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

Add close oversight without building a full internal department.

A layered review of the close, balance-sheet integrity, accounting policies, and escalations — sized to the business.

Operating flow
  1. 1Close review
  2. 2Balance-sheet review
  3. 3Policy
  4. 4Escalation
  5. 5Sign-off

When controller support becomes useful

Growing volume
When close complexity outgrows a single bookkeeper.
Multiple entities
When intercompany or shared services require oversight.
Investor or board reporting
When reviewed reporting is expected on a cadence.
Policy questions
When revenue recognition, accruals, or classifications need coordination.

Review map

Required input
Prepared monthly close.
Responsible party
Institution controller
Output
Reviewed close.
FAQ

Frequently asked

  • It typically sits alongside bookkeeping and close because the review depends on the underlying work.