Your On-Demand Finance Team
Full-stack accounting and tax for startups and SMBs. Running a business is hard. We put your finances on autopilot so you can focus on growth, not compliance.
Trusted by high-growth startups and modern businesses
A Full-Stack Solution
Your Entire Finance Stack, Unified.
Automated Bookkeeping
We handle categorization, reconciliations, and monthly close so you can focus on growth – not spreadsheets. Precision-first, founder-proof.
C-Corp
Tax Return
Partnership
Tax Return
Misc
Income
Proactive Tax Strategy
From 1120’s to 1099’s, we make sure you stay compliant and maximize your deductions. Business tax prep handled end to end.
$28,450
R&D Tax Credits
We handle the full R&D credit process—from the study to the 6765 to applying the payroll credit—so you don’t leave money on the table.
Put Your Finances on Autopilot
Built for Modern Business
We’re built for how you actually operate — fast-paced, collaborative, and accessible at all times.
What’s the status of our R&D credit?
9:31 AM
Filing is complete. Expecting a refund of $28,450 by next Friday.
9:32 AM
Zero Delays, Real Answers
No support tickets, no waiting days for a reply. Just drop a message and get real help from real humans.
A Full-Stack Partner
From R&D credits to board-ready reporting, we handle the full financial stack so you don’t need a dozen tools.
$15M+
In Tax Credits Found
70,000+
Founder Hours Saved
250,000+
Processes Automated
4.9/5
Client Satisfaction
Types of Businesses We Serve
Expertise for Your Industry
Startups
Cap tables, burn rates, and runway aren’t just buzzwords here – they’re core to how we build your books. Founders trust us because we’ve been in the trenches too.
What Our Clients Say
“Institution’s team responds faster than our own developers. It’s refreshing to finally have a finance partner that operates at startup speed.”
Sarah Chen
CEO @ NexusAI
“I used to spend the first week of every month just trying to close the books. Institution gave me that time back. I can’t put a price on that.”
Michael T.
Founder @ Aura Creative
“The R&D credit was a black box for us. The Institution team found $80k we didn’t know we had and handled all the paperwork. Total game-changer.”
Dr. Emily Raab
COO @ BioGen Therapeutics
“As an e-commerce brand, our COGS are a nightmare. Institution built a model that gives us real-time profitability per SKU. We’ve never had this level of clarity.”
David Lee
Co-Founder @ Proper Supply Co.
“Institution’s team responds faster than our own developers. It’s refreshing to finally have a finance partner that operates at startup speed.”
Sarah Chen
CEO @ NexusAI
“I used to spend the first week of every month just trying to close the books. Institution gave me that time back. I can’t put a price on that.”
Michael T.
Founder @ Aura Creative
“The R&D credit was a black box for us. The Institution team found $80k we didn’t know we had and handled all the paperwork. Total game-changer.”
Dr. Emily Raab
COO @ BioGen Therapeutics
“As an e-commerce brand, our COGS are a nightmare. Institution built a model that gives us real-time profitability per SKU. We’ve never had this level of clarity.”
David Lee
Co-Founder @ Proper Supply Co.
Work with a new class of expert.
Add a trusted partner. We make sure to get your finances right, and to keep them that way. Our team brings 50+ years of combined tax experience—straight from firms like KPMG, PwC, and Deloitte.
Connect with an expertBig 4 Experience
Our CPAs and finance professionals are veterans from the world’s top accounting firms, bringing enterprise-level strategy to your startup.
Tech-Forward Approach
We don’t just use technology; we build it. Our team is trained to leverage automation to ensure accuracy and speed, not just replace human touch.
Frequently Asked Questions
How is Institution different from a traditional CPA?
A traditional CPA typically works hourly and engages with you quarterly or annually for tax filing. Institution is a full-stack partner. We combine our modern tech platform with a dedicated team to handle your finances *daily*. We provide real-time dashboards, proactive tax strategy, and on-demand support via chat—all for a flat subscription fee. We’re a finance team in your pocket, not just a year-end filer.
Are tax filings included in your bookkeeping services?
Yes, our full-stack plans include all federal, state, and local tax filings. We handle everything from 1099s for your contractors to your main corporate income tax returns (e.g., Form 1120 for C-Corps). Our model ensures your bookkeeping and tax strategy are perfectly aligned, which maximizes your deductions and prevents year-end surprises.
How does your pricing work?
We use a flat-rate subscription model based on your monthly expenses and business complexity. This means no surprise bills, no hourly rates, and no extra charge for asking questions. You get unlimited support for one predictable price, allowing you to budget your finance operations effectively.
Does my business need to be profitable to qualify for R&D credits?
No! This is a common misconception. For startups, R&D credits can be claimed against your payroll taxes (up to $250,000 per year), even if you are not yet profitable. This means you can get a direct cash-back benefit. We specialize in identifying these opportunities for pre-profit companies.
What accounting software do you use? Do I have to switch?
Our platform seamlessly integrates with QuickBooks Online and Xero, the industry-leading accounting softwaresh. You do not have to switch. We build our technology on top of your existing general ledger, enhancing it with automation, real-time dashboards, and our expert service layer.
How secure is my financial data?
Security is our top priority. We are SOC 2 Type II compliant and use bank-grade 256-bit encryption for all data, both in transit and at rest. Access to your data is strictly controlled and auditable, ensuring your sensitive information is always protected.