Experienced Guidance
Whether your organization is public or private, when management requires assistance with internal controls evaluation, our professionals deliver tailored solutions to meet your unique needs. Our SOX and Internal Control over Financial Reporting (ICFR) consulting team helps secure compliance, strengthen controls, and enhance financial integrity — partnering with organizations to navigate regulatory complexities with confidence.
With deep experience in Sarbanes-Oxley compliance, risk management, and internal controls, we develop sustainable, risk-based frameworks that improve transparency, mitigate risk, and drive operational efficiency. Whether optimizing existing processes or preparing for an IPO, our customized solutions provide the insights and agility needed to meet evolving regulatory demands and support long-term growth.
Compliance Simplified
Explore our end-to-end Sarbanes-Oxley services tailored to your compliance needs.
CBIZ manages the entire SOX compliance process, from planning and execution to reporting. Our independent approach minimizes internal staff involvement while ensuring audit readiness.
A hybrid approach where your organization retains control while leveraging CBIZ for specialized assistance. We work collaboratively to fill gaps and strengthen your compliance program.
Need additional SOX assistance? CBIZ provides skilled professionals to supplement your internal team for SOX compliance, control testing, and special projects.
Private companies face unique compliance challenges. CBIZ helps establish internal controls aligned with best practices to strengthen financial reporting, mitigate risks, and prepare for future regulatory requirements.
Inefficient controls can create compliance gaps and operational inefficiencies. CBIZ evaluates, refines, and enhances control structures to align with regulatory requirements and business objectives.
Preparing for an IPO requires a robust internal control environment. CBIZ helps companies establish SOX-compliant frameworks, ensuring readiness for the increased scrutiny of public markets.
Confidently meet SOX requirements with IT audit services aligned to your internal controls.
Identifying and correcting material weaknesses is critical for financial reporting integrity. CBIZ provides a structured approach to remediation, strengthening controls and preventing future deficiencies.
Outsourcing
CBIZ manages the entire SOX compliance process, from planning and execution to reporting. Our independent approach minimizes internal staff involvement while ensuring audit readiness.
Benefits:
- Dedicated SOX expertise
- Cost-effective compliance
- Scalable support for audit cycles
- Enhanced efficiency through proven methodologies
- Unbiased, independent audit perspective
Co-Sourcing
A hybrid approach where your organization retains control while leveraging CBIZ for specialized assistance. We work collaboratively to fill gaps and strengthen your compliance program.
Benefits:
- Access to experienced SOX professionals
- Flexibility to scale support as needed
- Cost-effective alternative to full outsourcing
- Strategic partnership to improve compliance efficiency
Staff Augmentation
Need additional SOX assistance? CBIZ provides skilled professionals to supplement your internal team for SOX compliance, control testing, and special projects.
Benefits:
- Reduce hiring and training costs
- Scale resources to meet project demands
- Accelerate compliance with experienced professionals
- Minimize administrative burden
Private Company Internal Controls Services
Private companies face unique compliance challenges. CBIZ helps establish internal controls aligned with best practices to strengthen financial reporting, mitigate risks, and prepare for future regulatory requirements.
Benefits:
- Tailored internal control frameworks
- Risk identification and mitigation
- Scalable compliance solutions
- Preparation for audits and financial reporting
Controls Optimization
Inefficient controls can create compliance gaps and operational inefficiencies. CBIZ evaluates, refines, and enhances control structures to align with regulatory requirements and business objectives.
Benefits:
- Improved control design and effectiveness
- Streamlined compliance processes
- Cost savings through efficiency improvements
- Reduced risk exposure
IPO Readiness
Preparing for an IPO requires a robust internal control environment. CBIZ helps companies establish SOX-compliant frameworks, ensuring readiness for the increased scrutiny of public markets.
Benefits:
- SOX readiness assessments
- Pre-IPO internal controls review
- Gap analysis and remediation planning
- Post-IPO compliance support
IT Audit Support
Confidently meet SOX requirements with IT audit services aligned to your internal controls.
Learn More
We support your SOX program with targeted IT audit services, including ITGC testing and remediation. Our team integrates seamlessly with your internal workflows and brings both audit and technical expertise to help you stay ahead of auditor expectations—without overloading your staff.
Material Weakness Remediation
Identifying and correcting material weaknesses is critical for financial reporting integrity. CBIZ provides a structured approach to remediation, strengthening controls and preventing future deficiencies.
Benefits:
- Root cause analysis of deficiencies
- Remediation plan development and execution
- Strengthened internal control environment
- Enhanced auditor confidence and regulatory compliance
Our Approach
CBIZ’s structured approach to SOX compliance.
SOX Compliance Optimization
SOX compliance can be daunting, especially with changing regulations and increased scrutiny. CBIZ helps clients optimize their SOX compliance strategy, enhance their internal controls framework, and reduce long-term compliance costs — all while aligning with their unique business objectives. Whether you’re seeking initial setup, ongoing management, or process improvement, our specialists are here to help aligns your program with industry-leading practices.
