Reporting

Financial Reporting for Small Plans

Equity Methods provides ASC 718 and IFRS 2 financial reporting for small or executive-only equity compensation plans. We support companies both public and private.

We initially designed our financial reporting service for programs with very large participant counts, complex tax situations, and intense management reporting requirements. Since then, we’ve found that share-based payment reporting can be a struggle for smaller companies as well. But the reasons are different: very lean accounting departments, exotic award types, and key staff stretched too thin to spare the necessary time.

Services

Using our experience, white glove service model, and modular technology, Equity Methods can take over all or part of your reporting process in a cost-effective and high-impact way. We carry out any of the following tasks on an ongoing basis:

  • Amortized expense for all award types and circumstances
  • Flexible and customized forecasts and budgets of expense and EPS
  • Management reporting—however you need it, we will build it
  • Forfeiture rate analysis
  • Calculations of basic and diluted earnings per share
  • Deferred tax tracking
  • Fair value measurement of options, market-based awards, and other instruments
  • Support for supplemental pay-for-performance disclosure in proxy statements
  • Reconcilation and validation for systems migration

Enjoy the benefits of our expertise, experience, and technology while freeing staff for more strategic initiatives.

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Additional Resources

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Equity Methods Leads Financial Reporting Service Providers in Client Satisfaction and Loyalty for Seventh Consecutive Time

For the seventh year in a row, Equity Methods has received the highest loyalty and overall satisfaction ratings among financial reporting services providers in the 2020 Group Five benchmarking study.

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articleBlog Post

2020 Group Five Stock Plan Administration Benchmarking Results and What’s Ahead in Stock Compensation Reporting

See Equity Methods’ results from the 2020 survey of plan sponsors and get our take on the issues that are top of mind for stock-based compensation.

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articleBlog Post

Changing Stock-Based Compensation Financial Reporting Solutions: What You Need to Know

Changing financial reporting providers is a big decision that kicks off a high-profile organizational initiative. Here, we discuss the keys to success, standard variance drivers, and the technical backdrop of why reconciliation differences are usually recorded as a change in accounting estimate instead of a more serious change in accounting principle.

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two_pagerWhite Paper

2018 Stock-Based Compensation Accounting Best Practices Survey

What does a center of excellence in stock compensation reporting look like? In this edition of our signature survey, 230 respondents share their insights.

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Hot Topic: ASU 2016-09

Here, in one place, is everything Equity Methods has published about ASU 2016-09 – FASB’s first significant revision to ASC 718 in 10 years. In March 2016, FASB released its…

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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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