Modern Accounting. Simple Pricing.
Bookkeeping, Taxes, and Advisory handled by a team that actually responds. Predictable flat-rate pricing based on your size.
Tax Advisory
Best for businesses that need essential accounting support to maximize their tax savings.
- Access to portal
- Dedicated accountant
- Year-round tax advice
- Proactive tax planning
- Quarterly reviews
- Financial planning
Core Accounting
Tax preparation plus proactive tax strategy backed by a team of experts.
- Filing of your annual income tax return for one (1) entity (Schedule C, 1065, 1120 or 1120S) with the IRS and your State
- Easy online filing process using AI to automate 25% of your return
- Competitive flat-rate pricing
- ClientBooks bookkeeping software subscription
- Expert review prior to filing
- Proactive tax advisory on your business with a team of experts
- Quarterly reviews & Annual tax plan
- Customized engagement plan and business plan
Core Accounting+
Comprehensive tax preparation, strategic advisory, and full-service bookkeeping.
- Everything in Core Accounting plan
- Full-service bookkeeping with a dedicated bookkeeper
Modern companies run on Institution
Everything you need.
Nothing you don’t.
Every plan comes packed with features designed to give you total visibility and peace of mind over your finances.
Dedicated Finance Team
Get a dedicated bookkeeper and review manager who actually understand your business model.
Catch-Up Included
Behind on your books? If you sign an annual contract, we’ll reconcile your YTD financials for free.
Detailed Monthly Reporting
Receive accurate Income Statements, Balance Sheets, and Cash Flow statements by the 15th.
Audit & CPA Support
We maintain audit-ready workpapers and liaise directly with your tax CPA at year-end.
Tech-Stack Integrations
Seamless integration with Stripe, Gusto, Rippling, Mercury, Ramp, and standard banks.
Bank-Grade Security
SOC2 compliant workflows. Your financial data is encrypted at rest and in transit.
Frequently Asked Questions
Ready to modernize your accounting?
Join hundreds of modern companies that trust Institution to handle their books, taxes, and back-office.