Expert equity accounting smooths steep growth

Company type

Midsize, private

Industry

Technology

Solution areas

Small Business, Strategic Projects

Challenge:

A rapidly growing tech firm needed to offer a variety of equity grants to employees, vendors, investors and other stakeholders.
The finance team lacked the in-house expertise to account for stock-based compensation, and they were too busy to install an automated system.
When the company changed to a different financial year, the past year’s books had to be redone.

Solution:

We developed a new system that allowed the client to manage a high volume of stock-based instruments manually for now. RoseRyan also pushed the company to transition to an automated equity system as quickly as possible.
RoseRyan kept pace with the company’s surging employee growth: We accounted for more than 900 equity grants, successfully defended the accounting method with auditors and advised on the cost to the P&L of any stock option modifications the client considered.
For the company’s new financial year, our ace combed through a year’s worth of issuances, recalculated everything and delivered up-to-date financials in just over two months.

RoseRyan piloted the client safely through tremendous growth, keeping complex equity accounting efficient and smooth, and providing valuable financial insights along the way.

Results:

Complex equity instruments managed

Expertise for the fiscal year change

An auditor-defended accounting method

Time and money saved

Clean books

Efficient tracking for potential IPO

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