Format Financial was founded to give growing businesses access to the kind of financial discipline, reporting, and strategic insight typically found in larger organizations.

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Founder Mathew Joseph brings more than a decade of experience across accounting, financial operations, risk, investment management, and business process improvement, with experience at Deloitte, Bridgewater Associates, and Winklevoss Capital Management. His background includes managing financial reporting and accounting across a variety of entities, developing financial systems and controls, supporting investment-related decision-making, and helping leadership teams better understand financial performance. 

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With a degree in accounting and a background spanning both traditional finance and modern investment environments, Format Financial combines strong financial fundamentals with a practical, business-focused approach. 

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Our goal is simple: provide business owners with the financial clarity, structure, and insight they need to make better decisions and build stronger businesses.