WELCOME

We provide reliable, efficient & flexible stock administration solutions.

Equity Compensation & Stock Administration Solutions.

Your key to stock administration & financial reporting success. 

Why Us?

Our extensive background in the equity compensation and stock administration field allows us to provide our clients with comprehensive services that encompass all areas of the administration, accounting, internal controls, and reporting processes. 

Our Experience 

We provide consulting and  administration services for public and private companies with equity compensation benefits plans.

Founded by Dorica de la Fuente, a Certified Equity Professional, Equity Compensation & Stock Administration Solutions can address the needs of each client and tailor their services according to their client's unique requirements.

Partial list of Services:

• Stock Plan Administration
• Internal Controls Set-up & Implementation
• Section 6039 Compliance
• SEC Reporting
• Accounting & Financial Reporting
• Employee Benefit Plan Communication & Education
• Restatements
• SOX Documentation
• In-house stock administration training
• Technology Solutions (with our alliance partners)
• Full outsourced solutions
• Semi-outsourced solutions.  

Please visit our Services page.

DORICA DE LA FUENTE

FOUNDER-PRESIDENT

 CERTIFIED EQUITY PROFESSIONAL

 CONTACT US

EMAIL: dorica@equitycompcep.com

The Challenges....

Many companies that offer equity compensation benefit plans for their employees are faced with the ever-changing rules and regulations governing equity plans and their taxation and accounting consequences for both domestic and international employees.

The administration of their equity plans is not just a data entry function, but one that requires a higher level of analysis and understanding of the corporate governance rules, accounting & expense recognition, legal and tax implications as well as the international accounting and tax developments, just to name a few.

For many companies, stock administration is not a full-time function, and therefore companies cannot justify filling their Stock Administration position with a full time, highly experienced stock administrator.  The challenge for many companies is, "How can their company provide an equity compensation plan for their employees and administer these plans in the most reliable and compliant way, without the high cost of a full time, experienced stock administrator?"

The Solution....

Equity Compensation & Stock Administration Solutions can provide the functions of competent and experienced stock administrators and Certified Equity Professionals at affordable fees.

We have the experience and the background in all areas of equity compensation & administration.

We can tailor our services according to our clients' needs:

• Full-outsourced solutions
• Semi-outsourced solutions
• Interim Stock Administrator
• Vacation/Leave Support
• Project-based engagements
• Periodic basis-for financial reporting
• ESPP purchases
• Restricted Stock Awards & Units Release Processing
• Preventative Maintenance: for Data Integrity and Internal Controls
• All aspects of stock administration