Accounting and Finance

Accounting and financial services for benefits administration.

Benefits administration requires financial accuracy, discipline, and strong controls. Trust accounting, premium flows, reconciliations, and reporting leave little room for error, especially as programs grow and evolve.

Vimly’s accounting and finance teams bring deep benefits administration expertise, supported by innovative technology, comprehensive trust accounting, and integrated finance and cash management services. Certified Public Accountants and experienced finance professionals apply disciplined processes to support your organization with consistency and accountability.

We back our work through a quality assurance program managed by an independent firm, including SOC 1 and SOC 2 Type 2 audits. You can feel confident knowing benefit assets are safeguarded, supported by external annual audits for every trust client.

Our services include:

Accounting and monthly financial statement preparation

Bank reconciliation services

Accounts payable services

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 the benefits administration capabilities of SIMON, paired with Vimly’s specialized accounting and financial services, can strengthen your operations and streamline the way you do business.