Company formation
Set up the company and keep formation documents, ownership details, and key records together from day one.
Build for scale
Bookkeeping, tax and incorporation, handled together.
Company formation, bookkeeping, tax coordination, compliance, and reporting, with the records and responsibilities kept in one place.
Start with the help you need now, then add more as the business grows.InstitutionExample workspaceAC
Company finance workspace
Current closeSee company records, close progress, and reporting in one view.
Company recordOrganizedDocuments in one place
Monthly closeIn reviewOwner: Finance team
Reporting packPreparingNext: Final review
This month’s work3 workstreams
Bookkeeping & reconciliationFinance teamReviewed
Supporting recordsCompany operationsOrganized
Financial reportingControllerIn review
Working contextSource documents and review notes
stay with the task.
stay with the task.
Documents, questions, owners, and review notes stay attached to the task they belong to.
OPFNINShared team view
Keep the company record useful across every finance task.
Use the same company information across formation, bookkeeping, tax coordination, compliance, day-to-day finance, and reporting.
Bookkeeping
Keep the books current with reconciliations, supporting documents, and a clear month-end close.
Tax coordination
Prepare the books, prior returns, schedules, and open questions your tax professional needs.
Compliance
See upcoming obligations, due dates, owners, and required documents before they become urgent.
Financial operations
Manage receivables, payables, approvals, and recurring finance tasks without losing track of ownership.
Financial reporting
Turn reviewed books into clear financial statements and management reports, with the supporting detail close at hand.
Keep the handoff clean from formation to reporting.
Core company records, open questions, owners, and review history stay available as the work moves from setup to close and reporting.
Step 01 / 05
Establish the company
Start with the entity details, ownership information, and formation documents your team will need later.
Formation documents01
Company information02
Ownership records03
What moves forwardA clean company record for the work ahead.
Explore company formationFinance support that fits how your company actually works.
See how the same finance work adapts to different business models without forcing a new process every time.
Startups
Set up the company, close the books, and stay ready to report.
Keep ownership records, close work, and reporting ready as the team, investors, and entity structure evolve.
- Company setup
- Monthly close
- Investor reporting
Make it obvious who owns each decision and task.
Give each person access to the work they need, while keeping ownership and approvals clear.
Defined responsibilities
Keep decision-making and day-to-day work clearly assigned.
Company history stays useful
Keep the history intact as people and responsibilities change.
Access by responsibilityExample
BO
Business owner
Make business decisions and approve the work that needs your authority.
Illustrative access. Responsibilities are agreed for your service scope.
A few things to know before you get started.
Create an account or book a demo. We begin by understanding your company, your current records, and the work you need coordinated. Service scope and responsibilities are agreed during onboarding.
Yes. Begin with the coverage your business needs, then discuss adding formation, bookkeeping, tax coordination, compliance, or reporting as your requirements change.
Yes. Onboarding includes reviewing your current books, filings, and documents and agreeing on a migration plan and cut-over point. Historical records remain part of the company context.
Institution coordinates business tax preparation and filing through an appropriately licensed tax professional. That professional prepares and signs the return and determines tax positions. Institution is not a public accounting firm. Your engagement confirms the preparer, filing scope and responsibilities before work begins. Legal opinions and other regulated work stay with the appropriate licensed professional.
Business direction, spending, hiring, banking authority, and required client approvals stay with you. Institution helps organize and coordinate the work around those decisions.
We review where your records live, decide which system should be used for each area, and agree on what moves over before recurring work starts. If older records need cleanup, that work is scoped separately so it does not disrupt the monthly process.
Yes. Institution can work with your existing CPA, lawyer, payroll provider, or other specialist. We organize the records and questions around their work, while they continue to handle the professional services they are responsible for.
You can add entities, reporting needs, approvals, and recurring finance work without starting over. If the scope changes enough to affect timing, staffing, or fees, we agree on that before the change takes effect.
Open requests show who owns them and what needs to happen next, so missing documents and approvals do not disappear into email threads. Anything unresolved stays visible until it is cleared.
Get startedGet the finance work
Get the finance work
under control.
Start with what your business needs today, then add services without rebuilding the process from scratch.