Financial Reporting Services

Equity Methods provides financial reporting services for stock-based compensation to companies large and small. Our clients range from multiple Fortune 50 companies with hundreds of thousands of participants to small organizations with fewer than 50 participants. We deal with all types of share-based payment awards, all industries, different management accounting needs, unique tax situations, and have enjoyed playing key roles in business combinations of varying forms.

We’re here to bring automation, control, and efficiency to even the toughest cases.

In 2022, Equity Methods was again rated #1 among financial reporting service providers in a leading industry survey.

End-to-End Financial Reporting

Have Equity Methods manage ongoing stock-based compensation reporting—from initial data extraction to every last journal entry and forecast report flashed to management. Through technology and customization, our service will help transform stock compensation accounting into a center of excellence.

Forecasting & Budgeting

Introduce best-in-class budgeting, forecasting, and variance analysis processes to stock compensation external reporting and internal management accounting.

ESPP Design and Financial Reporting

Stay on top of a complex ESPP, support internal stakeholders with precise, up-to-the-minute information, and deliver better reporting in your external financial statements.

International Recharge Support

We provide the reporting and billing infrastructure multinational companies need in order to implement, track, and manage their international recharge agreements.

Tax Reporting

Equity Methods manages tax accounting for equity compensation plans while improving processes and controls.

Small Plans

Our small plan services are an affordable alternative for businesses that prefer white-glove service but don’t have a lot of general ledger accounts, cost centers, or international jurisdictions.

ASU 2016-09 Services

Browse our ASU 2016-09 resources, and get expert assistance with implementation.

M&A and Spin-Out Transactions

Smoothly adjust equity plans in an acquisition or spin-out.

Stock Administration System Changes
& Financial Reporting Reconciliation

We manage the reconciliation process from start to finish, providing clarity around differences in calculation method, analyzing variance drivers, converting report formats, and more.