Agreed Upon Procedures

If you have reporting needs that don’t require an audit of financial statements, consider an agreed-upon procedure engagement. For issues in which general procedures and methodology cannot be administered with the hopes of providing an opinion, an agreed-upon procedures engagement can be used to provide clients clarity in the form of findings

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Disaster Recovery

Disaster Recovery is the process, policies and procedures related to preparing for recovery or continuation of technology infrastructure critical to an organization after a natural or man-made disaster.

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Enterprise Risk Management

I.S. Partners uses a logical, experience-based approach to implementing ERM. To provide a new level clarity, our process uses tangible action items and tasks designed to remove amiguity from risk management

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Financial Reporting

We provide a wealth of business advisory services to all types of insurance entities, including health, life, fraternal, and property and casualty. As insurance company compliance leaders face challenges in responding to intense and changing government regulation, stakeholders seek to identify a resource to assist in creating efficient and cost-effective solutions to timely respond to these priorities

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GLBA Compliance

The Gramm-Leach-Bliley Act (GLBA) requires financial institutions to explain their information-sharing practices to their customers and to safeguard sensitive data by developing a written security plan under the Safeguards Rule. I.S. Partners, LLC, takes the anxiety out of the audit by evaluating current policies and procedures, and by performing a readiness assessment to see if your organization has met the standards of the GLBA.

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Internal Audit Outsourcing

Internal Audit Outsourcing allows your organization to employ a temporary staff of audit experts to perform objective analysis and tests, and issue reports. Internal Audit Co-sourcing allows your organization to leverage I.S. Partners, LLC’s knowledgeable staff with your existing in-house audit employees.

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Internal Audit

Internal auditing is an independent, objective, assurance and consulting activity designed to add value and improve an organization’s operations. It helps an organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes

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