Your work with Institution, explained.

Access to accounting, banking, payroll, and any billing systems in use, plus existing formation and tax records and a single point of contact for early scope questions.

Live recurring work typically begins within two to three weeks of complete access, faster when historical records are already reviewed.

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

Unreconciled balances, unresolved exceptions, missing source records, or an outstanding decision the business owns. Each open item is shown with an owner and a required action.

Every request lives in the dashboard with a status, an owner, and a required next action. Nothing waits in email.

Ownership sits with a named person on Institution or a specific party at the client until the required action is complete. Ownership transfers are recorded events.

Reviewed statements, a one-page management summary, and any operational views agreed at onboarding arrive inside the dashboard on the cadence chosen at setup.

Reviewed records, evidence, and prior reporting packs remain retrievable inside the dashboard for the retention period documented at onboarding.

Institution prepares tax evidence and hands off to a licensed tax professional. The professional executes filings and Institution records completion, notices, and archived evidence.

Notices route to a named owner with a required action, response path, and completion record. Time-sensitive notices are surfaced the same business day.

The error is documented, the root cause identified, and the correction reviewed. Material adjustments are disclosed before they are booked and separated from live cadence.

Only the named team members staffed on the account. Onboarding and offboarding of team members are documented events.

External professionals receive scoped, permission-based access to the specific records they need for the specific matter, and access is closed on completion.

Scope changes are documented, priced where applicable, and reflected in responsibility and cadence. Nothing is quietly absorbed into recurring work.

Historical cleanup runs as a scoped stream with its own timeline and open-item register, so live cadence remains predictable.

Threaded conversations inside the dashboard route to the named owner on your account. Time-sensitive threads can be marked urgent and are prioritized within the business day.