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 37 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.
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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
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Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
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Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
Latest Insights
HSA & HDHP Limits Will Increase for 2024
On May 16, 2023, the IRS released Revenue Procedure 2023-23 to provide the inflation-adjusted limits for health savings accounts (HSA) and high deductible health plans (HDHP) for 2024. The IRS is required to publish these limits by June 1 of each year. These limits include: The maximum HSA contribution limit; The…
Virginia Removes Minimum Wage Exemption for Workers with Disabilities
On April 12, 2023, Virginia adopted House Bill 1924 (HB 1924) to withdraw the labor law provision that allowed employers to pay wages below the minimum wage rate to workers with disabilities. HB 1924 becomes effective on July 1, 2030. Minimum Wage Requirements The Virginia Minimum Wage Act (VMWA) requires…
IRS Releases FAQs on Medical Expenses Related to General Health, Nutrition and Wellness
On March 17, 2023, the IRS released a set of frequently asked questions (FAQs) to address whether certain costs related to general health, nutrition and wellness are medical expenses that can be paid or reimbursed by a health savings account (HSA), health flexible spending account (FSA) or health reimbursement arrangement…
COBRA: Qualifying Events
The Consolidated Omnibus Budget Reconciliation Act (COBRA) is a federal law that requires most employers to provide former employees and dependents who lose group health benefits due to a “qualifying event” with an opportunity to continue group health coverage for a limited period of time. Qualifying Events COBRA coverage must…
2023 First Quarter Market Commentary
The first quarter of 2023 is already behind us and what a change from our last note. Year to date the S&P is up 7.5%, the Nasdaq is up 17%, and MSCI EAFE is up 6.7%. Growth outpaced value as fear of missing out took over after 2022’s losses. Yet…
How the End of the COVID-19 Emergency Periods Will Impact Health Plans
The Biden Administration has announced its plan to end the COVID-19 national emergency and public health emergency (PHE) on May 11, 2023. Employer-sponsored health plans have been required to comply with certain coverage requirements during the COVID-19 emergency periods, including the following: Health plans must cover COVID-19 diagnostic tests and…
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