Consulting + Advisory
We provide guidance to help you achieve your business goals, improve financial performance, and plan for long-term success. Our team works closely with you, offering tailored solutions to address your unique challenges and opportunities.
Consulting & Advisory Solutions
Controller and CFO Services
Gain access to experienced financial leadership without the need for a full-time hire. Our controller and CFO services ensure sound financial management and strategic decision-making.
Business Development
Strategize and execute growth plans to expand your market reach, boost revenue, and foster innovation.
New Business Entity Consulting & Setup
Get expert advice on structuring and setting up your new business entity for success, while ensuring compliance with legal and tax regulations.
Strategic Debt & Equity Location
We assist in identifying the best funding sources, whether through debt or equity, to fuel your business growth.
Identify Waste & Opportunity
We help you streamline operations by spotting inefficiencies and uncovering areas for improvement to maximize profitability.
Cash Flow Management
Our cash flow management services ensure your business has the liquidity it needs to thrive, even in challenging times.
Business Valuations & Analysis
We provide accurate business valuations and in-depth analysis to support informed decisions about your company’s future.
Risk Advisory
Minimize risk and protect your business with our comprehensive risk management strategies tailored to your industry’s needs.
Succession Planning & Exit Strategies
Ensure a smooth leadership transition or business sale with our careful succession and exit strategy planning.
Strategic Consulting with our Wealth Management Team
Get comprehensive financial strategies that support both your personal and business wealth goals, ensuring long-term prosperity.
What To Expect Working With SIMA Accounting
When you work with SIMA Accounting, you can expect a dedicated team focused on delivering personalized financial solutions tailored to your specific business needs. We prioritize building long-lasting relationships through trust, transparency, and results-driven service.
Initial Phone Consultation
Your SIMA CPA will discuss your specific needs and business goals.
Document Request
Your SIMA Consultant will provide you with documents to help us understand your business needs.
Proposal Development
At no charge, your SIMA CPA will develop a proposal based on your personal input.
Meeting to Discuss Presentation
Based on your preference, the proposal will be presented by your consultant either face-to-face or via email, with a subsequent follow-up discussion.
Engagement Agreement
Once agreed upon, the engagement letter will be drafted and signed.
Team Introduction
You will meet with your local consultant from our internal team who will work closely with your account to reach your goals.
Schedule Your Consultation For Consulting & Advisory Services Today
Our experienced team is committed to offering proactive business advisory solutions that support your company’s growth and sustainability. Whether you’re launching a new venture, managing day-to-day operations, or planning for the future, we’re here to ensure you succeed at every step. Contact us to learn how we can help transform your business.
Connect with us today to learn how we can help you streamline your company’s bookkeeping efforts.
