Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
Outsourced finance function

Bookkeeping, controller oversight, reporting, and advisory — as one function.

Companies without an internal finance department get a coordinated finance operation instead of a stitched-together set of contractors.

Operating flow
  1. 1Bookkeeping
  2. 2Controller
  3. 3Reporting
  4. 4CFO advisory
  5. 5Compliance

How the function is structured

Bookkeeping layer
The monthly close as the source of truth for everything else.
Controller oversight
Review, policy coordination, and sign-off on cadence.
Reporting
Management reporting pack from the reviewed close.
CFO advisory
Cash planning, operating review, and decision support.
FAQ

Frequently asked

  • Yes. Responsibility boundaries are agreed during onboarding and can shift as the internal team changes.