Countsy

Granting stock options without a solid 409A can be a hidden liability for your employees and your company. We pulled together this practical, easy-to-follow reference guide from Countsy’s latest Equity Matters webinar: • Timing your 409A updates • Safe harbor and IRS risk • Secondary transactions and valuation creep • Choosing a valuation partner who will stand up in an audit • And more... Read for free or watch the recording: https://lnkd.in/g97WCWFA

Supporting employee mental health during the holidays provides both business value and a more empathetic culture. It directly affects: • Year-end productivity • Engagement and retention • Team capacity and delivery • Quality of work and decision-making • Reduced burnout going into Q1 We published a practical guide outlining how companies can stabilize performance during one of the most high-pressure periods of the year. Key recommendations include: • Clear expectations and workload adjustments • Defined flexible work options • Better access to mental health resources • Manager training on identifying early burnout indicators • Stronger communication and boundary policies Full article: https://lnkd.in/gHxUmn6A #EmployeeEngagement #HROutsourcing #CHRO

The season of "thanks" is here, and the perfect moment to ask: Are your employees feeling appreciated? A simple "thank you" goes a long way, but a thoughtful recognition program goes even further. Most teams lack the time or resources to build one, which is where strong People Ops makes a significant difference. We just published a short guide with practical ways to show appreciation and boost retention 👉 https://lnkd.in/g36km7tN #EmployeeEngagement #HROutsourcing #Thanksgiving

When is it time to graduate from QuickBooks? As a #FutureUnicorn, should you use the same accounting software as the local hair salon and HVAC company? When your company scales, investor reporting, compliance, and forecasting demands evolve far beyond basic bookkeeping. We’ve pulled together a comprehensive guide that breaks down: ✅ The common signs you’ve outgrown entry-level accounting tools ✅ The differences between bookkeeping and startup accounting ✅ When to consider a Fractional CFO or outsourced finance support ✅ How to build scalable systems before the next funding round https://lnkd.in/ePVWKr6Q #StartupAccounting #StartupBookkeeping #StartupFinance

The 5 Essential Services for Administrating Your Employee Stock Plan

How confident are you that your global stock plan meets all local requirements? Join us for a practical discussion on staying compliant worldwide. Our panel will cover the toughest challenges and real-world strategies for managing compliance across borders. 👩💼 Kelly Neider — Countsy 👨💼 Maor Levran — Slice | Global Equity 🎙️ Carine Schneider — Compass Strategic Advisors You’ll learn how to: ✅ Monitor compliance in real time across jurisdictions ✅ Manage tax, securities, and reporting requirements ✅ Use technology to reduce manual risk ✅ Avoid common compliance pitfalls Perfect for professionals in legal, finance, HR, and equity operations. 📅 October 14, 2025 — 10:00 AM PT / 1:00 PM ET Register now: https://lnkd.in/gUVzcnJF #GlobalEquity #StockPlans #Compliance #HRTech #EquityCompensation #Webinar