About SIM Financial
Navigating Complexity with Expertise and Precision for Every Business
Born and raised in Arizona, I embarked on my academic and professional journey at Ottawa University, graduating in 2012. I furthered my education at Florida International University, where I earned my Master of Business Administration with a concentration in Accounting in 2014. Prior to my entrepreneurial venture, I garnered valuable experience in the construction industry, contributing as a Project Accountant and later as a Chief Financial Officer.
In 2015, I founded SIM Financial Services, initially called SIM Consultants, driven by a deep-seated desire to assist individuals and small businesses in navigating the complexities of accounting and tax matters. Our clientele is diverse, encompassing sectors such as Nonprofits, Faith-Based Organizations, Construction, Retail/Design, and Law Firms, each benefiting from our specialized services.
As a certified expert and Pro Advisor for QuickBooks Online and QuickBooks Desktop, I bring a wealth of knowledge to our services, which also include payroll, HR support, handbook creation, and LLC setup across all 50 states.
Outside of my professional life, I enjoy staying active by participating in CrossFit with my husband at our local gym, The Barnyard. We also take pleasure in attending local events, dining out at new restaurants, and traveling, exploring the rich variety of cultures and experiences both within the US and internationally.
My journey from Arizona to the establishment of SIM Financial Services is a reflection of my commitment to providing valuable services while maintaining a balanced and fulfilling personal life.
Client Testimonials
Our Services
1
Accounting/Bookkeeping
AIA Billings, Textura, G/L entry and reconciliations of accounts, EOM close,liability account creations and corrections, bank reconciliations, sales/use/tpt taxes, AP, AR, backcharges, and inter-company billings. Services also include a review of current Balance Sheet and Profit and Lossstatement for cleanup/corrections. YE Services include income tax filings including Schedule C, D, and E.
3
Tax Prep and Filling
Prepare and file tax returns ,Advise clients on taxation principles.
Calculate tax information ,Examine financial records.
Files tax returns for clients ,Providing future tax planning to clients. Prepare quarterly and annual reports ,Research tax laws. Uncover potential deductions and credits ,Utilizing tax preparation and bookkeeping software.
Advise against potential tax liabilities ,Filing the tax forms. Prepare tax payments ,Provide exceptional customer service . Respond to IRS inquiries and notices , Tax estimation and projection.