Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
Startups

From formation to the first reviewed close.

Formation, EIN, Registered Agent, recurring books, compliance, and reporting become one continuing operating record. The founder stops being the operating record.

Get startedRequest demo
C
Company record
Delaware · Formed
  • FormationRetained
  • EINRetained
  • Reg. AgentActive
  • Bank readinessAssembled
Bookkeeping
Monthly cadence
Ready
Payroll
Provider journal
Reconciled
Compliance
Franchise + annual
Assigned
Reporting pack
Reviewed monthly
Needs review
Diligence archive
FormationEIN letterCap table (provided)Reviewed statementsPayroll filingsCompliance record
Operating story

The formation record becomes the foundation for everything after.

Banking readiness, payroll, bookkeeping, compliance, tax evidence, and reporting all draw on the same record. They do not restart every quarter.

Entity record
Company · Delaware C-Corp
Responsible party assigned
  • Formation confirmation Retained
  • EIN letter Retained
  • Registered Agent Active
  • Ownership evidence On file
Banking readiness
Application packet
Ready
Identity, entity, and source-of-funds records assembled. Approval remains with the institution.
Payroll provider
Reconciled to ledger
Reconciled
Provider journal, tax filings, and benefit deductions folded into monthly close.
Compliance calendar
First-year obligations
Assigned
Franchise tax, annual report, and federal deadlines routed to a named owner.
Tax evidence packet
Books-to-return
Waiting on records
Assembled continuously so the licensed preparer receives one clean handoff.
Founder-managed finance ends here

Every request finds its owner, not the founder's inbox.

A question enters. The responsible owner is assigned. The source record is identified. Institution prepares or coordinates. The external professional receives only the relevant evidence. Completion is retained.

Incoming request
Investor asked for last month's operating expense by category.
  • Founder forwarded to operating record
    Received
  • Institution assigned owner: Bookkeeping
    Same day
  • Bookkeeping identified source: reviewed close pack
    Same day
  • Reviewer approved the extract
    Next day
  • Founder shared with investor
    Delivered
Responsibility inspector
Current ownerInstitution · Bookkeeping
Source recordReviewed close
ReviewerController
External handoffNone required
Completion retainedComplete
First close

The close room, the first time it runs.

Sources are collected, coverage is verified, exceptions get an owner, review happens on the record, and the reporting pack releases on cadence.

Source collection
  • Operating bank Reconciled
  • Corporate card Reconciled
  • Payroll journal Ready
  • Founder reimbursements Waiting on records
Exception register
  • Missing vendor invoice
    Owner: Founder · Impact: 1 line
  • Classification review
    Owner: Reviewer · Impact: 2 lines
  • Intercompany transfer
    Owner: Controller · Impact: 1 line
Release
  • Coverage Complete
  • Review In review
  • Reporting pack Assigned
  • Diligence archive Ready
Records retained

The record that remains after the first year is configured.

FILE 01
Entity record
Formation, EIN, ownership evidence
FILE 02
First-year obligation map
Federal, state, and franchise items
FILE 03
Close calendar
Cadence and named owners
FILE 04
Reviewed reporting pack
Statements plus commentary
FILE 05
Diligence record index
Preserved evidence trail
Connected services

Every service continues the same record.

Company Incorporation
Input
Founder intent
Handoff
Filed entity + EIN
Output
Entity record
See how the entity record begins →
EIN Support
Input
Responsible party
Handoff
IRS confirmation
Output
Federal tax ID
Understand EIN readiness →
Registered Agent
Input
Entity of record
Handoff
Notice routing
Output
Preserved notices
See notice routing →
Bookkeeping & Close
Input
Source records
Handoff
Reconciled ledger
Output
First monthly close
Review the first monthly close →
Financial Reporting
Input
Reviewed close
Handoff
Reviewed pack
Output
Reporting recipients
See the reporting relationship →
CFO Advisory
Input
Reviewed record
Handoff
Scenario framing
Output
Decision context
Explore advisory context →

Questions from founders in their first year.

  • The moment the entity has a bank account and the first business transaction. Waiting until year-end forces reconstruction from receipts and memory, which is the most expensive path.