Citrin Cooperman
SOC 2 Auditor (CPA Firm)
Location: New York, NY, US
Key Facts
- Pricing:
- Custom quote
- Timeline:
- 6-10 weeks
- Best For:
- SMB, Mid-Market, Enterprise
- Industries:
- SaaS, Technology, Financial Services, +3 more
- Readiness:
- Audit readiness / gap assessment offered
Citrin Cooperman is based in New York, NY. They work with SMBs, mid-market companies, and enterprises. They offer audit readiness assessments and primarily serve clients in SaaS, Technology, and Financial Services.
Citrin Cooperman is the 19th largest US CPA firm, with licensed attest services through Citrin Cooperman & Company, LLP. They operate a dedicated IT Audit Services practice. In 2025, Blackstone acquired a majority stake, valuing the firm at $2 billion, enabling continued investment in technology and talent.
Audit Types
Industries Served
Company Size Focus
Pricing
Custom quote
Typical Timeline
6-10 weeks
Trust Signals
- CPA firm
- Top 20 US firm
- US-based
- Licensed attest entity
- Dedicated IT Audit Services practice
Who Citrin Cooperman May Be a Fit For
Based on Citrin Cooperman's experience and focus areas, these buyer profiles are likely a strong fit. Confirm details directly with the firm before making a decision.
- Companies in SaaS, Technology, Financial Services, Healthcare, Real Estate, Private Equity looking for a auditor with sector-specific experience.
- SMB, Mid-Market, and Enterprise organizations that want a auditor experienced with companies at their stage and budget level.
- Companies pursuing an initial SOC 2 Type I report or a full Type II audit.
What to Evaluate Before Engaging This Auditor
Before signing an engagement letter with any SOC 2 auditor, take time to verify the following. These factors apply broadly but are worth confirming for each firm on your shortlist.
Credentials and Standing
Confirm the firm holds an active CPA license in good standing. Only licensed CPA firms can issue SOC 2 reports.
Scope and Deliverables
Clarify what the engagement includes: readiness assessment, gap remediation support, the audit itself, and the final report. Understand what falls outside the scope.
Timeline and Availability
Ask for a written timeline from kickoff through report delivery. Understand the observation period requirements and how auditor capacity could affect scheduling.
Pricing Transparency
Ask whether fees are fixed or billed hourly, what triggers additional charges, and whether the quote includes all phases of the engagement.
Read more: How to choose a SOC 2 auditor · SOC 2 audit cost guide
Questions to Ask Citrin Cooperman
Use these practical questions during an introductory call to evaluate fit, scope, and working style.
- How many SOC 2 audits does your team complete per year?
- What is your experience auditing companies in SaaS?
- Is pricing fixed-fee or time-and-materials?
- What is the expected timeline from kickoff to report delivery?
- Do you offer readiness assessments or gap analyses?
- Who will be my day-to-day point of contact?
- Can you share a sample engagement letter or report?
See all recommended questions: Questions to ask your SOC 2 auditor →
About Citrin Cooperman and SOC 2 Audits
- What types of SOC 2 audits does Citrin Cooperman offer?
- Citrin Cooperman offers SOC 2 Type I and SOC 2 Type II audit services. The firm can handle first-time engagements (Type I) and audits that test whether controls operated effectively over a defined period (Type II).
- What industries does Citrin Cooperman have SOC 2 experience in?
- Citrin Cooperman serves clients in SaaS, Technology, Financial Services, Healthcare, Real Estate, and Private Equity. Sector-specific experience helps an auditor identify the controls relevant to your industry and anticipate regulatory overlaps, such as HIPAA or PCI DSS, during scoping.
- What size companies does Citrin Cooperman work with?
- Citrin Cooperman works with SMB, mid-market, and enterprise companies. An auditor matched to your company stage is more likely to scope the engagement correctly and offer pricing that fits your budget.
- Does Citrin Cooperman offer SOC 2 readiness assessments?
- Citrin Cooperman offers audit readiness support. A readiness assessment flags control gaps before the formal audit, so you can fix issues on your own timeline rather than scrambling during fieldwork.
- What is Citrin Cooperman's pricing model?
- Citrin Cooperman uses a unknown pricing model. Contact the firm directly for a quote tailored to your scope and company size.
- How long does a SOC 2 audit take with Citrin Cooperman?
- Citrin Cooperman's typical timeline is 6-10 weeks. Actual duration depends on audit type, company readiness, and the observation period for Type II engagements. Before signing, ask for a written timeline with milestones for readiness, observation, fieldwork, and report delivery.
- Where is Citrin Cooperman located?
- Citrin Cooperman is headquartered in New York, NY. SOC 2 engagements are typically conducted remotely, so industry experience and platform familiarity matter more than physical location, though overlapping time zones can make coordination easier.
- How do I know if Citrin Cooperman is the right SOC 2 auditor for my company?
- Start by comparing Citrin Cooperman's industry experience, platform support, and pricing against at least three other firms. Ask each firm for references from companies similar to yours in size and sector. For any auditor, confirm active CPA licensure and request a sample engagement letter. Finally, verify that their proposed timeline aligns with your compliance deadline.
- What makes Citrin Cooperman different from other SOC 2 auditors?
- Citrin Cooperman specializes in SaaS and Technology companies, giving them a narrower focus than most general-practice audit firms. That specialization typically translates to more accurate scoping and faster fieldwork.
- Is Citrin Cooperman a good fit for a first-time SOC 2 audit?
- Citrin Cooperman works with SMB, Mid-market, Enterprise companies. For first-time audits, ask whether the firm offers a readiness assessment, what the typical Type I timeline looks like, and whether they can guide you through control design before formal testing begins.
- How does Citrin Cooperman's pricing compare to other SOC 2 auditors?
- Citrin Cooperman's listed pricing is Custom quote. SOC 2 audit costs vary based on audit type, scope, company size, and whether readiness work is included. Request line-item proposals from multiple firms to make an informed comparison.
Citrin Cooperman vs Other SOC 2 Auditors
This table shows how Citrin Cooperman stacks up against other SOC 2 auditors across pricing, audit timeline, industry specialization, and platform compatibility.
| Firm | Industries | Company Sizes | Platforms | Pricing | Timeline |
|---|---|---|---|---|---|
| Marcum | SaaS, Technology, Financial Services | SMB, Mid-market, Enterprise | Drata | Custom quote | 6-10 weeks |
| RubinBrown | SaaS, Technology, Financial Services | SMB, Mid-market, Enterprise | Not listed | Custom quote | 6-10 weeks |
| CohnReznick | SaaS, Technology, Financial Services | Mid-market, Enterprise | Not listed | Custom quote | 8-12 weeks |
| RS Assurance & Advisory | SaaS, Technology, Financial Services | SMB, Mid-market, Enterprise | Not listed | Custom quote | 8-12 weeks |
| Windes | SaaS, Technology, Financial Services | SMB, Mid-market | Not listed | Custom quote | 6-10 weeks |
Best SOC 2 Auditor for SaaS
SaaS companies
Citrin Cooperman audits saas companies and is familiar with the compliance requirements and risk areas common in this sector.
Technology companies
Citrin Cooperman audits technology companies and is familiar with the compliance requirements and risk areas common in this sector.
Financial Services companies
Citrin Cooperman audits financial services companies and is familiar with the compliance requirements and risk areas common in this sector.
SMB organizations
Experienced working with smb companies, with scoping and pricing appropriate for that company stage.
Mid-Market organizations
Experienced working with mid-market companies, with scoping and pricing appropriate for that company stage.
How Much Does Citrin Cooperman Charge for a SOC 2 Audit?
SOC 2 audit pricing depends on engagement scope, audit type, and firm. Here is what we know about Citrin Cooperman's pricing and the factors that affect cost.
- Pricing model
- unknown
- Readiness assessment
- Available
Factors that affect SOC 2 audit cost
Audit type
Type I audits (point-in-time) are generally less expensive than Type II audits (operating effectiveness over 3 to 12 months).
Company size and complexity
Larger companies with more systems, employees, and data flows require broader audit scope and more evidence collection.
Industry and regulatory overlaps
Industries with additional frameworks (HIPAA, PCI DSS, FedRAMP) often require expanded scoping and cross-mapping.
Readiness assessment
Some firms bundle a readiness gap analysis; others charge separately. A readiness phase can reduce surprises during fieldwork.
Compliance platform usage
Using platforms like Drata, Vanta, or Secureframe can reduce evidence collection time, which may lower auditor fees.
Timeline urgency
Fast-track or expedited audits often carry premium pricing due to scheduling and resource allocation constraints.
For a detailed breakdown: How much does a SOC 2 audit cost?
SOC 2 Auditors Similar to Citrin Cooperman
Marcum
New York, NY
Marcum LLP is a top-15 national CPA and advisory firm serving private and public companies. Their Risk Advisory practice specializes in SOC reporting, PCI DSS, HIPAA/HITRUST, FISMA, NIST, and ISO 27001, with staff holding CISA, CISSP, QSA, GPEN, and GWAPT certifications.
RubinBrown
St. Louis, MO
RubinBrown LLP is a Top 35 national CPA firm and INSIDE Public Accounting Top 500 firm (#33). Their Information Technology Risk Services practice provides SOC 1, SOC 2, and SOC for Cybersecurity examinations with an 'audit once, report many' approach. They also offer an AI Health Check based on NIST AI RMF.
CohnReznick
New York, NY
CohnReznick LLP is a top-20 national CPA firm with 5,000+ global employees and $1.12B in FY25 revenue. Their attest entity is PCAOB-registered and inspected. They offer SOC 1, SOC 2, and SOC 3 audits with professionals holding Advanced SOC for Service Organization Certification and Big Four firm backgrounds.
RS Assurance & Advisory
New York, NY
RS Assurance & Advisory is a licensed CPA firm providing SOC 1, SOC 2, and SOC 3 attestation services. Their team includes former Big Four auditors who bring deep expertise in IT compliance and risk management to organizations of all sizes.
Windes
Long Beach, CA
Windes is a Southern California CPA firm founded in 1926 with 30 partners and 250+ professionals across Long Beach, Orange County, and Los Angeles offices. Recognized as an Accounting Today Top 100 Firm, they offer audit, assurance, cybersecurity risk management, and technology advisory services to technology companies and nonprofits.
A-LIGN
Tampa, FL
A-LIGN is a technology-enabled cybersecurity compliance firm and the number one global issuer of SOC 2 reports, having completed over 16,000 audits since its founding in 2009.
Compare Alternatives to Citrin Cooperman
Evaluating multiple SOC 2 auditors helps you compare pricing, timelines, and industry expertise. These firms serve a similar market.
Browse by Category
SOC 2 Guides for Auditor Selection
- SOC 2 for AI Companies
SOC 2 compliance for AI and machine learning companies. Covers Trust Services Criteria, AI-specific controls, model governance, and audit preparation.
- SOC 2 Readiness Checklist
Prepare for your SOC 2 audit with this readiness checklist covering security policies, access controls, logging, vendor management, and incident response.
- Best SOC 2 Auditors for Startups
Find the best SOC 2 auditors for startups. Practical advice on choosing an auditor that fits your stage, budget, and compliance platform.
- How to Choose a SOC 2 Auditor
How to choose a SOC 2 auditor. Evaluate credentials, industry experience, platform compatibility, pricing structure, and engagement timelines.
- SOC 2 Type I vs Type II: Cost & Timeline
Understand the differences between SOC 2 Type I and Type II reports, including cost, timeline, and which report type is right for your company.
Get cited where buyers research
Premium firms receive priority placement across the directory and enhanced visibility in search and AI answer engines. Top Visibility includes a co-authored spotlight article and editorial distribution.
Is this your firm?
If you work at Citrin Cooperman, claim this profile to verify your listing, update your details, and reach more prospective clients.