2021
Fax: (804) 285-5656
Location
6802 Paragon Place
Suite 410
Richmond, Virginia 23230
BY APPOINTMENT ONLY
info@simafg.com
itsupport@simafg.com
Business hours
Monday – Friday: 8 am – 5 pm
Contact Us
Contact Us
Main: (804) 285-5700
IT Support: (804) 999-2021
Fax: (804) 285-5656
Location
6802 Paragon Place
Suite 410
Richmond, Virginia 23230
BY APPOINTMENT ONLY
info@simafg.com
itsupport@simafg.com
Business hours
Monday – Friday: 8 am – 5 pm