Windes
Location: Long Beach, CA, US
Key Facts
- Pricing:
- Custom quote
- Timeline:
- 6–10 weeks
- Best For:
- SMB, Mid-Market
- Industries:
- SaaS, Technology, Financial Services, +3 more
- Readiness:
- Audit readiness / gap assessment offered
Windes is a SOC 2 audit firm based in Long Beach, CA serving smb and mid-market companies. They offers audit readiness assessments. Industry focus areas include SaaS, Technology, Financial Services, and others.
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.
Audit Types
Industries Served
Company Size Focus
Pricing
Custom quote
Typical Timeline
6–10 weeks
Trust Signals
- CPA firm
- Founded 1926
- US-based
- Accounting Today Top 100 Firm
- Southern California market leader
Who Windes May Be a Fit For
Based on the firm's listed attributes, Windes 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, Nonprofit, Real Estate looking for an auditor with sector-specific experience.
- Organizations at the SMB, Mid-Market 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 Windes
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 Windes and SOC 2 Audits
- Does Windes offer SOC 2 Type I and Type II audits?
- Windes 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 Windes have SOC 2 audit experience in?
- Windes serves clients in SaaS, Technology, Financial Services, Healthcare, Nonprofit, Real Estate. 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 Windes work with?
- Windes focuses on smb, mid-market organizations. An auditor matched to your company stage is more likely to scope the engagement correctly and offer pricing that fits your budget.
- Does Windes offer SOC 2 readiness assessments?
- Windes 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 Windes's pricing model for SOC 2 audits?
- Windes uses a custom 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 Windes?
- Windes'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 Windes located?
- Windes is headquartered in Long Beach, CA. 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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