The Spotlight Series

“These were my people. From the moment I met Bryan and Rick, I could tell we shared the same values, not just around accounting but around life. You can tell when someone thinks the way you do. I knew we’d get along.”

“When someone has a thought, we share ideas openly, explore solutions, and iterate as a team to create something that meets our bar. Once we have a solution in production, we continue making suggestions.”

“Formulary accountants have a firm grip on the numbers while also keeping the client context top of mind. Our interactions with LPs, auditors, and tax teams do not just reflect on Formulary, but on our clients as well.”