Outsourced Financial Reporting

Looking to outsource the management and implementation of your FAS 123R reporting? Equity Methods’ Outsourced Financial Reporting services may be the right fit for your organization. We work with many finance and accounting organizations that simply prefer to have their specific series of FAS 123R reports generated and delivered to them in advance of their reporting deadlines.

Your report needs will be managed and fulfilled by a dedicated Customer Relationship Manager equipped with experience in corporate finance and accounting – Your CRM will manage your company’s report calendar, reporting requirements and ensure that you have your reports when you need them.

Simply send us your option data and your dedicated Customer Relationship Manager, who knows both you and your company’s option plan specifics, will take care of the rest.

Custom Financial Reporting

Design your own.

Equity Methods realizes that not all finance and accounting organizations are the same –reporting processes and stakeholders needs/expectations can differ, not to mention option plan design. Perhaps you prefer a specific summary report/dashboard that displays just the right amount of pertinent information in the way your CFO has come to expect? Or you require more information to be calculated and displayed on your reports than what is available in our standard series of reports? Or, you would prefer to have your reports organized in a way that better aligns with your organization’s reporting processes? Custom Financial Reporting was developed with your company’s uniqueness and preferences in mind.

Our Custom Financial Reporting services begin with team members from our Data Management, Development and Customer Relationship Management organizations working with you to define and outline your organization’s specific reporting requirements – from there, the design team will prototype and then build your reports (incorporating your feedback all along the way) to your specifications. The end result is a set of reports that are delivered to you every reporting period, tailored specifically to your organization’s needs.