Case Study: RE/MAX Realtor Debbie Walter streamlines bookkeeping and tax management with Formations

RE/MAX agent saves monthly hours with Formations

Debbie Walter, a real estate agent with RE/MAX, was struggling with an inefficient and time-consuming process for managing her S-Corp and LLC. She had to coordinate between a separate bookkeeper, CPA, and financial advisor, which was a burdensome monthly chore that often took weeks to get answers. Her prior CPA also lacked specialized knowledge of the real estate industry. She turned to Formations for a consolidated solution.

Formations provided an all-in-one service for bookkeeping, tax filing, real estate accounting, and payroll processing. This eliminated the need for Debbie to manage multiple entities, saving her significant time and reducing her anxiety. The Formations team offered highly communicative support and immediate responses to her questions. The result was a streamlined process where she no longer had to manually download and email statements, and she received timely monthly P&Ls and tax returns.

RE/MAX