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insights from the embarker blog

Perfect Your Financial Closing with a Post-Close Review

Blake Brunson . August 13, 2019

Congratulations on making it through yet another financial close. Yeah, it could've gone a little smoother but, what's done is done, right? Before you put the experience behind you, however, let's postpone happy hour or your post-close weekend...

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Tagged: accounting tips, reporting, month-end close

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The Ultimate Account Reconciliation Template and Best Practices

Clancy Fossum . July 16, 2019

Think of account reconciliations as the rudder to your ship. They keep you on-course and headed towards your intended destination, letting you identify discrepancies between accounts, ledgers, and nearly anything else that relies on absolute...

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Tagged: accounting tips

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Our Accounts Receivable Template and Tips Will Help Fuel Growth

Clancy Fossum . June 28, 2019

Money might not make the world go ‘round, but it certainly comes in handy when running and growing a business. Your accounts receivable plays a significant role on that front, making certain you’re adequately paid and on time for the goods and...

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Tagged: accounting tips, accounts receivable

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A Useful Template and Best Practices for Accounts Payable

Clancy Fossum . June 18, 2019

As far as your financials go, it doesn’t get more fundamental than your accounts payable. Your AP is a structural foundation of your enterprise, no matter how big or complex your operations might be. However, many companies still struggle with...

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Tagged: accounting tips, accounts payable

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5 Things to Think About For Your Upcoming Financial Transaction

Clancy Fossum . March 21, 2019

Financial transactions like a merger or acquisition, carve-out, divestiture, or IPO can play a pivotal role in your company’s future as long as you adopt a well-informed approach that vastly increases the odds of a successful transaction. Such an...

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Tagged: IPO, accounting tips, M&A activity

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Accounting Month-End Close Checklist and Best Practices

Clancy Fossum . March 07, 2019

Take a stroll through your accounting department as the end of the month approaches and you might just notice a palpable tension in the air. Pulses quicken, patience shortens, and pupils dilate as your highly qualified team dives into yet another...

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Tagged: accounting tips, month-end close

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5 Benefits of RPA to CFOs & Finance Departments

Erick De La Fuente . October 04, 2018

Most CFOs would make world-class jugglers. Not that we’re suggesting any drastic career changes for our CFO friends but, if you think about it, the comparison makes an awful lot of sense. An effective CFO is one that always has many balls in the...

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Tagged: finance, accounting tips, Robotic Process Automation

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Accounting Tips For Companies Looking to Move to Colorado

Sarah Jolly . October 02, 2018

Maybe it’s the water. Or the crisp mountain air. Or the unique and talented people. At the risk of sounding like a beer commercial, Colorado is an exceptional place that isn’t exactly flying under the corporate radar these days. In fact, both...

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Tagged: accounting tips

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13-Week Cash Flow Forecast Model Template & Best Practices

Blake Brunson . September 19, 2018

Accounting and finance would be so much easier if every company had a DeLorean, flux capacitor, and crazy-haired scientist squirreled away in the basement. At a moment’s notice, your designated Marty McFly could leap into the future, grab...

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Tagged: accounting tips, cash flow

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New Debt Agreements (and a Debt Rollforward Schedule Template)

Blake Brunson . September 13, 2018

Debt is a curious little word. Despite its straightforward meaning, it’s slowly climbed the linguistic ranks to now sit alongside other, more colorful four-letter words sprinkled throughout our robust and vibrant language. However, although debt...

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Tagged: accounting tips, debt agreements

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