Master the Complexity of ESPP and Financial Reporting

Unified reporting across ESPP expense calculations, full equity financial reporting, and disclosure-ready outputs, reducing risk, minimizing manual work, and giving your team confidence in every number.

“Infinite Equity not only simplified our equity compensation process — they made it transparent and auditable.”

Billy Vitense, Starbucks

From Chaos to Clarity in Equity Reporting

Most equity platforms deliver raw data, not the accounting-ready outputs your finance team needs.

The result? Manual reconciliations, delayed closes, and audit risk — especially when ESPP rules like lookbacks, resets, and global tax requirements come into play.

Infinite Equity turns this complexity into confidence with reporting that is:

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Predictable

Cuts days off your close cycle and eliminates last-minute fire drills.

IE_Icons_Auditable Reports

Audit-Ready

Outputs built to satisfy auditors and internal controls.

IE_Icons_Admin - Specialized Expertise

Transparent

Clear visibility into equity liabilities and expense impacts.

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Scalable

Supports ESPPs, performance awards, and global equity programs as you grow.

Reporting Services That Drive Confidence

For both executives and broad-based teams, we create tailored programs that balance motivation, cost, and compliance,  and evolve with your company’s stage, structure, and growth objectives.

ESPP Expense Reporting
Equity Financial Reporting (ASC 718)
Disclosure-Ready Reporting

A Methodology Built for Accuracy and Compliance

Data Collection & Validation
Consolidate equity, payroll, and HR data, resolving inconsistencies before calculations.

Precise Expense Modeling
Apply ASC 718 rules to ESPPs, equity awards, and performance metrics, capturing modifications, terminations, and global variations.

Diluted EPS & Financial Integration
Generate diluted EPS, non-GAAP adjustments, and deliver outputs directly into your ERP and financial reporting systems.

Audit-Ready Deliverables
Detailed backup, roll-forwards, assumption documentation, and clean reports ready for auditor review.

Turn Complex Equity Data Into Confident Decisions

Related Resources

Stay ahead of evolving accounting standards and disclosure expectations with these expert resources that strengthen accuracy, compliance, and audit readiness.

Beyond the Basics Navigating the Hidden Complexities of ESPPs

Masterclass: Beyond the Basics: Navigating the Hidden Complexities of ESPPs

Elevate your expertise in Employee Stock Purchase Plans (ESPPs) with this advanced masterclass designed for professionals seeking deeper insights into the complexities of ESPP strategy, administration, and compliance.

RB Case Study

RB Global Case Study

Recognizing the importance of equity and inclusivity, RB Global extended ESPP benefits to employees from both merging entities, ensuring alignment with the company’s objectives. Collaborating with Infinite Equity, RB Global created a newly designed stock ownership plan to engage eligible employees globally.

The Benefits of Optimizing Your ESPP

The Benefits of Optimizing Your ESPP

To get a better understanding of how ESPPs can influence everything from employee engagement to attracting new talent, let’s take a closer look at the effects of both an un-optimized, and optimized ESPP.