In addition to implementing and administering the EASi solution for new clients, Armanino offers an exclusive Equity Compensation Administration Health Check for existing EASi private company customers. If your company is an EASi “do it yourself” customer in need of help, the EASi Deployment Assessment will identify barriers to your success and offer solutions. It includes an end user survey, and inspection of your EASi system and a short follow-up interview to review your:
● Configuration of EASi software
○ Equity plan, cap table and tax structures
○ Participant setup
○ Transaction data accuracy
● Use of EASi system features and functionality
● Documented processes and procedures
● Resources, including skills and training
As a result, Armanino will recommend solutions and can even provide services to train your staff, fix your data and set up reporting. Our trained EASi consultants will share with you the quick wins you can make to improve your organization’s efficiency and effectiveness with EASi.
To schedule your EASi demonstration or deployment assessment for privately-held companies, contact Matt Armanino at firstname.lastname@example.org or 925-790-2610.