CPA-Led Stock Administration
Stock Administration & Cap Table Services in Union City, CA
Our CPA-led team provides stock administration for startups and growing companies in Union City, Fremont, Hayward and across the Bay Area. We maintain your cap table, record option grants and exercises, track vesting, keep ESOP records organized and support your 409A process, so your equity is accurate when investors, auditors or acquirers ask. Book a free 30-minute consultation.
Why Stock Administration Matters
Equity Mistakes Get Expensive
Equity is one of a startup’s most valuable tools for attracting talent and investors, but errors in the cap table, missing board approvals, incorrect vesting or outdated 409A valuations can create tax problems for employees and delays during fundraising or due diligence. Fixing these issues later usually costs far more than getting them right from the start.
Consistent, well-documented stock administration keeps founders, employees and investors confident in the numbers.
About Our Stock Administration Services
Clean Equity Records That Match Your Books
We work in platforms such as Carta, Pulley, Shareworks or a well-structured spreadsheet, and we keep your equity records reconciled with board approvals, legal documents and your general ledger. We coordinate with your legal counsel on plan documents and with independent 409A valuation providers, and we prepare stock-based compensation figures for your financial statements and tax filings.
Services
Stock Administration Services for Union City, Fremont & Hayward Startups
Cap Table Management
Maintain an accurate, up-to-date cap table covering common, preferred, options, warrants, SAFEs and convertible notes.
Option Grants & Vesting Tracking
Record grants, vesting schedules, exercises, cancellations and terminations, aligned with board approvals.
409A Valuation Support
Prepare the financial data and documents independent 409A providers need, and track refresh dates so grants stay compliant.
ESOP & Equity Plan Records
Keep stock plan pools, ledgers and participant records organized and reconciled.
Stock-Based Compensation Reporting
Prepare stock comp expense schedules for financial statements and support year-end forms such as 3921.
Fundraising & Due Diligence Support
Pro forma cap tables, round modeling and clean equity data rooms for investors and acquirers.
Why Bay Area Startups Choose Accountico
Your equity records, accounting and tax work stay connected under one CPA-led team, so the cap table, the books and the tax filings all agree.
Benefits You Receive:
✔ Accurate, investor-ready cap table
✔ Grants and vesting tracked correctly
✔ Timely 409A refresh reminders and support
✔ Stock comp reporting tied to your books
✔ Smoother fundraising and due diligence
✔ Fast, responsive communication
✔ Transparent pricing with no hidden fees
✔ 100% data confidentiality
Our Process
How Our Process Works
Free Consultation
We review your current equity setup, plan documents and tools.
Clean-Up & Setup
We reconcile the cap table to legal records and fix any gaps.
Ongoing Administration
We record new grants, exercises and changes as they happen.
Ongoing Support
Periodic reviews, 409A coordination and support for fundraising and year-end.
Get started
Keep Your Equity Clean and Investor-Ready
Talk to our CPA-led team in Union City about stock and cap table administration. Call (510) 400-9341, email info@accounticoinc.com, or visit us at 33476 Alvarado Niles Rd, Ste A007, Union City, CA 94587.
Credibility & Trust
Accountico Inc is a CPA-led accounting firm serving startups and small businesses in Union City, Fremont, Newark, Hayward and the wider Bay Area. Equity data is sensitive, and we handle it with strict confidentiality and care.
