Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
About Institution

Finance operations, treated as one continuous responsibility.

Institution exists because formation, bookkeeping, compliance, tax records, reporting, and ongoing requests are usually handled across separate systems with no clear owner for the connection between them. Institution coordinates that connection.

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The operating layer
Entity records
Formation filings, ownership, and authority evidence.
Source financial records
Bank feeds, payroll journals, invoices, and receipts.
Requests and answers
Threaded questions routed to a named owner.
Notices and obligations
Franchise notices, annual reports, and compliance.
Professional handoffs
Tax preparers, legal counsel, and audit contacts.
Reporting
Reviewed statements and a management summary.
One operating record survives every handoff between founder, controller, and external professional.

Why Institution exists

Six work surfaces usually live in six different tools with six different owners. The company ends up with fragments of the truth in each one and no complete view anywhere. Institution puts a single owner on the connection so those surfaces converge into one operating record.

Entity records that never travel with the books.
Source records that never make it into review.
Requests that lose ownership between providers.
Notices that arrive without a response path.
Professional handoffs with no shared context.
Reporting assembled at the end from the wrong inputs.
EntitySource recordsRequestsNoticesHandoffsReportingInstitutionoperating record

A named owner at every point where work changes hands

Step 1
Client
Decides scope, approves outcomes, and provides the records only the business has.
Step 2
Institution
Coordinates, records, reviews, and holds the operating relationship together.
Step 3
Specialist
Tax, legal, or audit professionals execute regulated work with shared context.
Step 4
Completion
Every step ends in a record: reviewed, dated, and attributable.
Step 5
Continuity
The record carries into next month, next quarter, and next professional.

Operating principles

Coordination over collection

Companies rarely need another disconnected provider. They need the providers they already have to work from the same operating record, with one owner for the connection between them.

Human responsibility, software-assisted

Software routes work, holds context, and keeps the record. It does not decide. Every recurring responsibility has a named human owner and a review path.

Direct answers when scope changes

When a question falls outside coordination scope, we say so and route it to the right professional. We do not narrate around uncertainty or absorb prior-period cleanup into live work.

A continuous record across providers and cycles

One record survives from formation through the current close and forward into next quarter's reporting, regardless of which provider is doing which step.

The operating record

1
Created
A record enters with a source, an owner, and an outcome.
2
Assigned
Ownership sits with a named person or provider.
3
Evidenced
Supporting records attach to the record itself.
4
Reviewed
A second set of eyes signs off before release.
5
Completed
The record moves into the operating archive.
6
Reported
It reaches the appropriate statement or pack.
7
Carried forward
It informs the next cycle without a rebuild.

Who Institution supports

Startups
Formation, first close, runway reporting, and diligence readiness.
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Growing businesses
Repeatable close, reporting, and compliance rhythms before complexity compounds.
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Agencies
Project economics, contractor costs, receivables, and cash visibility.
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E-commerce
Channel reconciliation, fees, refunds, payout records, and contribution context.
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Professional services
Milestone billing, delivery economics, receivables, and partner reporting.
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Multi-entity businesses
Separate books and deadlines with connected management oversight.
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International founders
U.S. formation, EIN coordination, Registered Agent, and operating records.
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Start where the responsibility is breaking down.

Coverage can begin with one responsibility and expand as the operating record earns trust. Choose a path or talk with the team about the current friction.

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