
Adrian Chong
Consultant, Financial Reporting Services
Reporting
We provide companies of all sizes with financial reporting services for stock-based compensation.
Valuation
Get fair value measurement and modeling for all sorts of equity-based awards and securities, whether business as usual or special circumstances.
Complex Securities Valuation
HR Advisory
Our HR advisory services provide the insight you need to improve program design, grant more equity, and tell a cleaner story in your proxy and financial statements.
CEO Pay Ratio
Resources
Dive into our library of publications on a wide range of stock-based compensation topics.
About Us
We’re dedicated to bringing insight, control, and expanded capability to your compensation strategy.
Equity Methods is a team of finance, accounting, compensation, and technology practitioners. We’re not a CPA firm, brokerage, or board advisory firm. Instead, we help finance, HR, and executive compensation professionals unlock efficiency and make better decisions through flexible stock-based compensation reporting and decision analytics for long-term incentive plans. We also help companies value complex securities they issue or own. We’re pleased to have provided expert ASC 718 services to over 1,000 clients, including 40+ Fortune 100 companies. contact us
Consultant, Financial Reporting Services
Adrian is a Consultant in the Financial Reporting Services group at Equity Methods. He supports clients by preparing customized financial reports and solving their complex stock-based compensation problems. He has…
Read moreConsultant, Financial Reporting Services
Allison Lau is a Consultant in the Financial Reporting Services group at Equity Methods. She provides support to the monthly reporting for stock based compensation plans and helps publicly traded…
Read moreSenior Consultant, Financial Reporting Services
Amanda Tan is a Senior Consultant in the Financial Reporting Services practice at Equity Methods. She implements custom financial reports and provides day-to-day technical support to clients’ stock-based compensation plans.…
Read moreManaging Director and Financial Reporting Practice Leader
Amit Tekwani directs the financial reporting practice at Equity Methods. He has served as a consultant in both the valuation practice and the financial reporting practice, having assisted over 150 companies…
Read moreSenior Consultant, Financial Reporting Services
Anneliese Luo is a Senior Consultant within the Financial Reporting Services group at Equity Methods. She develops custom financial reports and provides day-to-day technical support to several of the firm’s…
Read moreConsultant, Financial Reporting Services
Anthony Bonilla is a Consultant within the Financial Reporting Services group at Equity Methods. He specializes in stock-based compensation, providing support to multiple client engagements across a diversity of industries.…
Read moreManaging Director, Financial Reporting Services
Arjun brings a background in finance and engineering to Equity Methods’ financial reporting services. Arjun is known for his quick and accurate responses to ad hoc requests from Equity Methods…
Read moreConsultant, Financial Reporting Services
Athan Ertl is a Financial Reporting Consultant within Equity Methods. He provides day-to-day technical assistance for stock-based compensation complexities and ongoing reporting. Athan is also a member of the Architecture…
Read moreAssociate Director, Financial Reporting Services
Benjamin is an Associate Director within Equity Methods’ financial reporting group. He helps develop and execute equity compensation financial reporting solutions for some of Equity Methods largest clients, including several…
Read moreConsultant, Financial Reporting Services
Bing is a Consultant in the Financial Reporting Services group at Equity Methods. She helps a wide variety of clients with stock-based compensation financial reporting and stock administration. She has…
Read moreManaging Director, Financial Reporting Services
“I’m passionate about my clients.”
Boxian leads several of Equity Methods’ largest and most complex financial reporting engagements. She is passionate about her clients, and regarded within and outside the firm as an outstanding project…
Read moreAssociate, Financial Reporting Services
Brandon Thian is an Associate in the Financial Reporting Services group at Equity Methods. He works with a wide variety of Fortune 500 clients and uses SAS programming to provide…
Read moreAssociate, Financial Reporting Services
Brandon is an Associate in the Financial Reporting Services group at Equity Methods. He supports clients by solving complex issues related to stock-based compensation financial reporting and preparing customized financial…
Read moreManager, Financial Reporting Services
Bryce Bergman is a Financial Reporting Manager with Equity Methods. He has helped to manage some of the firm’s largest and most complex ongoing engagements. Specializing in tax-mobility reporting, he…
Read moreManager, Financial Reporting Services
Bryce Pape is a Manager within the Financial Reporting Services group at Equity Methods. He has worked on some of the firm’s most complex engagements, helping various clients navigate spin-offs,…
Read moreSenior Manager, Financial Reporting Services
Ching Yang is a Senior Manager at Equity Methods, specializing in International Financial Reporting Standards (IFRS) reporting, recharge agreements for employees on international assignments, and acquisition-related financial reporting. With the…
Read moreManager, Financial Reporting Services
Corey Nelson is a Financial Reporting Manager with Equity Methods. Corey works with multiple Fortune 500 companies to identify process improvements, develop custom financial reports related to equity compensation, and…
Read moreManaging Director, Financial Reporting Services
“The best part of my job? Working with smart, driven people — within Equity Methods and amongst our clients.” Daniel Hunninghake is a director in Equity Methods’ financial reporting practice.…
Read moreAccounting for Awards in a Business Combination
Equity Award Modifications: Connecting the Theory to Practical Cases
Get Ready for Big Changes in Deferred Tax Accounting
Equity Compensation in Corporate Transactions
Tax Accounting for Equity Compensation Awards
Tax Settlement Forecasting: The Best Response to Income Statement Volatility
Consultant, Financial Reporting Services
Disha is a Consultant in the Financial Reporting Services group at Equity Methods. She provides day-to-day technical support to clients’ stock-based compensation reporting and help solve client’s complex equity compensation…
Read moreSenior Consultant, Financial Reporting Services
Elva Zhang is a Senior Financial Reporting Consultant with Equity Methods. She develops comprehensive financial reports and helps many large publicly traded clients solve complex equity compensation problems. Elva is…
Read moreAssociate, Financial Reporting Services
Hanyi Zhang is an Associate in the Financial Reporting Services group at Equity Methods. She supports solving complex stock-based compensation problems for Fortune 500 companies. She is experienced in Award…
Read moreSenior Consultant, Financial Reporting Services
Hao Wu is a Financial Reporting Senior Consultant with Equity Methods. Hao works with publicly traded firms to deliver financial reporting related to equity compensation in addition to conducting analyses…
Read moreAssociate, Financial Reporting Services
Haoyu is an Associate in the Financial Reporting Services group at Equity Methods from 2023. He has been assisting public companies with stock-based compensation (SBC) financial reporting since. His expertise…
Read moreSenior Consultant, Financial Reporting Services
Heyi Wu is a Senior Consultant in the Financial Reporting Services practice at Equity Methods. She drives monthly reporting for a number of stock-based compensation plans and has been involved…
Read moreConsultant, Financial Reporting Services
Ilona is a Consultant in the Financial Reporting Services group at Equity Methods. She supports Fortune 100/500 companies by preparing customized financial reports and solving their complex stock-based compensation problems.…
Read moreConsultant, Financial Reporting Services
Irene Huang is a Consultant within the Financial Reporting Services group at Equity Methods. She helps a wide variety of clients to develop customized financial reports and to provide support…
Read moreAssociate, Financial Reporting Services
Irene Qi is an Associate in the Financial Reporting Services group at Equity Methods. She works with Fortune 500 companies, helps with the monthly reporting and provide day-to-day support for…
Read moreAssociate, Financial Reporting Services
Jack is an Associate in the Financial Reporting Services group at Equity Methods. He works on creating customized financial reports and delivering daily technical support for clients’ stock-based compensation plans.…
Read moreAssociate, Financial Reporting Services
James Chou is an Associate in the Financial Reporting Services group at Equity Methods. He works with various companies, including Fortune 500 companies, to provide financial reporting and day-to-day support…
Read moreAssociate, Financial Reporting Services
Jeffrey is an Associate in the Financial Reporting Services group at Equity Methods. He supports clients by finding solutions for issues related to stock-based compensation financial reporting and preparing financial…
Read moreManager, Financial Reporting Services
Jeff Kunkel works as a Manager in the Financial Reporting Services group at Equity Methods, delivering accurate, data-rich reports that exceed client needs. Jeff enjoys identifying client issues and developing…
Read moreSenior Manager, Financial Reporting Services
Josh Williams is a Senior Manager with Equity Methods’ financial reporting practice. In his current role, Josh oversees delivery of ongoing reporting services for a number of the firm’s clients…
Read moreAssociate, Financial Reporting Services
Judy Lin is an Associate in the Financial Reporting Services group at Equity Methods. She works with a wide variety of Fortune 500 clients and uses SAS programming to provide…
Read moreAssociate, Financial Reporting Services
Kentdrew Andreas is an Associate in the Financial Reporting Services group at Equity Methods. He excels in producing strategic financial and forecast reports and works with Fortune 100 companies to…
Read moreConsultant, Financial Reporting Services
Lin Jin is a Consultant in the Financial Reporting Services group at Equity Methods. She works on custom financial reports and provides day-to-day technical support to clients’ stock-based compensation plans.…
Read moreConsultant, Financial Reporting Services
Mark Fariello is a Financial Reporting Consultant with Equity Methods. He implements custom financial reports and provides day-to-day technical support to clients’ stock-based compensation plans. He has also worked on…
Read moreAssociate Director, Financial Reporting Services
Matt is an Associate Director within Equity Methods’ financial reporting group, where he works with both public and private companies to help solve their equity compensation problems. In his current…
Read moreManager, Financial Reporting Services
Matt Kisiel is a Manager within the Financial Reporting practice of Equity Methods. He has worked with a wide variety of public and private companies to address many of the…
Read moreAssociate Director, Financial Reporting Services
Nick is an Associate Director in the custom financial reporting group at Equity Methods, where he works with companies to help find solutions to a variety of complex equity compensation…
Read moreConsultant, Financial Reporting Services
Oscar Chang is a Financial Reporting Consultant with Equity Methods. Oscar utilizes SAS and SQL to prepare periodic financial reports for clients and leverages statistical and database tools. He constantly…
Read moreManaging Director, Financial Reporting Services
“It all seems impossible until it is done. Somehow, we always get it done.” As a managing director at Equity Methods, Radostin Kanev handles the intricacies of many of the…
Read moreEquity Awards in a Spinoff: Don’t Forget About the Data
Early Adopters Report for ASU 2016-09
FASB ASC 718 Revisions Survey Results
2018 State of the Union in Equity Compensation: Finance and Accounting Track
2017 State of the Union in Equity Compensation: Finance and Accounting Track
Managing Director, Financial Reporting Services
“I love working with clients and tackling their challenges head on. There’s nothing more satisfying than knowing we’ve developed solutions that make their lives easier.” Raenelle James is a managing…
Read moreSenior Consultant, Financial Reporting Services
Ronak Patel is a Senior Consultant with Equity Methods, serving on the Financial Reporting Services team. He provides ongoing support to several large publicly traded companies in the area of…
Read moreSenior Consultant, Financial Reporting Services
Ryan Egan is a Senior Consultant in the Financial Services group at Equity Methods. Ryan collaborates with a wide variety of publicly and privately held clients to solve complex issues…
Read moreConsultant, Financial Reporting Services
Sanket Tepal is a Consultant in the Financial Reporting Services group at Equity Methods. He aids Fortune 500 companies solve complex equity compensation problems and prepares customized financial reports for…
Read moreConsultant, Financial Reporting Services
Charles is a Consultant in the Financial Reporting Services group at Equity Methods. He has served on several engagements with end-to-end ownership, covering acquisition, modification, ESPP, Pay Versus Performance, etc.…
Read moreSenior Manager, Financial Reporting Services
Siddharth is a Senior Manager within Equity Methods’ financial reporting group, where he helps clients with their complex equity compensation problems. In his current role, Siddharth provides ongoing reporting services…
Read moreData Scientist & Senior Consultant, Financial Reporting Services
Srivathsan “Sri” Vaidhiyanathan Uma is a Data Scientist & Senior Consultant with the Financial Reporting Group at Equity Methods, where he prepares data for processing, reviews and revises existing processes…
Read moreAssociate, Financial Reporting Services
Sylvie Pan is a Financial Reporting Associate with Equity Methods. Sylvie provides day-to-day supports for public and private clients’ stock-based compensation plans. She enjoys improving possesses to customize reports for…
Read moreSenior Manager, Financial Reporting Services
Taylor Jensen is a Senior Manager in the Financial Reporting Services Group at Equity Methods. She works with clients of all sizes, including members of the Fortune 100, to create…
Read moreEffective ESPPs: Mastering the Design, Implementation, and Accounting
Senior Manager, Financial Reporting Services
Yuxi Chen is a Senior Manager in the Financial Reporting Group at Equity Methods. She works with Fortune 500 and Fortune 100 companies, specializing in recharge and tax-mobility reporting, IFRS…
Read moreConsultant, Financial Reporting Services
Zachary Thompson is a Financial Reporting Consultant with Equity Methods. Zach always goes above and beyond to ensure the clients needs are met. He enjoys constantly improving on processes to…
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