Pease Bell, CPAs
Cleveland-based regional CPA firm offering audit and assurance, tax advisory and client accounting, with niches in skilled nursing, multifamily housing and mortgage banking.
By service
Accounting firms for SOC examinations (soc 1 and soc 2)
A SOC report is a CPA firm's examination of the controls at a service organization, under AICPA attestation standards. SOC 1 covers controls that affect your customers' financial reporting (a payroll processor, a loan servicer). SOC 2 covers controls over security and, if you choose, availability, processing integrity, confidentiality and privacy (a SaaS product, a data center). A Type 1 report looks at control design on one date; a Type 2 report tests whether the controls worked over a period, usually six to twelve months.
Who needs it
Companies that host, process or handle customer data or transactions, most often when a customer's security or vendor-risk review asks for a SOC report before signing.
What to ask a firm
- Will the report be signed by a licensed CPA firm? Only CPA firms can issue SOC reports.
- Do you recommend Type 1 or Type 2 for us, and over what review period?
- Which trust services criteria do you suggest we include, and why?
- Do you also provide readiness assessments, and how do you keep that work independent from the examination?
13 firms that list soc 1 / soc 2
| Firm | Size type | Headquarters | Audit | SOC 1 / SOC 2 | Tax | Client accounting | Industry niches listed |
|---|---|---|---|---|---|---|---|
| Pease Bell, CPAs | Regional | Cleveland, OH | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate |
| EY | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Health care, Banks and financial services, Government and public sector |
| KPMG | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Health care, Banks and financial services, Government and public sector |
| PwC | Big Four | New York, NY | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services |
| Baker Tilly | National | Chicago, IL | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| BDO USA | National | Chicago, IL | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Cherry Bekaert | National | Raleigh, NC | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| CLA (CliftonLarsonAllen) | National | Virtual headquarters | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Crowe | National | Chicago, IL | Yes | Yes | Yes | Not listed | Technology and software, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Eide Bailly | National | Minneapolis, MN | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Forvis Mazars | National | Offices nationwide | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
| Grant Thornton | National | Chicago, IL | Yes | Yes | Yes | Yes | Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services |
| Wipfli | National | Milwaukee, WI | Yes | Yes | Yes | Yes | Skilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector |
EY
Big Four firm offering assurance, SOC reporting through its technology risk practice, and tax services, with industry practices including financial services, government, health and technology.
KPMG
Big Four firm offering audit, technology assurance including SOC reports, and tax services, with industry practices including financial services, government, health care, industrial manufacturing and technology.
PwC
Big Four firm offering audit, SOC reporting and tax services, with industry practices including financial services, health services, industrial manufacturing, real estate and technology.
Baker Tilly
National firm offering audit, SOC reporting, tax and outsourced accounting, with industry practices including senior living, real estate and affordable housing, mortgage lenders, government and nonprofits.
BDO USA
National firm offering audit, third-party attestation including SOC reports, tax and outsourced accounting, with industry practices including real estate (residential and multifamily), long-term care, specialty finance and nonprofits.
Cherry Bekaert
National firm offering assurance including SOC reports, tax and outsourced accounting, with industry practices including health care (nursing homes and continuing care retirement communities), technology, government and nonprofits.
CLA (CliftonLarsonAllen)
National firm with a virtual headquarters, offering audit, SOC examinations, tax, and client accounting and advisory, with industry practices including senior living and care, affordable housing, mortgage companies, nonprofits and government.
Crowe
National firm offering audit, SOC reporting and tax services, with industry practices including financial services, health care, public sector, manufacturing, and real estate and construction.
Eide Bailly
National firm offering audit, SOC examinations, tax and outsourced accounting, with industry practices including affordable housing, senior living, technology and SaaS, government and nonprofits.
Forvis Mazars
National firm offering assurance including SOC reports, tax and outsourced accounting, with industry practices including senior living and long-term care, multifamily housing, public sector and nonprofits.
Grant Thornton
National firm offering audit, SOC and other enterprise assurance, tax, and finance and accounting outsourcing, with industry practices including financial services, health care, manufacturing, nonprofits and technology.
Wipfli
National firm offering audit, SOC examinations through its risk advisory practice, tax and outsourced accounting, with industry practices including senior living, financial institutions, construction and nonprofits.