SIMA Financial Group

SIMA Financial Group

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About

Founded in 1985, SIMA Financial Group is based in Richmond, Virginia, serving the local business community and sophisticated entrepreneurs. Over the years, they have developed an extensive range of customized financial services. Their dedicated team works closely with clients to identify and execute financial strategies tailored to their unique needs. From accounting and tax to wealth management, SIMA is committed to strengthening and enhancing the legacies of their clients.


Highlights

40 years in business
Serves Richmond , VA

Specialties

Industry

Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries

Annual income

Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue

Accounting software

QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software

Accounting needs

Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP

Accounting for

Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit

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Services offered

Accounting
Hr And Payroll