Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
For professional services

Engagement to delivery to receivables, connected.

Engagement setup, delivery economics, billing, receivables, and management reporting handled through one operating record.

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Operating flow
  1. 1Engagement
  2. 2Delivery
  3. 3Billing
  4. 4Receivables
  5. 5Reporting

Where visibility matters

Engagement setup
Structured engagement records that feed billing and reporting.
Delivery economics
Costs and time captured consistently for real margin analysis.
Billing
Milestone or retainer billing coordinated with receivables follow-up.
Reporting
Partner reporting from the same close, on cadence.

Connected services

Accounts Receivable
Follow-up cadence and reconciliation.
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Financial Reporting
Partner-ready reporting pack.
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Controller Support
Reviewed close on cadence.
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FAQ

Frequently asked

  • Yes. Time and materials arrangements are coordinated in the close through consistent categorization.