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RESOURCES

Guides, templates, checklists, and more

Industry-leading resources built to educate, problem-solve, and stir up new ideas.

Guides


guide

The Post-IPO Accounting and Finance To-Do List

guide

The Guide to FP&A in a Post-COVID-19 Environment

guide

The CFO's Roadmap to Finance Transformation

guide

The Ultimate Pre-IPO Handbook For Accounting & Finance

guide

The Finance & Accounting Process Improvement Lifecycle

guide

Accounting Timeline After Private Equity/Venture Capital Funding (3, 9, and 12 months out)

guide

The Roadmap to Implementing SOX Compliance

guide

A Lessee's Quick Guide New Lease Standard ASC 842

guide

SOX Compliance in a Post-COVID World

guide

The Accounting & Finance Roadmap For Distressed Companies

guide

The Accounting & Finance Roadmap For a Distressed Commodity Price Environment

guide

The Ultimate Guide to Pro Forma Financial Statements

guide

Sell-Side Due Diligence Report Checklist

guide

Internal Audit Best Practices for a Successful RPA Initiative

guide

Accounts Payable Excel Template

guide

Critical Audit Matters and The Impact on PCAOB Audit Opinion

guide

Technical Accounting Subjects to know for an Acquisition

guide

Going Public: The Pre-IPO Timeline

guide

Intentional Relationships: Guide to Biz Dev for Audit Partners and Senior Managers

guide

A Lessor's Quick Guide to ASC 842 Adoption

guide

ASC 606 Rev Rec Timeline

guide

The 101 on ASC 606 (quick guide to rev rec)

guide

The Oil & Gas Financial Due Diligence Checklist

guide

The Business Intelligence Revolution The Road to Data-Driven Decision Making

guide

The Career Path Guide for Big 4 CPAs

guide

Post-Merger Integration Checklist & Best Practices

guide

The Embark Middle Market Report – Q1 FY20

guide

The Embark Middle Market Report – Q2 FY20

guide

The Embark Middle Market Report – Q3 FY20

guide

Buy-Side Due Diligence Report Checklist

guide

ESG Reporting Best Practices: Implementation & Beyond

guide

The Blueprint for Building a Data Culture in the Office of the CFO

guide

The Reporting Automation Playbook for Private Equity Funds

Templates