
51 - 200 employees
🏥 Healthcare
🛡️ Insurance
💼 Consulting
Healthcare • Insurance • Consulting
Formations is a financial management solution designed specifically for self-employed individuals who want to take advantage of the benefits typically reserved for W2 employees without actually becoming one. It automates the creation and management of S-Corporations, providing a tax-efficient structure for small businesses. By using Formations, self-employed professionals can save significantly on taxes, receive steady paychecks, and gain real-time insights and recommendations on their financial choices. The platform also connects users with certified bookkeepers or CPAs and offers access to employee benefits like health insurance and 401K, facilitating the maximization of their financial potential.
🕒 June 23
Customer Success Manager at a FinTech startup managing a portfolio of self-employed professionals. Advising on tax and financial operations while delivering exceptional customer experience.