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 Digital Finance Revolution: The Road to Data-Driven Decision Making
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
template
The Accounting Close Checklist Template
template
ASC 842 Lease Classification Template For Lessees
template
13-Week Cash Flow Forecast Model Template
template
ASC 606 Rev Rec Template
template
The Fixed Asset Roll Forward Template
template
Quality of Earnings Template
template
Cash Flow Worksheet Template
template
The Open Items Template for Accounting
template
The Ultimate Account Reconciliation Template
template
Accounts Receivable Excel Template
template
Debt Rollforward Schedule Template
template
The Ultimate Chart of Accounts Template
template
ASC 842 Embedded Lease Assessment Template for Lessees
template
The Accounting Leadership & Controller Transition Template
template