Our solutions

Financial and accounting services by Vimly

Vimly’s finance and accounting teams leverage years of benefits administration sector expertise to guide and support your organization.

With innovative technology, comprehensive trust accounting, and integrated finance and cash management services, we meet your administration needs with precision. Our benefits accounting team includes Certified Public Accountants (CPAs) and experienced finance professionals who understand benefits programs and support clients with accuracy, accountability, and effectiveness.

We back our work through a quality assurance program, managed by an independent firm, to complete SOC 1 and SOC 2 Type 2 audits. You can feel confident knowing strong controls safeguard your assets. We also support external annual audits for every trust client, creating consistent oversight and reinforcing the integrity of your financial administration processes.

Our services include:

Accounting and monthly financial statement preparation

Bank reconciliation services

Accounts payable services. Includes carrier premium payments, broker commissions, vendor payments, other operating expenses

Employer contribution and premium payment processing

Record, deposit, and reconcile COBRA and retiree contributions

Cash management, monitoring, and investment funds transfer

Bank and investment account management and support

Year-end tax reporting and government filings

See how Vimly can support you

Discover how SIMON’s benefits administration capabilities, combined with Vimly’s specialized financial accounting services, can strengthen your operations and streamline performance.