Outsourced Equity Administration that Scales with your Success.
Equity compensation is vital for attracting and retaining top talent, but it requires meticulous and compliant administration. Countsy provides a solid, comprehensive solution that is right-sized for your stage and maximizes the value of your plans.
Countsy provides comprehensive equity administration services including maintenance of historical equity plan records and participant demographic information; administering new grants, including support of your vendor’s online grant agreement functionality; processing option exercises and restricted stock vesting and releases, supporting payroll tax withholding under the direction of your payroll team; and providing necessary reporting and reconciliation support.
Platform Implementation and Projects
We help you select and configure the system best suited for your participants. We manage clients on all major platforms including E*TRADE Equity Edge Online, Shareworks by Morgan Stanley at Work, Certent, Carta, Schwab EquiView, Fidelity, and Computershare. With our expertise averaging over 20 years of directly-applicable experience across the team, we significantly reduce the time required to be operational. We can also project manage stock splits, mergers, and more.
Financial Reporting
Our proficient Equity Accounting team stands ready to assist with preparing standard reports for stock-based compensation expense disclosures; calculating Black-Scholes Option Pricing model fair values and related fair value assumptions; implementing expense reporting module, including reconciliation of current system to new system; and addressing audit requests and inquiries.
Equity Advisory and Training
Countsy offers tailored equity plan advisory services, including in-depth plan reviews, leadership training on new equity types and stock-based compensation expense, and other advisory services as requested, ensuring that your equity plans and staff are optimized to meet your company's unique needs.
Need more than Equity Administration?
Countsy is your full-service outsourced Accounting and HR function.
Your comprehensive back office department
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Your comprehensive back office platform