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.
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.
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.
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.
What Our Clients Say
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.