Engagement summary
Client Background
JW Water Holdings is a regulated water-utilities holding company operating multiple regulated water systems across the western United States.
Engagement Scope
R&M built JW Water's monthly financial-reporting package and KPI / financial-dashboard infrastructure, and serves as the company's primary audit readiness and staffing partner for financial reporting.
Services Provided
- Monthly financial reporting package development
- KPI, financial dashboard and lender covenant compliance dashboard build-out
- Audit readiness and workpaper construction
- Staffing support for audit readiness and financial reporting