We perform a quantitative and qualitative risk assessment to identify key financial processes and systems in-scope for SOX.

We develop process and control documentation through process flowcharts and/or narratives to highlight the key steps and controls relevant to SOX.

We collaborate across the organization to assess and document the design of internal controls over financial reporting (ICFR), balancing risk mitigation with operational efficiency.

We evaluate organizational structure and system roles, permissions, and entitlements for segregation of duties and appropriate access.

We equip teams with the knowledge and skills needed to comply with SOX, tailored to our clients’ unique risks, controls, and culture.