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.
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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
2022 Fourth Quarter Market Commentary
2023 is upon us and most investors are happy to bid 2022 adieu. It’s been a turbulent year, to say the least, with inflation, aggressive rate hikes, war, and significant losses across asset classes. Correlations between equities and fixed income turned positive, and investors felt the sting of losses in…
IRS Announces 2023 Standard Mileage Rates
On Dec. 29, 2022, the IRS announced the 2023 optional standard mileage rates, which are used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. The 2023 standard mileage rates for the use of a car (also vans, pickups or panel trucks) will…
“SECURE 2.0” Act Becomes Law
On Dec. 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023, an omnibus bill that includes the “SECURE 2.0” legislation, referred to as such because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. Key SECURE 2.0 provisions include: Expanding automatic…
2022 Year-End Technology Checklist
Our Chief Technology Officer, Kelly Davis, wants to ensure you wrap up 2022 knowing that your networks and hardware are secure for the near year! Check out his tips below: 1. Review your backup devices and services Business backup solutions are as simple as having an external hard drive connected…
DHS Extends Form I-9 Flexibilities
On October 11th, 2022, the U.S. Department of Homeland Security (DHS) announced it is extending updated flexibilities for Form I-9 due to the continued safety precautions related to COVID-19 until July 31st, 2023. Background Federal law requires every employer that recruits, refers for a fee, or hires an individual for…
Health FSA Limit Will Increase for 2023
On Oct. 18, 2022, the IRS released Revenue Procedure 2022-38 (Rev. Proc. 22-38), which includes the inflation-adjusted limit for 2023 on employee salary reduction contributions to health flexible spending accounts (Health FSA). The Affordable Care Act (ACA) imposes a dollar limit on employees’ salary reduction contributions to health FSAs. This…
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