Financial reporting advisory

Deliverables

Draft financial statements and footnotes
10-Q / 10-K drafting support
Disclosure and tie-out support
Quarterly close acceleration
Responses to audit and review comments

Relevant frameworks

SEC Regulation S-X / S-K
FASB ASC and IFRS Accounting Standards
IAS 1 and IAS 34 financial statement presentation and interim reporting
PCAOB auditing standards

When CFOs call us

Quarterly or annual filing cycle
Financial statement drafting gap
New reporting team
Audit or review bottlenecks

Whether your organization is preparing for a first-time audit or facing a technical issue that is preventing reporting from moving forward, our professionals work alongside your team so the process moves smoothly.

Our services focus on audit readiness, financial reporting, internal controls, and technical issue assistance. Common services we provide include:

Reviewing trial balances and accounting records to identify support deficiencies and technical issues
Assessing and implementing new accounting standards
Drafting technical position papers
Drafting financial statements and footnotes
Assisting management with responses to audit comments
Financial reporting and internal controls assistance

Related client work

Representative case studies.

Outsourced Controllership

The Joint Corp.

Chiropractic Healthcare Franchise Public Company

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.

View case

Monthly Reporting

JW Water Holdings

Water Utilities PE-Backed

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.

View case

Audit Readiness

Venturi Supply

Industrial Distribution Private

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.

View case

Financial Statement Prep

CEA CAPA Education Abroad

International Education PE-Backed

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.

View case

FAQ

Common questions.

What does Financial reporting advisory include?

The scope is tailored to the matter. Common deliverables include draft financial statements and footnotes, 10-Q / 10-K drafting support, disclosure and tie-out support, quarterly close acceleration, and responses to audit and review comments.

When should a finance team call Rivers & Moorehead for Financial reporting advisory?

Teams typically reach out when they need support with quarterly or annual filing cycle, a financial statement drafting gap, a new reporting team, and audit or review bottlenecks.

What standards or frameworks does this work consider?

Depending on the facts, the work may consider SEC Regulation S-X / S-K, FASB ASC and IFRS Accounting Standards, IAS 1 and IAS 34 financial statement presentation and interim reporting, and PCAOB auditing standards.

Does Rivers & Moorehead provide audit or tax services?

No. Rivers & Moorehead is not a certified public accounting firm and does not provide attest, audit, review, compilation, or tax services. The firm works alongside management and external advisors on accounting advisory and valuation consulting matters.

Engage

Ready to scope financial reporting advisory support?

We respond within the business day. The first conversation is always with a partner — not a BD team.

Request a proposal