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Contacts

Will Tanem, CPA
Senior Manager, Assurance and Advisory
Technical Accounting Practice Leader
Dantong Wang, CPA
Manager, Assurance

Overview

BPM’s Technical Accounting Group offers full service employee stock incentive plan management to support clients’ quarterly and annual reporting, as well as financial statement disclosures. We work with your software provider to properly configure your awards, enable real-time accurate cap table reporting and provide U.S. Generally Accepted Accounting Principles (GAAP)–compliant, share-based compensation schedules.

  • Equity agreement management
  • Capitalization table management and software integration
  • Technical accounting support for all equity awards
  • Audit ready share-based compensation schedules including quarterly and monthly reporting
  • Transaction support – IPO, mergers and award modifications
  • Software implementation services
  • Valuation Support – 409As
  • Equity award tax planning

People

Will Tanem, CPA
Senior Manager, Assurance and Advisory
Technical Accounting Practice Leader

Contacts

Will Tanem, CPA
Senior Manager, Assurance and Advisory
Technical Accounting Practice Leader
Dantong Wang, CPA
Manager, Assurance