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 solid, comprehensive Equity Administration Solutions that are right-sized for your stage and maximizes the value of your plans.
Countsy provides comprehensive Equity Administrative 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.
Platform Implementation and Projects
We help you select and configure the system best suited for your participants. We manage clients on all major platforms. With our Equity Plan Administration expertise averaging over 20 years of directly applicable experience across the team, we significantly reduce the time required to be operational. We 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 the expense reporting module, including reconciliation of the current system to the new system; and addressing audit requests and inquiries.
Equity Advisory and Training
Countsy offers tailored Equity Plan Administration and 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
+
Your comprehensive back office platform