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insights from the embarker blog

The Fixed Asset Roll Forward Template & Guidance To Keep Your Balance Sheet Pristine

Clancy Fossum . January 07, 2020

An awful lot can happen from one moment to the next, even more so for companies and their many moving parts. While a passing glance at two consecutive balance sheets might look remarkably similar to the untrained eye, those line items have a heck...

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Tagged: accounting tips, accounting templates

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Cash Flow Worksheet Template, Basics, & Best Practices

Blake Brunson . December 17, 2019

We won’t be so bold to say cash flow worksheets are like snowflakes or a ten-minute drum solo, but we probably don’t have to. They’re company-specific, never one-size-fits-all, and always require a skilled hand to bend them to the very particular...

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Tagged: accounting tips, cash flow, accounting templates

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

Clancy Fossum . December 12, 2019

The months after private equity (PE) or venture capital (VC) can be dizzying for an enterprise. From an organizational perspective, it’s the financial equivalent of springtime, where the seeds of new investment capital sprout and begin to blossom...

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Tagged: accounting tips, private equity, venture capital

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The Open Items Template and Insights For Project Management Bliss

Clancy Fossum . November 21, 2019

There’s a funny thing about growth that some companies don’t take into account when gazing at the corporate stars and dreaming about market share. You get busy. Very busy. Multitasking becomes your best friend as your team’s collective mind gets...

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Tagged: accounting tips

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10 Questions Your Accounting Team Must Answer To Survive Hypergrowth

Clancy Fossum . September 17, 2019

We're not going to lie and say periods of hypergrowth aren't thrilling, because they are. That type of rapid expansion is what your founders dreamed of when they launched your company. But, as we've discussed before, that doesn't mean hypergrowth...

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Tagged: accounting tips, hypergrowth

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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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