Modern Accounting. Simple Pricing.
Bookkeeping, Taxes, and R&D Credits — handled by a team that actually responds. No hidden fees. No hourly billing surprises.
Monthly Spending
14-day money-back guarantee. No questions asked.
“Switching to Institution was the best financial decision we made this year. Transparent pricing, no surprise hourly bills, and a team that actually understands our business.”
Sarah Jenkins
CEO at TechFlow
Every plan comes fully loaded
Unlike our competitors, we don’t nickel-and-dime you for the basics. Here are premium features included in absolutely every tier.
Dedicated US-GAAP Team
No AI bots. Your books are handled by certified accounting professionals.
Direct Communication
Skip the support tickets. Message your team directly in-app or via email.
Free Data Migration
We bring over all your historical data from your old CPA or software at no extra cost.
Year-End Tax Prep
Clean, neatly packaged financials handed directly to your tax preparer.
Bank-Grade Security
256-bit encryption and strict internal audits to keep your financial data locked down.
Monthly Financial Reports
Get accurate P&L, Balance Sheet, and Cash Flow statements on time, every time.
Frequently asked questions
Everything you need to know about our pricing and billing.
No. Our pricing is 100% transparent. The price you see on the calculator or the tax plans is exactly what you pay. We never charge for onboarding, standard data migration, or routine communication.
Not at all. We offer month-to-month pay-as-you-go plans for ultimate flexibility. However, if you choose to bill annually, you lock in a substantial discount ($1,200/year savings on bookkeeping).
We monitor your trailing 3-month expense average. If you dip into a lower tier, your price will decrease automatically. If your business grows consistently into a new tier, we will proactively notify you before adjusting your rate.
Once you sign up, you securely grant us access to your existing accounting software (like QuickBooks or Xero). Our dedicated US-GAAP team securely maps your chart of accounts and ports over all historical data at no extra cost.
Ready to upgrade your back office?
Join hundreds of fast-growing companies that trust Institution with their bookkeeping, tax compliance, and financial reporting.