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

A finance team that works as one, without adding every role in-house.

Bookkeeping, controller review, CFO advisory, tax coordination, payroll coordination, and reporting follow one operating rhythm with clear owners and review points.

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Illustrative workflow
Role
Client leadership
Direction
Active
Role
Internal finance
Named participation
Assigned
Role
Institution · Bookkeeping
Reconciliation + close
Reconciled
Role
Institution · Controller
Standing review
In review
Role
Institution · Advisory
Scenario framing
Ready
Role
Tax preparer
External handoff
Waiting
Role
Payroll provider
Journal source
Reconciled
Role
Banks + processors
Sources
Active
Role
Legal counsel
When engaged
On call
Operating-team workspace

One request. Its full path across the finance office.

Request activity
  • Client · Finance lead submitted reporting question
    Initiation
  • Institution · Bookkeeping pulled reviewed close
    Record provision
  • Institution · Reporting assembled extract
    Preparation
  • Controller reviewed extract
    Review
  • Client · Finance lead approved delivery
    Approval
  • Tax preparer received evidence packet
    External action
  • Institution retained request record
    Retention
Responsibility inspector
Current owner
Reporting
Reviewer
Controller
External dependency
Tax preparer
Completion
Ready
Recurring rhythm

The operating calendar the office runs on.

Cadence
Weekly
Month-end
Post-close
Quarterly
Requests
Chase and assign
Cutoff
Retain
Recalibrate
Receivables
Follow-up
Reconcile
Report aging
Bad-debt review
Payables
Approve run
Accruals
Retain
Vendor cleanup
Close
Preliminary
Full close
Release pack
Cadence review
Reporting delivery
-
Assembly
Delivered
Recipient review
Controller review
Ad-hoc
Final review
Sign-off
Process review
Advisory review
-
-
Advisory pack
Scenario review
Tax and compliance
Notice review
Filings due
Retain evidence
Preparer sync
Review and escalation

Where an open question sits, and when it moves.

Reclassification query
In review
Owner
Bookkeeping
Reviewer
Controller
External
None
Payroll journal variance
Assigned
Owner
Payroll
Reviewer
Controller
External
Payroll provider
Tax evidence request
Waiting on records
Owner
Reporting
Reviewer
Client · Finance lead
External
Tax preparer
Management reporting

Reviewed statements plus commentary. Same record, different views.

PANEL 01
Reviewed statements
Signed off before delivery
PANEL 02
Commentary
Reviewed with the pack
PANEL 03
Cash context
Position and movement
PANEL 04
Decision questions
Standing agenda
PANEL 05
Follow-up actions
Owner and completion
Records retained

What the operating office carries forward.

RECORD 01
Operating responsibility map
Every activity has a named owner
RECORD 02
Monthly cadence
Weekly, close, and reporting rhythm
RECORD 03
Request history
Every request, from initiation to retention
RECORD 04
Reviewed reporting pack
Signed off before delivery
RECORD 05
Controller review record
Standing agenda and sign-off
RECORD 06
Advisory decision log
Framed decisions and evidence
Connected services

How the core finance work fits together.

Bookkeeping & Close
Input
Source records
Handoff
Reconciliation + review
Output
Reviewed close
Review the close workspace
Controller Support
Input
Reviewed close
Handoff
Standing agenda
Output
Sign-off record
See how controller review works
CFO Advisory
Input
Reviewed record
Handoff
Scenario framing
Output
Decision context
Explore advisory context
Financial Reporting
Input
Reviewed close
Handoff
Recipient views
Output
Reporting pack
Understand the reporting pack
Accounts Receivable
Input
Invoice cadence
Handoff
Follow-up
Output
Cash record
See receivables
Accounts Payable
Input
Vendor bill
Handoff
Approvals
Output
Ledger entry
See approvals
Payroll Coordination
Input
Provider journal
Handoff
Reconciliation
Output
Ledger entry
See payroll
Tax Coordination
Input
Reviewed ledger
Handoff
Evidence handoff
Output
Preparer packet
Follow the tax path
Compliance
Input
Obligation calendar
Handoff
Owner + evidence
Output
Compliance record
Follow the compliance path

Questions from leaders operating with a coordinated finance office.

  • Can our existing internal finance team stay involved?
    Yes. Institution operates alongside internal staff. Ownership of each activity is declared on the operating record so no work runs twice.
  • How is responsibility named?
    Every request has a named owner, a named reviewer, and a completion record. Escalation paths are documented.
  • How are external providers coordinated?
    Tax preparers, legal counsel, payroll providers, banks, and processors are coordinated through the same record. Institution prepares evidence and preserves the handoff.
  • What does the monthly process look like?
    Weekly requests, receivables and payables review, month-end close, reporting, controller review, and advisory work follow an agreed schedule.
  • How is reporting delivered?
    One reviewed pack is delivered on the agreed schedule. Recipient-specific views are prepared from that reviewed pack.
  • Can the scope change over time?
    Yes. Additional coverage layers onto the same operating record without re-migrating history.
  • Can bookkeeping, business tax and company services sit under one provider?
    Finance Desk combines a dedicated bookkeeper, recurring close, business tax filings and company services. It is $299/month or $2,799/year, plus state fees. The proposal still needs to identify entities, returns, professional responsibilities, software and add-ons.
  • Should we outsource or hire an internal finance team?
    Compare the recurring work, reviewer coverage, response needs, system ownership and total cost of the same scope. An internal team may suit daily management needs; an outsourced or hybrid team can cover an agreed close and specialist work. Keep approval authority and a named internal owner.
  • What should we ask before moving from Pilot, Kruze or another provider?
    Request usable exports, the last completed close, outstanding tax work, data-access terms and cancellation dates. Compare the new proposal's actual deliverables, accounting basis, review and annual cost. Do not treat different headline prices as equivalent scopes.
  • What is outside an outsourced accounting engagement?
    Legal advice, securities advice, audit opinions, bank approval and authority to make the client's business decisions remain outside Institution's operating role. Payroll administration, sales tax, controller work and CFO deliverables must be identified expressly rather than inferred from the phrase full service.