Quarterly Accounting & Reporting

Financial Intelligence combines its extensive experience, outstanding Client service and solution-based processing to meet all of our clients’ quarterly equity compensation accounting and finance needs. We help each client streamline their quarterly close with accurate and efficient processes that are custom designed for them. Our solutions go well beyond financial reporting and are designed to produce the following results:

  • Elimination of equity compensation processes from the quarterly close critical path
    • Completion of all work before Close Date +2
  • Custom designed end-user summarized reports so all of the client’s Accounting and Finance employees can focus on other period close deliverables
  • Detailed reports for every process so that audit trails are clear
  • Reconciliations at every key point between processes
  • 100% GAAP compliance
  • Sarbanes-Oxley documentation and controls
  • Full Management reporting with diagnostics and analyses

Our quarterly processes encompass all of our clients’ end-to-end equity compensation Accounting, Finance, Treasury, Planning and Management Reporting requirements. We provide every client with the best and most cost-effective solution available.

Our clients complete all of their equity compensation quarterly processes faster and more effectively. All public companies want to reduce time from the close date to SEC filings, and Financial Intelligence helps make that happen.