Our Services
Financial Reporting & SEC Compliance
Our financial reporting and SEC compliance services encompass a comprehensive range of skills to meet your company's reporting needs. Our organization boasts a tremendous degree of experience in handling the reporting requirements of the Securities and Exchange Commission (SEC) and adhering to US Generally Accepted Accounting Standards (US GAAP). Whether your company is an Alternative Reporting entity or a Fully-Reporting entity, we provide the proper filings for OTC Markets Disclosures and SEC compliant filings. We have a high proficiency in financial statement drafting include your required notes to the financials, and well equipped to perform your alternative reporting interim and annual disclosure filing, or your fully-reporting interim and annual filing on Form 10Q and Form 10K, as well as Registration Statement support (Reg A, S-1, Form 10, etc.).
With an experienced team, we understand the significance of thorough and accurate financial reporting. Our experience enables us to conduct meticulous reviews, identify potential issues, and ensure compliance with regulatory standards. Whether you need assistance supplementing your existing financial reporting team or desire a turnkey solution for all your reporting requirements, our combined financial reporting, SEC compliance, deliver comprehensive and reliable results.
H² Performance Financial is dedicated to delivering excellence in financial transparency, compliance, and accountability. Trust us to navigate the complexities of financial reporting, SEC regulations, and audit management.
Pre-Audit Services & Audit Management
We pride ourselves on our exceptional audit coordination services, leveraging our extensive background on having been in your position of both public and private entities. a in being s in auditing for both public and private companies. With this valuable experience, we anticipate the needs of auditors, enabling us to streamline the entire auditing process for your company. Our ultimate goal is to ensure that you can maintain your focus on running your business while we facilitate a smooth and efficient audit on your behalf.
By understanding the intricacies of audit requirements and procedures, we proactively prepare the necessary documentation, schedule and support and ensure that all relevant information is readily available to auditors. Our collaborative approach fosters a positive and productive auditor/client relationship, promoting a cooperative and successful audit experience – most importantly minimizing your involvement so you can focus on your continuing operations.
With H² Performance Financial managing your audits, you can rest assured that the auditing process will be conducted with the utmost professionalism and efficiency. Our commitment is to facilitate the completion of required procedures effectively, allowing your company to meet its compliance obligations while minimizing disruptions to your daily operations. Trust us to be your reliable partner for a seamless audit process and building a strong foundation for financial transparency and credibility.
Complex Transaction Support
We can assist you in navigating complex transactions. Our team stands ready to assist you in evaluating and documenting the accounting impact of various intricate financial activities, ensuring compliance and best practices.
From navigating the complexities of Business Combinations (acquisitions and reverse mergers) to evaluating the intricacies of Convertible Notes, Preferred Equity, Share-Based Compensation, Debt Restructuring and leases transactions, we are prepared to help you navigate these areas.
These transactions are often critical milestones for your organization and may have far-reaching implications on financial reporting. We take a keen interest in these matters and provide guidance in the proper documentation and accounting for them.
With H² Performance Financial in your arsenal, you can confidently navigate complex financial transactions, build the proper financial processes, and make well-informed decisions for the benefit of your organization.
Outsourced Accounting Services
We excel in providing comprehensive outsourced accounting solutions, tailored to meet your unique business needs. Our team brings a wealth of experience, including audit management, to ensure accurate and compliant financial operations.
Whether you require a full-service outsourced accounting solution or need to supplement your existing team, we've got your covered. We will collaborate with your organization to develop a robust monthly or quarterly close process that adheres to US Generally Accepted Accounting Standards (US GAAP). With our team-oriented approach, you can rely on skilled professionals ranging from CFO-level to Staff Accountant/Bookkeeper working cohesively with your team (or entirely outsourced if you wish) to deliver timely and performance-oriented results.
H² Performance Financial understands the significance of your financial reporting requirements. Let us do the heavy-lifting whether is your routine accounting duties, reporting requirements or audit-management. This allows you to do what you do best – focusing on your business’ core activities and operations - giving you the peace of mind that your financials are in good order.
Professional Bookkeeping Services
H² Performance Financial understands the importance of accurate and up-to-date financial records for running a successful business. Our team is committed to taking care of your general bookkeeping needs, ensuring that your books are well-maintained and always current.
Bookkeeping forms the foundation of your financial footprint. We take this responsibility seriously and embark on this effort with a significant level of detail, leaving you with the peace of mind that your financial records are organized, precise, and readily available whenever you need them.
By entrusting us with your bookkeeping duties, you can focus on you continuing operations with confidence, knowing that your transactional information is in good hands. Whether it's managing transactions, reconciling accounts, or recording financial activities, we take care of the essentials, allowing you and your stakeholders to make informed decisions and allowing your business to prosper.
We strive to provide top-notch bookkeeping services that empower your business with valuable financial insights. Let us be your reliable partner in maintaining accurate books and gaining a clear understanding of your financial position, setting the stage for a prosperous and thriving future.
Team Structure & Mentoring
H² Performance Financial goes beyond offering standard consulting services. We specialize in providing expert guidance. We strive to develop the optimal team structure and mentor your internal finance and accounting operation. We want you to benefit from a proficient, efficient and effective team, leading to the finance and accounting operation’s success.
We work closely with your organization to understand its unique needs, challenges, and goals. We then customize our recommendations to most-effectively align with your company's objectives. Whether you are building a new team or restructuring an existing one, we provide the expertise to develop a high-performing team for you.
We can offer personalized one-on-one mentoring and training sessions for your finance and accounting leaders. Our approach is designed to equip your team with the necessary skills, knowledge, and confidence to excel in their respective roles. Through ongoing mentorship, we foster professional growth, leadership development, and the ability to overcome complex financial challenges.
We believe that a strong and well-structured finance team, coupled with effective mentorship, forms the backbone of your company's financial success. Let us be your trusted partner in optimizing your team's potential and driving your organization toward sustainable growth and excellence in financial leadership.