Smith Equity Consulting

Welcome to Smith Equity 

Professional Equity Management

Access our deep talent pool to quickly fulfill your company’s needs

We have on demand talent to help your needs short term and longterm.

Used by companies around the world

About Us

Maximize Efficiency and Productivity

Smith Equity Consulting (SEC) is a consulting firm that specializes in the administration, accounting, reporting and education of the complex issues that companies face when it comes to stock-based compensation programs.  We service private and public, domestic and multinational companies located in the San Francisco Bay Area and throughout the West Coast territory. 

Our Services

Services you can trust

You can trust the services that you’ll receive from SEC.  SEC offers a pool of highly skilled, knowledgeable, experts in all aspects of equity management (Equity Management Professionals) who are well rounded in the administration of both private and public companies’ global equity needs and have between five- and 20-years’ experience. Most of our consultants are designated Certified Equity Professionals (CEP) or are in the process of obtaining their CEP (level I, II and/or III) certification and have gained their expertise working with Big 4 and/or high-tech 424 and 423 Equity Plan Services include but are not limited to the following.

Consulting Services

Whether on a fractional basis or long term our consultants can add immediate value to your company.

Corporate Paralegal Services

Scruples Corporate Paralegal Services provides 3rd party corporate paralegal consulting solutions to legal departments, small law firms and independent attorneys.

Flexible Recruits

Our skilled professionals work on a fractional basis, part-time, or full-time.

Specialty Human Capital Consulting

Smith Equity & Financial Consulting Resources with specific backgrounds in Equity Compensation Stock Administration, Finance and Accounting human capital.

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Combined Years of Experience

Testimonials

Success Stories

5/5
I have always known Kelly to be a smart hardworking professional. Her dedication to her clients and expanding her own level of expertise is something to be admired. She is talented and skilled in the area of equity compensation administration and puts in the effort so often missing in today's work environment. I would hire her if I had a position open.
Dan
CECP
5/5
Kelly was the chief architect in creating the stock administration group at salesforce.com prior to going public. She created the process through E*Trade to manage employee options, Citibank for stock sales and 10b5-1 plans, and the reporting process for the capitalization table and FAS accounting requirements. Internally, she worked closely with the Human Resources, Legal and Accounting teams to ensure that the process from grant to sale was a streamlined and accurate process. Kelly's hard work and dedication put salesforce.com at the forefront of stock administration programs which is critical in today's environment.
James
Director
5/5
Kelly is one of finest people I have worked with, I was impressed with her work ethic, professionalism and detailed oriented. She is a tremendous asset and an absolute pleasure to work with
Gwendolyn
Talent Acquisition
5/5
Kelly provided excellent advice to SST regarding best practices on how our employee stock option program should be run. In addition, Kelly put in countless nights and weekends to meet crazy deadlines and did so with humor and grace! Kelly is the one you want to hire for deep knowledge, skills, dedication, and just a wonderful person.
Michael
Development Leader