Hartley CPAs & Advisors
Location: San Diego, CA, US
Key Facts
- Pricing:
- Custom quote
- Best For:
- Startup, SMB
- Industries:
- SaaS, Technology
Hartley CPAs & Advisors is based in San Diego, CA. They work with startups and SMBs. The firm offers SOC 2 Type I and SOC 2 Type II audit services, and primarily serves clients in SaaS and Technology.
Hartley CPAs & Advisors is a California-based CPA firm providing SOC 2 examinations and assurance services tailored for startups and growing SaaS companies.
Audit Types
Industries Served
Pricing
Custom quote
Trust Signals
- CPA firm
- US-based
Who Hartley CPAs & Advisors May Be a Fit For
Based on the firm's listed attributes, Hartley CPAs & Advisors may be a good match for the following types of buyers. Always confirm fit directly with the firm before engaging.
- Companies in SaaS, Technology looking for a auditor with sector-specific experience.
- Startup and SMB organizations that want a auditor with experience at their company size and budget.
- Companies pursuing an initial SOC 2 Type I report or a full Type II audit.
What to Evaluate Before Engaging This Firm
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
If the firm will issue your SOC 2 report, confirm it holds an active CPA license in good standing. Only licensed CPA firms can issue SOC 2 reports. If you are engaging a readiness partner, verify their relevant experience and references.
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 Hartley CPAs & Advisors
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 Hartley CPAs & Advisors and SOC 2 Audits
- What types of SOC 2 audits does Hartley CPAs & Advisors offer?
- Hartley CPAs & Advisors 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 Hartley CPAs & Advisors have SOC 2 audit experience in?
- Hartley CPAs & Advisors serves clients in SaaS and Technology. 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 Hartley CPAs & Advisors work with?
- Hartley CPAs & Advisors works with startup and SMB companies. Their experience with earlier-stage companies suggests familiarity with leaner control environments and tighter budgets. An auditor matched to your company stage is more likely to scope the engagement correctly and offer pricing that fits your budget.
- Where is Hartley CPAs & Advisors located?
- Hartley CPAs & Advisors is headquartered in San Diego, CA. SOC 2 audits are typically conducted remotely, so location is less important than industry experience and platform familiarity. Overlapping time zones can simplify scheduling and communication.
- How do I know if Hartley CPAs & Advisors is the right SOC 2 auditor for my company?
- 1. Compare Hartley CPAs & Advisors's industry experience, platform support, and pricing with two or three other firms. 2. Ask for references from companies similar to yours in size and sector. 3. Confirm CPA licensure and review a sample engagement letter. 4. Verify the proposed timeline fits your compliance deadline.
- What makes Hartley CPAs & Advisors different from other SOC 2 auditors?
- Hartley CPAs & Advisors specializes in SaaS and Technology companies, which is a narrower focus than many general-practice audit firms. This specialization typically results in more accurate scoping and faster fieldwork.
- Is Hartley CPAs & Advisors a good fit for a first-time SOC 2 audit?
- Hartley CPAs & Advisors works with Seed, SMB 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 Hartley CPAs & Advisors's pricing compare to other SOC 2 auditors?
- Hartley CPAs & Advisors'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.
Hartley CPAs & Advisors vs Other SOC 2 Auditors
This table shows how Hartley CPAs & Advisors stacks up against other SOC 2 auditors across pricing, audit timeline, industry specialization, and platform compatibility.
| Firm | Industries | Company Sizes | Platforms | Pricing | Timeline |
|---|---|---|---|---|---|
| Sensiba | SaaS, Technology, Financial Services | Seed, SMB, Mid-market | Drata, Vanta, Secureframe, Sprinto | Custom quote | Varies |
| Advantage Partners | SaaS, Technology | Seed, SMB | Vanta | Custom quote | 4–6 weeks (report delivery after observation period) |
| Lazarus Alliance | SaaS, Technology, Financial Services | Seed, SMB, Mid-market, Enterprise | Not listed | Custom quote | Varies |
| BARR Advisory | SaaS, Technology, Financial Services | Seed, SMB, Mid-market, Enterprise | Drata, Sprinto | Custom quote | Varies |
| Insight Assurance | SaaS, Technology, Financial Services | Seed, SMB, Mid-market, Enterprise | Not listed | Custom quote | Varies |
Best SOC 2 Auditor for SaaS
SaaS companies
Hartley CPAs & Advisors audits saas companies and is familiar with the compliance requirements and risk areas common in this sector.
Technology companies
Hartley CPAs & Advisors audits technology companies and is familiar with the compliance requirements and risk areas common in this sector.
Startup organizations
Experienced working with startup companies, with scoping and pricing appropriate for that company stage.
SMB organizations
Experienced working with smb companies, with scoping and pricing appropriate for that company stage.
How Much Does Hartley CPAs & Advisors Charge for a SOC 2 Audit?
SOC 2 audit pricing depends on engagement scope, audit type, and firm. Here is what we know about Hartley CPAs & Advisors's pricing and the factors that affect cost.
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 Hartley CPAs & Advisors
Sensiba
San Ramon, CA
Sensiba (formerly Sensiba San Filippo) is a Top 75 U.S. CPA firm offering SOC 2, ISO 27001, and other compliance audits. Sensiba acquired Australia-based AssuranceLab in 2025, expanding its global GRC capabilities with 90+ experts and 2,000+ successful audits.
Advantage Partners
San Francisco, CA
Advantage Partners provides efficient SOC 2 attestations to small and startup technology companies as a certified Vanta partner, led by former Deloitte consultants.
Lazarus Alliance
Scottsdale, AZ
Lazarus Alliance is a licensed CPA firm and cybersecurity audit specialist providing SOC 1, SOC 2, and SOC 3 examinations, along with FedRAMP, CMMC, and HIPAA compliance services.
BARR Advisory
Kansas City, KS
BARR Advisory is a cloud-based cybersecurity and compliance firm specializing in SOC 2, ISO 27001, and FedRAMP for fast-growing SaaS and cloud-based organizations, with a net promoter score of 89.
Insight Assurance
Tampa, FL
Insight Assurance is a Tampa-based audit and cybersecurity firm founded by former Big Four professionals, offering SOC 2, ISO 27001, HITRUST, and other compliance audits with a 97% client retention rate.
Zero Day CPA
Detroit, MI
Zero Day CPA is a Michigan-based boutique accounting firm specializing in SOC 1, SOC 2, SOC 3, and HIPAA audits for B2B SaaS and service organizations, known for direct communication and flexibility.
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