Case Study: Substack achieves financial clarity and streamlined taxes with Formations

Substack - Customer Case Study

Monica Multani, a gastroenterologist and independent contractor physician, needed a better way to manage the financial complexity of her 1099 locum tenens work. As her income changed month to month, she wanted visibility into bookkeeping, payroll, and taxes all in one place.

Formations provided Monica with an all-in-one platform for bookkeeping, payroll, and tax preparation, along with proactive tax strategies, educational resources, and responsive customer success support. As a result, Monica gained mental clarity and confidence around her finances, switched from using TurboTax for her personal taxes, and said she has recommended Formations to all of her colleagues.

Substack

Monica Multani

Gastroenterologist Physician