Representative clients

Client experience across complex reporting matters.

Public registrants, private-equity platforms, family offices, and firms that advise them rely on Rivers & Moorehead across roughly two hundred active engagements in a given year, across the United States.

Map showing Rivers & Moorehead Tempe headquarters and representative client markets across the United States
Tempe headquarters and representative client markets
National footprint

Tempe headquarters. National client base.

We serve a national client base through consultants based at our Tempe headquarters in the Phoenix metro and across the western United States. We work where complex reporting, valuation, transaction, and audit-readiness issues need senior attention.

500+public, private, and PE-backed clients served

Best practices developed over decades

Through hundreds of engagements with large public and private companies, we have developed repeatable processes and workpaper models for complex accounting and reporting matters.

Consistency not found at competitors

Our engagement teams are experienced professionals who understand the expectations of management, auditors, lenders, investors, and boards.

No minimum time commitments

We scope support around the client need, whether the work calls for a focused technical project or sustained advisory capacity.

Representative clients

A representative cross-section of public companies, PE-backed platforms, and private operators.

Representative case studies

Representative engagements.

SEC Reporting

Universal Technical Institute

Post-Secondary Technical Education NYSE: UTI Phoenix, AZ

R&M served UTI as the outsourced SEC technical-accounting and financial-reporting partner, supporting 10-Q and 8-K disclosures, ASC 842 lease adoption, SEC reporting support, and interim financial services.

Open case study
SOX 404

CIM Group

Real Estate & Infrastructure Private Los Angeles, CA

R&M delivered SOX 404 flowchart documentation, risk-control matrix preparation, and lessor accounting analyses under ASC 842 for complex real estate lease arrangements. Engagement also included a change-in-control analysis for fund-level transactions and infrastructure-fund investor documentation.

Open case study
Foreign Currency Matters

Lighthouse Immersive

Immersive Art Experiences Private Toronto, ON

R&M delivered ASC 830 foreign-currency matters including functional currency determination across the company's multi-jurisdiction subsidiary structure, remeasurement and translation adjustments, and ASC 606 ticketing-revenue recognition analysis.

Open case study
Integration Assistance

Leslie’s Pools

Pool & Spa Supplies Retail NASDAQ: LESL Phoenix, AZ

R&M provides Leslie's with integration-assistance and controllership / general-ledger staffing support tied to acquisitions and operational integrations, including journal-entry review, account reconciliations, and close-cycle support.

Open case study
Valuation — ASC 805 / ASC 718

SimonMed Imaging

Diagnostic Imaging PE-Backed Scottsdale, AZ

R&M serves as SimonMed's outsourced technical accounting team across recurring technical accounting, valuation, lease accounting, and financial-reporting matters. Work spans ASC 805 purchase accounting for serial acquisitions, ASC 842 lease implementation across the imaging-center footprint, ASC 718 profit-interest-unit support, and ASC 470 debt analysis tied to refinancings. R&M prepares valuation analyses, supporting models, and written deliverables for management and external-auditor review.

Open case study
Accounting Advisory

Kinective

Financial Technology Private Company

R&M provided Kinective with accounting advisory support for its banking-technology platform.

Open case study
Where we're most useful

Moments where senior support helps.

First audit readiness.

When a company is approaching an S-1, first financial-statement audit, or audit transition and needs supportable accounting workpapers.

Pre-IPO · First audit

Transaction accounting.

Purchase accounting, fresh-start accounting, carve-outs, and the technical work that follows a signed transaction agreement.

M&A · Take-private

Review support.

When an accounting position, valuation conclusion, or audit response needs clear documentation for management and external review.

Audit response

Unusual transactions.

New instruments, unusual structures, and fact patterns that require practical analysis under the applicable accounting literature.

Novel transactions
Client perspective

What clients say after the work.

Technical accounting
Rivers & Moorehead has been an exceptional partner to Verra Mobility. Their team brings a rare combination of technical depth and practical execution, especially in complex areas like ASC 606 revenue recognition, control remediation, and audit readiness. Whether supporting us through a refresh of our SSP study, preparing detailed memos for external auditors, or helping reconcile ERP processes, they’ve consistently delivered high-quality, dependable work. I value their responsiveness, judgment, and ability to integrate seamlessly with our internal team and external audit firm. They’ve been instrumental in helping us maintain confidence in our financial reporting processes.
Hiten Patel
Chief Accounting Officer, Verra Mobility
Private equity services
Rivers & Moorehead has been an indispensable partner across several of the portfolio companies I oversee. Their team consistently delivers high-caliber support in areas ranging from technical accounting and financial statement preparation to process improvement and interim controllership. They have stepped in seamlessly to stabilize the accounting function, guide complex ERP and reporting processes, and ensure readiness for audit and lender reporting. They bring a practical mindset, integrate well with management teams, and operate with efficiency to move the ball forward.
Brett Reinhart
Principal, Platinum Equity
Accounting & reporting advisory
I have known Steve and the R&M partners for almost 20 years. They assist many of our audit clients and have a solid reputation for delivering high quality work.
John Sizer
Retired Office Managing Partner, Deloitte
Interim staffing for key roles
We have had the pleasure of working with Rivers & Moorehead for a range of critical financial and compliance needs, including staff augmentation, SEC compliance, Sarbanes-Oxley (SOX) compliance, and accounting advisory services. Their team consistently delivers top-tier expertise, professionalism, and attention to detail, ensuring that our financial operations remain efficient and fully compliant. Their deep industry knowledge and proactive approach have been invaluable in helping us navigate complex regulatory requirements with confidence. We highly recommend R&M to any organization seeking a trusted partner.
Jake Singleton
Former Chief Financial Officer, The Joint
Project work

Fortune magazine lists onsemi as one of the 500 largest companies in the United States. onsemi looks to R&M for seasoned accounting expertise, valuation opinions, and staff with multi-national corporate experience to fulfill various roles.

R&M consistently provides top level talent to balance our organization’s needs. For technical accounting and financial reporting expertise, R&M is our first choice and has been for nearly two decades.
Bernie Colpitts
Former Chief Accounting Officer, onsemi
SEC compliance
When faced with unexpected turnover, Rivers & Moorehead consultants took over all SEC filing and internal reporting tasks related to a shelf registration, annual proxy, quarterly reporting and an equity offering. Their technical expertise, ability to quickly grasp the business, and overall professionalism were impressive and I would recommend them to anyone that faces similar challenges.
Troy Anderson
Former Chief Financial Officer, UTI
Project work
R&M supports TPI with extra staffing and outsourced special projects. They are an effective resource for providing additional bandwidth and skill sets in times of need.
William Siwek
Chief Executive Officer, TPI Composites