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Home > What We Do > SOX Readiness & Compliance

SOX Readiness & Compliance

Home > What We Do > SOX Readiness & Compliance

SOX Readiness & Compliance

We help you achieve SOX Compliance with ease.

IPO Readiness
SOX & Regulatory Compliance
Internal Audit & Controls
SOX-Readiness_sec

SOX Readiness & Compliance

Achieving SOX compliance is often a massive undertaking. Our SOX and Internal Control services make the process easier by enabling your business to outsource its internal audit function altogether. Our experienced team assists with the design, implementation, and operational evaluation of an internal control environment. The result is a more efficient and effective internal control structure that not only meets regulatory compliance standards but also improves your operations.

IPO Readiness

Getting ready to list your shares publicly for the first time is a major milestone. But it’s also a major source of stress, as founders and executives are tasked with the multiple workstreams involved in preparing for life as a public company.

With so much on the line, the last thing you want to do is embark on this complex journey on your own. When you partner with our team, you won’t have to. We’ll work with you hand-in-hand to put you in the best position to pull off a successful IPO.

SOX & Regulatory Compliance

Since the inception of SOX, our team has helped large multinational and middle market publicly traded companies achieve regulatory compliance by supporting their management assessment over internal controls. Our procedures assist management in the design, evaluation, and remediation of key internal controls.

As we help your organization achieve SOX compliance, we maintain a streamlined approach that focuses on areas of highest risk and controls that minimize the amount of effort required on your end. Our approach has been vetted by major accounting firms and is continually evaluated to ensure compliance with new PCAOB requirements and hot-button issues.

Our SOX procedures also include detailed, daily involvement of partner- and manager-level personnel. Additionally, each member of our dedicated group of IT audit personnel has experience with a variety of IT infrastructure environments and assists in the performance of the IT portion of the management assessment.

Internal Audit & 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. In turn, these individuals provide an independent review of issues as well as benchmark internal control procedures against other companies in similar industries.

When an organization forms an internal audit department, management aims 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 is customized to fit the needs of management.

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What Our Clients Say

"I have worked with Holtzman Partners for many years where they have provided audit and consulting services. I cannot say enough about the team at Holtzman. Their staff are consistent, professional and demonstrate strong technical skills. They are extremely responsive and easy to work with."

Michael S. Lafair
- CFO
CS Disco
 

"We are a long-term customer of Holtzman Partners. Their thorough auditors have years of experience in SOC 1 and SOC 2, FFIEC and IT risk assessments. We’ve been able to count on them for multiple on-time audits. Their personnel are professional and friendly, and since the same personnel are assigned each time, they are familiar with our business and the security control implementations. That keeps the audit process crisp and efficient."

Jeff Jilg
- CISO Consultant
 

I have worked with Holtzman Partners for many years where they have provided audit and consulting services. I cannot say enough about the team at Holtzman. Their staff are consistent, professional and demonstrate strong technical skills. They are extremely responsive and easy to work with.

Michael S. Lafair
- CFO
CS Disco
 

I worked with Holtzman Partners on a SOC 2 and ISO 27001 audit and appreciated their advice and guidance. They took the time to understand how our business works and wrote unique controls that worked for us and satisfied the requirements. They have been a valuable partner in helping us achieve the compliance standards we sought to attain.

Chris Collins
- Director of IT Security & Compliance
SilverCar by Audi
 

"I worked with Holtzman Partners on a SOC 2 and ISO 27001 audit and appreciated their advice and guidance. They took the time to understand how our business works and wrote unique controls that worked for us and satisfied the requirements. They have been a valuable partner in helping us achieve the compliance standards we sought to attain."

Corey Blahuta
- VP of Finance
UnboundID
 

Your SOX Readiness & Compliance Partners

luke

Luke Childress

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
mark

Mark Knight

Partner
SOC Reports (SSAE 18), SOX Readiness & Compliance Read Bio >
gretchen

Gretchen Leifeste

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
joey

Joey LoSurdo

Partner
SOC Reports (SSAE 18), SOX Readiness & Compliance, Advisory Read Bio >
mike

Mike Panozzo

Founding Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
kat

Kat Peterson

Partner
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
michael

Michael Sobczyk

Partner
SOC Reports (SSAE 18), SOX Readiness & Compliance Read Bio >
jillian

Jillian Bergman

Director
Audit & Assurance, SOX Readiness & Compliance, Advisory Read Bio >
Meet The Rest Of The Team
association
Professional Associations

From deep industry expertise to strong partnerships, we bring the best of both worlds to grow your business.

Partners to help you scale

We all bring different skills to the table, but our collective passion for collaboration, problem-solving, and quality results is what makes our team strong.

We recognize that our service delivery approach needs to be as flexible as our customers are unique. And that is a challenge we readily embrace. Whether you are a startup or a market leader, Holtzman provides the right resources, and gives you the tools you need to grow your business.

Why choose Holtzman?

High-touch Approach

High-touch
Approach

Our dedicated team works closely as an extension of your own, to develop a full understanding of your goals and objectives. We offer the kind of communication and collaboration you will not get elsewhere.

Trusted Relationships

Trusted
Relationships

Candid conversations build relationships of trust. That’s why we are a leader in personable public accounting. We build strong, mutually beneficial partnerships with every client and are a dependable resource that is ready to meet your needs.

Unrivaled Efficiency

Unrivaled
Efficiency

Your time is valuable. Our team will work closely with you to ensure the appropriate work is performed in a timely manner, and as efficiently as possible.

Comprehensive Guidance

Comprehensive
Guidance

You will get a team of highly experienced professionals and deep industry experts that are available and willing to help solve complex issues.

Get in Touch

Let’s grow your business together.

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