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

Plans and pricing

Run your own books, or choose tax and bookkeeping support from Institution.

You run the books

DIY Accounting

Keep your own books in Institution Books with connected bank feeds, transaction review, reconciliation and financial reports.

$29/ month

$29 billed monthly per company.

Choose DIY Accounting

30-day workspace trial. No credit card required.

Checking trial availability.

  • Connect your company's bank accounts
  • Bank feeds and transaction imports
  • Ask Max and categorization suggestions for your review
  • Transaction review and bank reconciliation
  • Profit & Loss, Balance Sheet and Cash Flow reports
  • Company records, documents and team access
  • Accounting in Institution Books

You review and approve your accounting.

Cost comparison

See your annual cost side by side

Start with a representative U.S. accounting-services benchmark, then adjust any amount to match your CPA or accountant fees.

Compare what you actually pay

Start with a sourced U.S. accounting-services benchmark, then edit any amount to match your latest CPA or accounting proposal.

Institution plan

Tax Desk coverage plus a dedicated bookkeeper and monthly close.

Institution billing

Uses Institution's published annual price.

CPA / accountant cost inputs

Representative costs are prefilled. Edit any amount to match your provider.

Benchmark
How the benchmark is built

Bookkeeping uses $500 per month as the default comparison amount. Edit it to match the monthly bookkeeping or close support on your current proposal.

Business tax preparation uses $1,310 per year and advisory uses $175 per month. Those are conservative estimates based on the midpoint or lower edge of Ignition's U.S. accounting-firm pricing ranges, with a small adjustment for current pricing.

State filing uses $500, matching Pilot's current additional-state filing price. Registered agent uses $187, the midpoint between current $125 and $249 public annual prices from Northwest and LegalZoom.

Ignition U.S. pricing benchmarkQuickBooks Live bookkeepingPilot tax pricingNorthwest registered agentLegalZoom registered agent
Annual cost comparison
CPA / accountantBenchmark estimate
$10,097
$841 monthly equivalent
Institution Finance Desk
$2,799
$233 monthly equivalent
Estimated annual savings
$7,298
72% lower

About $608 less per month with Institution against this benchmark.

Included in Finance Desk
  • Business IRS tax filings
  • Annual state tax filings
  • Registered agent service
  • Year-round support and reporting
  • Dedicated bookkeeper and monthly close
Get Finance Desk

This benchmark is an illustrative U.S. accounting-services estimate, not a quote or market average. Actual professional fees vary by entity type, location, complexity and service scope. Government fees, state taxes, additional jurisdictions, specialty add-ons and third-party software are excluded from both sides unless already included in the plan or provider costs shown above.

Add-ons and specialty services

Tax add-ons
Specialty services

Answers before you decide

  • What is included in DIY Accounting?
    DIY Accounting includes Institution Books for $29 per month or $279 per year per company, with bank account connections, Ask Max, transaction review, reconciliation and financial reports. You review and approve your own books.
  • How does the trial work?
    Eligible organizations can try the workspace for 30 days without a credit card. Verify your email and set up your first company to activate it when enrollment is open. Your dashboard shows the days remaining and the end time in your timezone. Paid services and integrations are separate.
  • What happens when my trial ends?
    You will not be charged automatically. Choose a paid plan to continue accounting actions. Your existing records remain available to view and export. Professional services are purchased separately.
  • Are there setup or onboarding fees?
    There are no setup or onboarding fees. Historical data migration from your previous accountant or accounting software is included where it is part of the service scope.
  • Do you work with international founders?
    Yes. International founders can use Institution for US company operations. Service availability and filing scope can vary by jurisdiction and engagement.
  • Are bank connections, QuickBooks or Xero included in the trial?
    The 30-day trial includes up to two connected bank accounts and live bank sync. QuickBooks Online and Xero are available with Tax Desk, Finance Desk and Managed Accounting, using your own compatible provider subscription. Existing customer agreements retain their contracted scope.
  • Which accounting software can I use with service plans?
    For Tax Desk, Finance Desk and Managed Accounting, connect QuickBooks Online or Xero, or grant our team accountant access to your existing accounting software. We confirm access and the service scope during onboarding.
  • Can I change or cancel a service?
    Yes. Service terms depend on the product and engagement. Your Institution account remains available independently from a paid service.