Companies that provide stock compensation face increasingly complex financial reporting requirements, especially during growth or if internal accounting teams aren’t specialized in specific rules and accounting principles.

Individual events involving equity or grants such as navigating a merger or acquisition, IPO, employee stock purchase plan (ESPP) purchases, or other major transaction—can also present complications that automated accounting software functions may not be able to handle. This could result in slow, error-prone processes that don’t meet your reporting needs.

Working with an advisory team can help your business leverage tools to properly set up a system ideal for everyday reporting as well as one-off cases and reconciliations—allowing you to leave manual, risk-heavy reporting behind.

Support to Navigate and Maintain Compliance

Implementing strategic reporting functions with guidance from our professionals can help your organization:

• Avoid fines and penalties by maintaining compliance with federal and international accounting standards, legal rules, and guidelines
• Detect errors early to reduce risk and avoid financial misstatements that can create shareholder distrust and frustration
• Save time and resources and reduce manual inputs with automated processes
• Navigate and stay current with new reporting requirements, including proxy reporting requirements
• Properly apply accounting principles

Guidance Across Implementation and Reporting

Collaborating closely with your leadership and financial teams, our professionals provide end-to-end support through the entirety of your reporting needs.

We’ll assess your current processes and workflows to identify the scope of the project. Mapping to your desired end goal, we’ll provide a customized, automated suite of analytic tools to assess and organize data and recordkeeping throughout the project.

Following the transformation of the data to an automated process, we’ll provide accounting outputs, followed by a finalized report you can leverage to continue to evolve processes and maintain compliance.

Expansive Accounting and Technology Experience

Our professionals include Certified Equity Professionals (CEP), CPAs, tax professionals, and software developers that match extensive knowledge of both complex accounting and tax functions with customized scripts, system implementation, and development.

By developing strong relationships with your business leaders and an understanding of your operations, our professionals can help provide insights on complex accounting challenges and outline potential impacts and scenarios—so you can make informed decisions.

Deeply immersed in more than 30 industries, our professionals provide solutions specific to the nuances, challenges, and operations of the sector in which you work—while customizing solutions to meet your unique needs.

Our one-firm approach allows your organization to tap into the full resources of our firm, integrating guidance and solutions related to other integral support areas including initial equity compensation assessments and other financial accounting services.