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Internal Controls

Our internal control services allow businesses to outsource their internal audit functions and utilize personnel with significant internal control experience in a variety of industries who can provide an independent review of issues, as well as benchmark internal control procedures against other companies in similar industries.


Since the inception of SOX, we have provided regulatory compliance assistance to large multinational and middle-market publicly-traded companies in support of their management assessment over internal controls.

We maintain a streamlined approach that focuses on areas of highest risk and controls that minimize the amount of effort necessary to become SOX compliant. Our approach has been vetted with all of the major accounting firms and is continually evaluated to ensure compliance with new PCAOB requirements and hot button issues.

Holtzman Partners has developed a SOX methodology that follows the Committee of Sponsoring Organizations (COSO) guidelines, the standard for internal controls. Our procedures are designed to uncover, assess and thoroughly test key internal controls.

Our SOX procedures also include detailed, daily involvement of partner and manager level personnel. Additionally, we have a dedicated group of IT audit personnel who have experience with a variety of IT infrastructure environments and assist in the performance of the IT portion of the management assessment.

Whether your company is in technology, retail, healthcare, manufacturing or a different industry, our professionals have the expertise and relevant experience to design and implement a compliance methodology customized for your specific situation.

When an organization forms an internal audit department, management's aim is to add value to and improve operations by assuring that their policies, procedures and systems are organized, efficient and effective.

Holtzman Partners has extensive experience in managing internal audit departments and projects related to internal controls.

We follow a collaborative, structured approach to every internal audit project which includes planning meetings with management to understand the scope of the project and identify specific audit procedures. Our team then performs the testing, which may include benchmarking controls and discussing any issues with management. Lastly, we summarize audit procedures and discuss any issue reports to management.


We have been working with Holtzman Partners since 2009. Their domain expertise and team continuity has enabled them to really understand our software company and the challenges we face. They have repeatedly helped us analyze potential issues and make better decisions in real time.

- Corey Blahuta, VP of Finance - UnboundID
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