Client engagements, by the work performed.
Array Technologies
R&M was engaged for hedge accounting analysis under ASC 815, including hedge-designation documentation, effectiveness testing methodology, and ongoing journal-entry workpaper support.
Open case study
Terram Lab
R&M provides comprehensive audit readiness, monthly financial reporting package development, KPI and financial-dashboard build-out, ASC 480 debt instrument analyses, ASC 805 purchase accounting, ASC 842 lease implementation, and ASC 718 stock-compensation analyses. Valuation services engagement covering ASC 718 / ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
Matrix Medical Network
R&M developed Matrix's monthly financial reporting package — including consolidated statements, KPI views, and management commentary — and supported divestiture accounting under ASC 205-20 for a non-core business line.
Open case study
Universal Technical Institute
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
Isola Group
R&M supported Isola through ASC 842 lease implementation across its global manufacturing footprint, audit readiness assistance for non-SEC filings, acquisition accounting support, and ongoing special-project consulting through multiple ownership transitions.
Open case study
EoS Fitness
Valuation services engagement covering ASC 718 / ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
JW Water Holdings
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.
Open case study
BRINC Drones
R&M built BRINC's full ASC 606 revenue recognition model, including performance-obligation identification for hardware, software, and service bundles, and authored the principal-vs.-agent technical memo for the Motorola partnership.
Open case study
Arcadia Biosciences
R&M has served as Arcadia's outsourced SOX 404 and SEC technical-accounting team since 2016, supporting every quarterly 10-Q and annual 10-K filing, ASC 606 revenue recognition, and ongoing SOX 404 testing across multiple fiscal years. Valuation services engagement covering ASC 820 / ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
GPS Insight
R&M prepared ASC 805 purchase accounting for multiple GPS Insight acquisitions, ASC 606 revenue recognition and COGS analyses, goodwill reporting-unit determination, and annual financial-statement preparation.
Open case study
Tilt Holdings
R&M serves as Tilt's outsourced SEC technical-accounting and financial-reporting partner, supporting 1934 Act compliance, financing-transaction analyses, and ongoing technical-accounting topics across the company's multi-state cannabis operations.
Open case study
Encora Holdings
R&M supports Encora with ASC 718 stock-option memo creation and option-database maintenance, internal-control analysis and design, foreign-currency functional-currency determinations for foreign subsidiaries, ASC 805 acquisition accounting, ASC 842 lease accounting, and financing-transaction analysis.
Open case study
Game Taco
R&M provides Game Taco with hedge-accounting analysis and documentation under ASC 815, ASC 606 revenue recognition for tournament and entry-fee structures, audit readiness, and ongoing technical consulting.
Open case study
Harvest Health & Recreation
R&M served Harvest as an outsourced SEC technical-accounting and audit readiness partner through complex multi-state operations and ultimately through the take-private acquisition by Trulieve.
Open case study
enviolo
Valuation services engagement covering IFRS 3 for financial reporting under U.S. GAAP and IFRS. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
Super Star Car Wash
R&M delivered ASC 842 lease implementation across the rapidly expanding facility footprint and provided controllership staffing support during the growth phase.
Open case study
Moon Valley Nurseries
R&M serves as Moon Valley's outsourced technical-accounting partner, supporting annual financial-statement preparation, ASC 805 purchase accounting, ASC 606 revenue recognition, ASC 718 Class C profit-interest-unit analysis, SOX 404 compliance, and sale-leaseback accounting.
Open case study
Venturi Supply
R&M provides Venturi with comprehensive audit readiness and financial-reporting services, including workpaper construction, account reconciliations, and external-auditor coordination across multiple fiscal years.
Open case study
GameSquare Holdings
R&M provides full-stack SEC technical accounting support including ASC 606 revenue analysis across complex media and sponsorship contracts, U.S. GAAP-to-IFRS reconciliations for Canadian reporting, and ASC 805 purchase accounting for serial acquisitions.
Open case study
Centauri Health Solutions
R&M serves as Centauri's outsourced technical-accounting team covering ASC 480 debt analysis across capital-structure events, capitalized-software accounting under ASC 350-40, ASC 606 / 842 new-standard implementations, and ASC 805 purchase accounting for four discrete acquisitions.
Open case study
CaliberCos
R&M provides Caliber with ASC 606 revenue recognition support, ASC 842 lease accounting, financing-transaction analyses, and controllership staffing for general-ledger support across the company's multi-entity structure.
Open case study
Galaxy Gaming
R&M provided a targeted freestanding financial instrument analysis covering the classification of warrants and related capital-markets instruments under ASC 480 and ASC 815-40 to support SEC reporting.
Open case study
Imagen Dental Partners
R&M supports Imagen with ASC 810 variable-interest-entity analyses for its affiliated practice structure, consolidation workbook preparation, intercompany process assessment, ASC 805 purchase accounting, and ASC 842 lease accounting.
Open case study
InfoArmor
R&M served InfoArmor with non-SEC audit readiness, SOX 404 compliance, fixed-asset accounting, and SEC professional consulting through the period leading up to the Allstate acquisition.
Open case study
MedAvail Holdings
R&M served MedAvail as the outsourced SEC reporting and technical-accounting partner, supporting 10-K and 10-Q preparation, ASC 606 revenue recognition, warrant classification and accounting memos, and ASC 350-40 capitalized software analyses.
Open case study
CEA CAPA Education Abroad
R&M provides comprehensive outsourced accounting support — annual financial-statement preparation, ASC 606 revenue recognition for international education contracts, ASC 470-50 debt analysis, ASC 815 FX hedging, and balance-sheet reconciliations.
Open case study
Reroof Partners
R&M provided Reroof Partners with consolidation workbook preparation, intercompany process assessment, ASC 805 acquisition accounting, ASC 606 revenue recognition memos for roofing services, and audit readiness services.
Open case study
True Food Kitchen
Valuation services engagement covering ASC 820 / ASC 718 / ASC 842 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
Flutterwave
R&M was engaged for ASC 830 foreign-currency matters including establishing functional currency for foreign subsidiaries, preparing remeasurement and translation adjustments, and analyzing changes in functional currency.
Open case study
Angel MedFlight
R&M provides comprehensive technical-accounting support across multiple ASC topics. Engagement began with full ASC 842 lease implementation, evolved into multiple debt analysis engagements under ASC 470-50, and includes ongoing profit-interest-unit database maintenance and warrant valuation under ASC 718 and ASC 480.
Open case study
Discount Tire
R&M prepared ASC 805 purchase price allocation memos for strategic regional acquisitions, including identification of acquired intangible assets, fair-value measurement of tangible assets, working-capital reconciliation, and goodwill allocation. Valuation services engagement covering ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
The Joint Corp.
R&M provides full-scope outsourced assistant controller services to The Joint Corp. R&M staff are embedded in the accounting team, managing day-to-day close, quarterly and annual SEC reporting, technical consultation on the reacquisition of regional developer rights, and discontinued operations accounting guidance.
Open case study
Lighthouse Immersive
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
LEHR
R&M serves as LEHR's outsourced technical-accounting partner, addressing ASC 805 purchase accounting, ASC 842 lease accounting, ASC 718 stock-based compensation, and financing-transaction analyses tied to capital-structure events. Valuation services engagement covering ASC 718 / ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
Udemy
R&M provides Udemy with SEC compliance support and controllership / general-ledger staffing, embedding R&M professionals into the close cycle, reconciliations, and SEC filing process.
Open case study
Source Global
R&M served as Source Global's outsourced SEC technical-accounting and audit readiness partner including 10-K preparation, S-1 registration drafting, ASC 606 revenue recognition for hardware and as-a-service offerings, debt and preferred-stock analysis, and interim financial services.
Open case study
Best Claims Solutions
R&M has served as Best Claims' outsourced technical-accounting resource across revenue recognition, lease implementation, annual financial-statement preparation, and fixed-asset accounting.
Open case study
CIM Group
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
Cogir Management USA
R&M delivered a comprehensive internal-control analysis aligned with SOX 404 principles — including process narratives, walkthroughs, risk-control matrix development, and design-effectiveness conclusions across the financial reporting cycles.
Open case study
Pro-Dex
R&M has served as Pro-Dex's SOX 404 compliance partner for 10+ consecutive fiscal years, supporting annual risk assessment, control design and testing, deficiency aggregation, and remediation across the company's SEC reporting program.
Open case study
Mesa Air Group
R&M has served Mesa Air across IPO readiness, multi-year SEC 10-K and 10-Q compliance, ASC 606 capacity-purchase-agreement revenue recognition, and ASC 842 lease implementation across the aircraft fleet.
Open case study
TPI Composites
R&M supports TPI's technical-accounting and SEC-reporting needs across 10-Q and 10-K filing support, ASC 606 long-term contract revenue recognition with cost-to-cost measure of progress, ASC 480 debt instrument analyses, ASC 718 stock compensation, interim corporate controller support, and proxy-statement preparation.
Open case study
Urbix
R&M provides Urbix with audit readiness, convertible debt accounting and bifurcation analysis under ASC 470 and 815, ASC 718 stock-based compensation expense and database support, and audit readiness staffing.
Open case study
Axonics
R&M supported Axonics across SOX 404 program design and testing through multiple fiscal years, ASC 326 CECL implementation, the Contura acquisition purchase accounting, and ongoing SEC compliance.
Open case study
Integrated Pain Management
R&M delivered a focused monthly close process improvement engagement, identifying bottlenecks in journal-entry preparation, reconciliations, and financial-statement generation, and recommending revised workflows to compress close cycle time.
Open case study
Edgio
R&M served Edgio as the outsourced SEC reporting and accounting staffing partner, embedding professionals in the close, reconciliation, and 10-Q / 10-K filing process across multiple fiscal periods.
Open case study
Skanon Investments
R&M has served Skanon as outsourced technical-accounting and consolidation partner since 2009 — through annual audit-readiness cycles, quarterly consolidations, ASC 842 lease implementation, and complete audit workpaper packages.
Open case study
AIMS Companies
R&M provides full-scope financial-statement preparation including balance sheet, income statement, equity, cash flows, U.S. GAAP footnote disclosures, ASC 805 purchase accounting for buy-and-build acquisitions, ASC 842 lease implementation across a broad lease portfolio, PIU expense calculations, and debt analyses.
Open case study
Cadence Education
R&M provides Cadence with focused technical-accounting support on equity compensation and debt instruments. R&M built and continues to maintain the profit-interest-unit expense database and authored the FY 2025 debt analysis memo under ASC 470-50. Valuation services engagement covering ASC 718 / ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
CRS Temporary Housing
R&M serves as the company's outsourced technical-accounting partner, supporting ongoing ASC 842 lease modification analyses for the rotating short-term lease portfolio, ASC 805 purchase accounting for acquisitions, ASC 718 profit-interest-unit calculations, financing transaction analysis, and audit readiness.
Open case study
LifeScience Logistics
R&M delivered capitalized software accounting analyses under ASC 350-40 for internally developed cold-chain platform software, alongside ASC 606 revenue recognition memos for warehousing, fulfillment, and value-added services.
Open case study
Amkor Technology
R&M served as Amkor's outsourced SEC reporting and interim financial-services partner across multiple fiscal years, supporting every quarterly 10-Q, annual 10-K, and ad hoc 8-K disclosure.
Open case study
University of Phoenix
Valuation services engagement covering ASC 718 / ASC 820 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
Goettl Air Conditioning
R&M prepared ASC 805 purchase accounting memos for tuck-in acquisitions and authored ASC 842 lease modification analyses addressing reassessments, terminations, and extensions across the service-territory facility portfolio.
Open case study
Offerpad
Rivers & Moorehead has supported Offerpad through public-company transaction accounting, in-substance vesting analysis for rollover equity, equity award replacement under ASC 805 and ASC 718, embedded derivative analysis under ASC 815, and ongoing SEC-reporting support. R&M continues to advise on freestanding financial instruments and mezzanine equity classification.
Open case study
SnapNurse
R&M delivered ASC 470-50 debt analysis across multiple capital events, bundled financial instrument analysis combining warrants and convertible notes, ASC 830 foreign-currency matters, CECL adoption, and ASC 606 revenue recognition memo authoring.
Open case study
Footprint
R&M provided Footprint with audit readiness, professional consulting for SEC compliance during a public-listing readiness process, and ongoing special-project technical accounting consulting.
Open case study
Trinity Capital
R&M supported Trinity through historical reporting analysis, audit readiness, recruiting-fee accounting, and SEC professional consulting during the period leading to its public listing.
Open case study
Top Aces Corp.
R&M was engaged for targeted ASC 606 revenue recognition analysis covering long-duration training services contracts with the U.S. Department of Defense and allied government counterparties. Scope included performance-obligation identification, variable-consideration analysis, and contract-modification documentation.
Open case study
Confluent Medical Technologies
R&M has served as Confluent's technical-accounting partner since 2019, supporting ASC 480 debt-instrument analyses across multiple capital structure events, ASC 815 embedded-derivative identification and bifurcation, ASC 606 revenue recognition, ASC 842 lease accounting, and ongoing acquisition support. Valuation services engagement covering ASC 718 / ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
FlexShopper
R&M serves as FlexShopper's SOX 404 advisor, providing risk-control matrix design, walkthrough documentation, control testing, and remediation tracking across the company's SEC compliance program.
Open case study
Lottery.com
R&M supported Lottery.com with ASC 606 revenue recognition analysis, ASC 805 acquisition accounting, convertible debt analysis under ASC 470 / 815, and ongoing audit readiness and SEC reporting services.
Open case study
Vitalant
R&M was engaged to lead Vitalant's ASC 842 lease implementation, addressing a large, geographically distributed lease portfolio spanning donor centers, mobile collection facilities, laboratory space, and corporate offices. Work included data abstraction, classification, and right-of-use/lease-liability calculation.
Open case study
HOPCo
R&M serves as HOPCo's primary technical-accounting partner, addressing variable-interest-entity analysis under ASC 810, full GAAP financial-statement preparation including consolidation, ASC 842 lease implementation, ASC 805 purchase accounting across multiple acquisitions, foreign-currency accounting, and goodwill change-in-treatment. Valuation services engagement covering ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
Pavilion Payments
R&M delivered targeted ASC 606 revenue recognition analysis covering complex multi-element payment processing contracts and performed a comprehensive standalone selling price study. Engagement included identification of performance obligations across cash access, kiosk, and loyalty solutions and allocation of transaction price using observable evidence.
Open case study
T2 Systems
R&M has performed annual ASC 606 standalone selling price studies for T2 Systems from 2023 through 2025. Each study involves detailed analysis of observable selling prices, residual approach considerations, and customer-segment-specific pricing.
Open case study
Providence Medical Technology
R&M leads Providence's IPO-readiness program, addressing ASC 480 debt instrument classification, ASC 606 revenue recognition refresh, ASC 842 lease accounting, ASC 718 equity compensation, and SOX 404 control environment design.
Open case study
ON Semiconductor
R&M provided onsemi with technical SEC reporting support including 10-K preparation, EPS calculations, cash flow statement analysis, fixed asset analysis, and acquisition accounting consulting tied to several acquisitions.
Open case study
Qoros Health
R&M provides comprehensive technical-accounting support spanning ASC 805 serial-acquisition purchase accounting, intercompany / consolidation process assessment, ASC 606 revenue recognition, ASC 718 stock-comp, ASC 326 CECL adoption, and financing transaction analyses.
Open case study
SimonMed Imaging
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
Telgian Holdings
R&M provides Telgian with ERP implementation support staffing — including chart-of-accounts redesign, data migration validation, and accounting-process redesign during the ERP cutover.
Open case study
TurbineAero
R&M provides TurbineAero with audit readiness services, financial-reporting staffing, and special-project consulting across the company's global operations and multiple fiscal years.
Open case study
Carvana Co.
R&M prepared ASC 805 purchase price allocations for multiple Carvana dealership acquisitions across regional markets, including identification of acquired intangible assets, fair-value measurement, opening balance sheet support, and goodwill allocation. Valuation services engagement covering ASC 805 / ASC 820 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
UnisLink
R&M provided comprehensive technical-accounting support including ASC 805 purchase accounting for platform and bolt-on acquisitions, ASC 606 revenue and commission analysis, ASC 842 lease implementation, ASC 718 stock compensation, and cash-to-accrual conversion.
Open case study
Anduril Industries
Valuation services engagement covering ASC 842 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
Permex Petroleum
R&M was engaged for a focused U.S. GAAP-to-IFRS reconciliation analysis covering differences in successful-efforts accounting and financial-instrument classification to support Canadian-jurisdiction reporting.
Open case study
Unical Aviation
R&M serves as Unical Aviation's outsourced technical-accounting and SOX 404 partner, providing audit readiness services, controllership staffing, ASC 805 acquisition accounting, and ongoing financial-reporting support.
Open case study
Lilac Solutions
R&M serves as Lilac's outsourced technical accounting partner, addressing complex multi-currency revenue contracts, stock-based compensation modifications under ASC 718, foreign-currency functional-currency determinations under ASC 830, and divestiture accounting. Engagement also covers ASC 842 lease implementation across international entities.
Open case study
Global Water Resources
R&M serves as the company's outsourced SOX 404 partner and policies-and-procedures developer, supporting annual control design, testing, and remediation through multiple fiscal years and aligning policies to SEC reporting requirements.
Open case study
Momentus Space
R&M supported Momentus through its public-listing process, S-1 registration drafting, interim financial-services staffing, bundled financial-instrument analyses across convertible note, warrant, and earn-out structures, and ongoing SEC 10-K / 10-Q compliance.
Open case study
Kinematics Manufacturing
R&M prepared the full ASC 805 purchase-accounting memo, push-down basis accounting analysis, and continues to provide monthly close, consolidation, intercompany elimination, and consolidated financial-statement preparation as integration support.
Open case study
Kinective
R&M provided Kinective with accounting advisory support for its banking-technology platform.
Open case study
Conner Industries
Valuation services engagement covering ASC 805 for financial reporting under U.S. GAAP. R&M prepared valuation analyses, supporting models, and written deliverables for management and external-auditor review.
Open case study
Leslie’s Pools
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
Datavault AI
R&M supports Datavault with freestanding financial instrument analysis including warrant and pre-funded warrant classification, ASC 606 contract analysis, ASC 805 purchase accounting for acquisitions, and ongoing financing transaction analysis.
Open case study
Verra Mobility
R&M provides specialized ASC 606 revenue recognition consulting along with SOX 404 control remediation, mitigating control testing, ERP-driven controllership support, and audit readiness assistance. Engagement spans annual SSP studies, complex multi-element customer contracts, and ongoing reconciliations between source systems and the general ledger.
Open case study
Mister Car Wash
R&M supported Mister Car Wash through the 1933 Act IPO process and ongoing SEC compliance — including audit readiness, interim financial services, and professional consulting through the company's transition to public-company reporting.
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