Small Equity Plan Reporting

Share-based payment reporting. Tailor-made for your small or executive-only plan.

Typically, financial reporting services are geared toward large plans—with many participants and lots of moving parts. But small equity plans have their own set of financial reporting complexities. Whether your company is public or private, Equity Methods can help.

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Amortized expense for all award types and circumstances.

Our small plan ASC 718 and IFRS 2 financial reporting services support even the most unique awards and any type of modification situation. Get detailed flux analyses, support for multiple tracking objectives, and streamlined booking via automated journal entry upload reports.

Best-in-class forecasting, budgeting, and variance analysis.

We can forecast compensation expense, earnings per share, and tax settlements over multiple periods and on a regular basis. Automated variance analyses pinpoint budget-to-actual discrepancies at the source. Considering additional grants? We’ll model different ways to set them up, helping you improve precision and minimize forecast variances.

EPS calculations and deferred tax tracking.

Our capabilities include calculations of basic and diluted earnings per share. We can also build up and unwind deferred tax assets (DTAs) as well as any deferred tax liabilities. Full support is available for multiple tax rates, DTA true-ups, balance sheet proof reports of cumulative DTA, and more.

Any other financial reporting capability you need.

Forfeiture rate analysis. Fair value measurement of various stock-based instruments. Support for systems migration. Management reporting however you need it. We delight in providing our clients with the insight they need to communicate more effectively and make great decisions.

Get the latest on financial reporting for equity compensation.

2018 Stock-Based Compensation Accounting Best Practices Survey

From budgeting and forecasting to how expenses are booked, here’s what companies tell us about how they handle accounting for their equity plan. Our biennial survey is packed with insights and best practices for immediate use. Reserve your complimentary copy of the 2018 edition today. Get the survey report >

Executive Compensation Performance Metrics and Tax Reform

The intersection of tax reform and executive compensation has numerous implications. Here are the top five takeaways, according to our article in the Spring 2018 issue of Ethical Boardroom magazine. Download the article >

Hot Topic: ASU 2016-09

Accounting Standards Update No. 2016-09 is the biggest change to employee share-based payment accounting in 10 years. With this update, FASB aimed for simplification. Did they hit or miss? Discover the implications of the revised standard in this roundup of Equity Methods publications on the topic. Browse the articles >


Free your staff for more strategic initiatives while taking advantage of our experience, white-glove service model, and modular technology. We look forward to hearing from you, either formally or informally.

We’re happy to discuss your circumstances, either formally or informally.

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Meet Our Experts

Raenelle James

Managing Director, Financial Reporting Services

Daniel Hunninghake, CPA

Managing Director, Financial Reporting Services

Amit Tekwani

Managing Director and Financial Reporting Practice Leader

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