”This step-by-step process and ability to communicate with my team as needed, allowed me to feel guided in a space I felt overwhelmed by

Bethany Bickel,
LCSW,
Clinical Social Worker

Bethany is a Licensed Clinical Social Worker, who provides clinical behavioral health services for clients who are struggling with trauma and averse life events. After years in agency work, She took the leap and opened a private practice. Bethany is confident in her abilities as an LCSW but felt lost around most aspects of financial/tax organization and protocols.

“I’m grateful for the entire process provided from Formations! Through the onboarding process, they helped me determine what my business might be eligible for, what next steps were for setting up, and what would be required of me”

 

How Formations helped me?

Formations helped me set my business on track and manage my S-corp:

  • Enable massive tax savings by setting up an LLC as an S-Corp
  • Handling my business financials, including Bookkeeping & Reconciliation, Tax filing, and Running Payroll.
  • Avoid audits by keeping me compliant with IRS requirements.
  • Expert advice when I need it on tax planning, cash flow management, and retirement saving.

“This step-by-step process and ability to communicate with my team as needed, allowed me to feel guided in a space I felt overwhelmed by”

How I grew my business with Formations?

“I have saved a significant amount of money on taxes, and the service provides me peace of mind, knowing my business is functioning as it needs to. The value of Formations services is worth it to be each month, and their guidance has been a vital part of the success of my business”

 

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