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
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DOL Updates Construction Worker Wages Under the Davis-Bacon Act and Related Acts
On Aug. 8, 2023, the U.S. Department of Labor (DOL) announced a final rule that updates how wages for construction workers are calculated under the Davis-Bacon Act (DBA) and Related Acts (DBRA). The final rule will be effective 60 days after its publication in the Federal Register. Background Under the…
2023 Second Quarter Market Commentary
We made it to the halfway point of 2023, and like the first quarter, the market has continued to rally. Year to date, the S&P is up almost 17%, the tech-heavy NASDAQ is up over 32%, and MSCI ACWI Ex USA (the world excluding the U.S.) is up almost 10%.…
Form I-9 Remote Verification and Other Flexibilities End on July 31, 2023
On May 4, 2023, the U.S. Department of Homeland Security (DHS) and U.S. Immigration and Customs Enforcement (ICE) announced that the COVID-19 flexibilities for the Employment Eligibility Verification form (Form I-9) will expire on July 31, 2023. The announcement also clarifies that employers will have until Aug. 30, 2023 to…
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…
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