Financial Clarity Across Every Practice
Managing multiple Professional Corporations (PCs) and a Management Services Organization (MSO) shouldn’t mean multiple headaches. Institution consolidates all of your finances, so you can see the full picture.
Trusted by 500+ businesses
Your PC-MSO structure is complex. Your view of it shouldn’t be.
You have multiple Professional Corporations and a Management Services Organization. Manual consolidation is slow, error-prone, and outdated by the time it’s done.
Institution unifies all your entities into one live view, giving you an always-accurate picture of cash flow, profit, and performance.
-
Automated consolidation
All entities in one real-time view
-
Intercompany tracking
Management fees and transfers handled automatically
-
Unified reporting
One dashboard, all your practices
Consolidated View
MSO + All PCs
Profit & Loss (Consolidated)
24/7 Accounting For Complex Practices
PC-MSO Finances on Autopilot
Automated Multi-Entity Bookkeeping
Institution automatically handles bookkeeping across all PCs and the MSO, then consolidates them for you. No manual spreadsheet work.
Consolidated Dashboard
Financial data across all practices. See your total business performance and individual PC breakdowns, all in one place.
Complex Business Tax
From consolidated returns to 1099s, we ensure compliance and maximize deductions for your unique PC-MSO structure.
Your Financial Ops in Slack
Complex PC-MSO questions answered by experts who understand healthcare and professional service finance structures.
Why Choose Institution
Big-4 Expertise For Your PC-MSO Business
Automated consolidation
A unified view across all practices without manual work.
PC-MSO Expertise
Proper tracking of management fees and intercompany transfers.
Unified reporting
One dashboard for all your entities, not a separate login for each.
Expert team
50+ years of Big-4 experience with complex entity structures.
Trusted by Top Founders & Operators
500+ Businesses Count on Institution for Financial Clarity
“I’ve received 300+ introductions in the last year. I’m not sure any have been more valuable than Institution.”
Peter Daggett
CEO @ Medfinder
“Institution is the quintessential example of an excellent partner when it comes to tax, bookeeping, and accounting.”
Andy Cloyd
CEO at Superfiliate
“They get startups and match our pace. They respond insanely fast. They make bookkeeping seamless.”
Adrian Alfieri
Founder @ Verbatim
“Can’t imagine going back to bookkeeping built for the 90s. With Institution, your books are in good hands.”
Ben Sharf
Co-Founder @ Platter
“Check out institutiontech.com for <200ms customer response time :)"
Alex Schachne
Co-Founder @ Platter
“Institution’s grown from 0 to 400+ customers in 18 months—almost entirely through word of mouth.”
Josh Payne
Co-Founder @ Platter
“Man, I have never felt so comfortable looking at our books as when we moved them to Institution.”
Justin Silva
CEO at Momentum IoT
“Institution’s combination of top-notch accountants and an excellent technology is unmatched.”
Joe Betesh
Commerce Systems
Frequently Asked Questions
How much do Institution’s services cost for PC-MSO businesses?
Pricing is based on your total monthly spend and the number of entities (PCs and MSO). Our pricing is transparent and typically 10-15% more competitive than traditional firms. Please see our pricing page for an estimate.
Do you understand complex PC-MSO structures?
Yes. Our team has 50+ years of combined experience from Big 4 firms, specializing in complex entity structures, including PC-MSO models common in healthcare and professional services.
How much do multi-entity tax services cost?
Our tax services are included in our flat-rate subscription, not billed hourly. This allows us to provide year-round guidance and handle all entity filings (for the PCs and MSO) without you worrying about surprise bills.
How do you handle intercompany transactions like management fees?
Our platform and expert team automatically track and reconcile intercompany transactions, such as management fees paid from the PCs to the MSO. This ensures your consolidated financial statements are accurate and eliminates the manual, error-prone work of matching these transactions.
Running multiple practices is complex enough.
Let Institution worry about the finances. Book time with our team to see how we can help!
Talk to an Expert