Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
For e-commerce

Channels, fees, and payouts, reconciled cleanly.

Channel activity, processor payouts, fees, refunds, disputes, and reconciliation coordinated so contribution context is real at close.

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Operating flow
  1. 1Channel
  2. 2Processor payout
  3. 3Fees & refunds
  4. 4Disputes
  5. 5Reconciliation
  6. 6Contribution

What e-commerce demands

Channel activity
Marketplaces and direct channels reconciled to gross sales.
Processor payouts
Payout timing and holdbacks matched to gross activity.
Fees and refunds
Fees and refunds categorized consistently for meaningful margin analysis.
Contribution margin
Reporting reflects contribution structure, not just total revenue.

Connected services

Bookkeeping & Close
Reconciled close with channel context.
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Financial Reporting
Contribution-focused reporting pack.
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Tax Coordination
Sales-tax and income-tax coordination.
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FAQ

Frequently asked

  • We coordinate records and hand off to sales-tax providers or licensed professionals for filing.