Our Service Commitment
Great service is not a catchphrase at Financial Intelligence. It’s at the heart of everything we deliver for our clients. We go way beyond promptly answering the phone; if your question isn't answered on the spot, it’s within hours, not days.
Service can be viewed as a three-tiered concept. At its most basic level, service is accessibility and reliability. Secondarily, it encompasses stepping up to promptly correct problems or make last-minute adjustments in the heat of the reporting process. The third aspect is proactively looking down the road, anticipating challenges and unknowns and having a contingency plan to meet them. Financial Intelligence practices service across all three levels and it’s what sets us apart.
Our clients depend on us to deliver compliant, accurate and timely results. This is why we take the time to thoroughly understand the equity compensation plan objectives and tailor our service offering accordingly.
We continually monitor the regulatory landscape for pending guidance and industry trends for best practices. When a new rule is contemplated, you’ll hear about it from us as we proactively work to ensure that your equity compensation reporting program is in compliance.
We view ourselves as a profit center for our clients because we work with a sense of urgency to get the correct results the first time, freeing your attention and other resources to focus on the other reporting and filing processes. Because we tightly manage the process, time and resources are utilized efficiently, your process runs leaner, and audit fees are lower, contributing directly to your bottom line.