Client Integration

The Client Integration project begins when we are engaged by a client, and it ends when the client and its auditors sign off on reconciliations, analyses and memos confirming that everything is in place for completing the equity compensation portion of the next periodic accounting close.

Unlike other companies, Financial Intelligence does not require a change from existing equity compensation methods and platforms. Our philosophy is “Why change what already works?”  Instead, we focus on creating and automating specific solutions to address the unique constraints of each client’s accounting platform. We leverage the processes from the platform and combine them with our custom solutions to deliver the most comprehensive set of quarterly reports and analyses available.

The following work is completed during Client integration:

  • collection of information for a thorough understanding of the equity compensation program
  • automated solutions for any identified issue within the equity compensation Accounting and Finance processes
  • calculations and supporting memo for cumulative effect adjustments, if there is any change to expense accounting as a result of the integration
  • calculations and supporting memo for DTA and Purchase Accounting roll-forward data (balances at the integration date)
  • set up for all reports that are customized for each client
  • completion of an interim equity compensation test close

The proven Financial Intelligence processes are designed so that:

  • the client’s employee time is minimal
  • all work is completed quickly (usually within 30 days)
  • the total end-to-end solution is cost-effective