Schellman

Location: Tampa, FL, US

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Audit readiness support offered

Key Facts

Pricing:
Custom quote
Timeline:
6–10 weeks
Best For:
Mid-Market, Enterprise
Industries:
SaaS, Technology, Financial Services, +2 more
Readiness:
Audit readiness / gap assessment offered

Schellman is a SOC 2 audit firm based in Tampa, FL serving mid-market and enterprise companies. They offers audit readiness assessments. Industry focus areas include SaaS, Technology, Financial Services, and others.

Schellman is a leading compliance assessment firm focused exclusively on attestation and cybersecurity services, including SOC 2, ISO 27001, HITRUST, FedRAMP, and PCI DSS.

Audit Types

SOC 2 Type ISOC 2 Type II

Company Size Focus

Pricing

Custom quote

Typical Timeline

6–10 weeks

Trust Signals

  • CPA firm
  • Founded 2002
  • US-based

Who Schellman May Be a Fit For

Based on the firm's listed attributes, Schellman may be a good match for the following types of buyers. Always confirm fit directly with the firm before engaging.

  • Companies in SaaS, Technology, Financial Services, Healthcare, Government looking for an auditor with sector-specific experience.
  • Organizations at the Mid-Market, Enterprise stage that need an auditor sized appropriately for their environment.
  • Companies pursuing either a first-time Type I or a renewal 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.

CPA licensure and standing

Confirm the firm holds an active CPA license in good standing with its state board of accountancy. This is a legal requirement for issuing 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 Schellman

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 Schellman and SOC 2 Audits

Does Schellman offer SOC 2 Type I and Type II audits?
Schellman offers SOC 2 Type I and SOC 2 Type II audit services. They can handle first-time engagements (Type I) and recurring audits that cover operating effectiveness over a review period (Type II).
What industries does Schellman have SOC 2 audit experience in?
Schellman serves clients in SaaS, Technology, Financial Services, Healthcare, Government. Sector-specific experience helps an auditor identify the controls that matter for your industry, anticipate regulatory overlaps, and avoid unnecessary back-and-forth during scoping.
What size companies does Schellman work with?
Schellman focuses on mid-market, enterprise organizations. An auditor matched to your company stage is more likely to scope the engagement correctly and offer pricing that fits your budget.
Does Schellman offer SOC 2 readiness assessments?
Schellman 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 Schellman's pricing model for SOC 2 audits?
Schellman uses a fixed pricing model. Contact the firm directly for a quote tailored to your audit scope and company size.
How long does a SOC 2 audit take with Schellman?
Schellman'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 Schellman located?
Schellman is headquartered in Tampa, FL. SOC 2 audits are typically conducted remotely, so location is less important than industry experience and platform familiarity. That said, overlapping time zones can make scheduling easier.

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