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

The operational questions clients ask most.

Cadence, boundaries, deliverables

  • Standard books close by the 15th business day of the following month for engagements onboarded on the standard cadence, and by the 10th business day for Managed Accounting engagements. Exceptions are surfaced early rather than absorbed silently into the close.