SOC 2 for Fintech Companies: Controls and Audit Guide
SOC 2 for fintech: which TSC apply, what auditors focus on for payment data, and how a clean report unlocks enterprise deals.
By Peter Korpak · Reviewed against our methodology · Last updated
BARR Advisory is a specialist SOC 2 audit firm in Kansas City, MO, USA that charges $25K–$50K for Type II audits with 4–9 month timelines. Founded in 2014, they hold 11 accreditations and specialize in B2B SaaS, Cloud Infrastructure (AWS, Azure, GCP), FinTech, and 2 more. Their pricing is in the mid-range compared to the specialist average of $18.491K–$52.655K.
Free. Anonymous until you pick.
Note: Pricing shown is estimated based on typical engagements. Use our SOC 2 cost calculator for a personalized estimate.
of Specialist firms charge more for Type II
of Specialist firms have longer minimum timelines
certifications (tier avg: 4)
Side-by-side pricing, timeline, and certification counts for the 5 closest-priced peers in the specialist tier.
| BARR Advisory | Control Logics | Dantia | Oread Risk & Advisory | Sage Audits | A-LIGN | |
|---|---|---|---|---|---|---|
| Type II Cost | $25K–$50K | $25K–$55K | $25K–$55K | $20K–$50K | $20K–$50K | $15K–$50K |
| Type I Cost | $15K–$28K | $15K–$30K | $15K–$32K | $12K–$28K | $15K–$40K | $10K–$20K |
| Timeline | 4–9 mo | 3–7 mo | 4–10 mo | 3–8 mo | 4–14 mo | 3–12 mo |
| Team Size | 45-65+ | 20–40 | 60–90 | 5–15 | 2–10 | 700–750 |
| Certifications | 11 | 3 | 4 | 2 | 3 | 10 |
| Founded | 2014 | 2008 | 2013 | 2015 | 2024 | 2009 |
For buyers in B2B SaaS and Cloud Infrastructure (AWS, Azure, GCP), BARR Advisory fits the specialist profile when timeline (4–9 months) and Type II pricing ($25K–$50K) align with what specialist firms typically deliver. Their 11 active accreditations — including ANAB ISO 27001:2022 (via BARR Certifications), ISO 27001 / 27017 / 27018 / 27701, ISO 42001 (AI Management Systems) — extend that fit beyond pure SOC 2 into adjacent compliance frameworks.
Cloud-native SaaS, IaaS, and PaaS companies (high-growth startups through Fortune 1000 enterprises) needing multi-framework attestation (SOC 2 + ISO 27001 + HITRUST + PCI DSS) in a single coordinated engagement. Healthcare technology pursuing HITRUST. Y Combinator-style SaaS startups already running Vanta who want a Vanta MSP partner that can attest. Companies that want boutique-feel partner attention with global-consulting-firm methodology.
One of a handful of US firms eligible to audit against the four highest-regarded frameworks under one roof: ISO 27001, SOC 2, HITRUST, and PCI DSS. Branded 'Coordinated Audit' approach maps evidence once across multiple frameworks. 'No surprises' promise published on the readiness-assessment page: clear scoping, no last-minute findings. Cloud-native methodology built specifically for AWS/Azure/GCP. Big 4 alumni team operating remote-first since founding (2014). Vanta Managed Service Provider; uses taskBARR audit-management platform plus Audora partnership for 30% efficiency gains. Cameron Kline elevated to VP, Attest Practice Leader (January 2026). Multiple Best Companies to Work For awards (Ingram's 2024; KCBJ Fastest-Growing Tech 2025).
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BARR Advisory is a Kansas City-based compliance and cybersecurity firm founded in 2014 by Brad Thies, a CPA, CISA, and CCSP with roots in Big 4 consulting. The firm operates remote-first, with a team of approximately 45 to 65 professionals serving 600+ cloud service organizations across 20+ countries and six continents.
BARR occupies a specific and defensible position in the market: one of a handful of US firms eligible to audit against all four of the highest-regarded security frameworks under one roof. SOC 2, ISO 27001, HITRUST, and PCI DSS. For growing technology companies that eventually need more than a single SOC 2, that continuity matters. You don’t restart the relationship with a new firm.
The firm rebranded in 2017 after passing its first peer review with the highest available rating, and has since grown steadily. Sister entity BARR Certifications handles ISO certification body functions as a separate legal entity, preserving the independence that accreditation requires. The firm’s promise on readiness: clear communication, an approachable team, and no surprises.
The flagship differentiator BARR leads with is their Coordinated Audit methodology. The idea is straightforward: when a company needs SOC 2 and ISO 27001 and HITRUST, running three separate engagements with three separate evidence-collection exercises is wasteful. BARR structures one engagement that maps controls across all required frameworks simultaneously, eliminating duplicate requests and reducing total time for clients pursuing multiple certifications.
In practice, this means a company that needs SOC 2 + HITRUST r2 doesn’t hand the same evidence to two different teams in two different formats on two different timelines. It is collected once, mapped to both frameworks, and the audit is coordinated across both. Clients like ThreeFlow specifically selected BARR for this reason: knowing one firm could take them from SOC 2 through HITRUST without a handoff.
This is not a common capability. The accreditation depth required to offer all four frameworks legitimately is a significant barrier. Most specialist firms hold one or two; BARR holds all four.
BARR covers an unusually wide range of frameworks for a firm of its size:
SOC Reporting: SOC 1, SOC 2 (Type I and Type II), SOC 3, SOC for Cybersecurity
ISO Certifications (ANAB accredited via BARR Certifications): ISO 27001, 27017, 27018, 27701, 42001 (AI management systems), 9001, and 22301
Healthcare and Privacy: HITRUST CSF (e1, i1, and r2 levels), HIPAA / HITECH
Financial Services: PCI DSS (QSA firm with named QSAs)
Government and Defense: FedRAMP readiness (3PAO accreditation in pursuit), CMMC (C3PAO accreditation in pursuit), GovRAMP, DFARS, NIST 800-53, NIST 800-171, NIST CSF
Cloud Security: CSA STAR, penetration testing via Psicurity partnership
Advisory: vCISO services and security program consulting through a separate cybersecurity consulting practice
BARR’s accreditation stack is the hard-to-replicate part of its positioning. Licensed CPA firm under AICPA. ANAB accredited for ISO/IEC 27001 via BARR Certifications, re-accredited in May 2023 for the 2022 version of the standard. HITRUST Authorized External Assessor with multiple CCSFP-credentialed staff. CSA STAR auditor. PCI QSA firm. Angela Redmond, Partner and Director of Attest Services, received Consulting Magazine’s Excellence in Leadership Award in 2024.
FedRAMP 3PAO and CMMC C3PAO accreditations are both in active pursuit. Until those land, BARR handles FedRAMP readiness consulting in partnership with 360 Advanced for the formal assessment piece.
BARR maintains a clean operational separation between its attest practice and its cybersecurity consulting practice. This matters for HITRUST and other frameworks with strict independence requirements: the team that performs your remediation work cannot be the team that signs your audit. BARR enforces this structurally rather than just procedurally.
In practice: if you engage BARR for a readiness assessment and gap remediation, a separate attest team handles the actual audit and report. The handoff is internal and coordinated, but the independence is real. Clients who want both readiness support and a certified audit get a seamless experience without compromising the independence that makes the report credible.
BARR has built out a proprietary tooling layer alongside partnerships with the major GRC platforms:
taskBARR is BARR’s internal audit management platform, referenced in client case studies as the primary coordination layer during engagements.
Compliance Compass, launched in August 2025, is a branded methodology and GRC enablement resource for clients and internal teams.
Audora is a strategic compliance-automation partnership that BARR reports generates a 30% efficiency gain per audit, which translates to less client burden during evidence collection.
Vanta MSP Partner: BARR is an official Vanta Managed Service Provider, meaning clients already using Vanta can run their compliance program natively alongside the BARR audit without context switching or re-importing evidence.
anecdotes is integrated for evidence collection (featured in the Codat case study). Drata and Secureframe are also supported.
Psicurity is BARR’s exclusive partner for penetration testing and vulnerability assessments.
Brad Thies (Founder, CEO, and Managing Partner) holds CPA, CISA, and CCSP credentials and has led the firm since its founding in March 2014. His background is in Big 4 and major consulting firm work before going independent.
Noelle McMullen joined as COO and Integrator in January 2025, bringing prior experience at KPMG, Gartner, and as COO at MarkLogic. She is an expert practitioner of the Entrepreneurial Operating System (EOS).
Cameron Kline was elevated to VP and Attest Practice Leader in January 2026. He joined BARR in September 2020 from a Big 4 firm and served three years as Director of Attest Services before the promotion.
Aaron Hamlin joined as Practice Leader for Cybersecurity Consulting in November 2024, bringing federal and government compliance expertise including FedRAMP, FISMA, CMMC, and NIST 800-171.
Angela Redmond (Partner, Director of Attest Services), Dariek Howard (Director, Core SOC), Adam Jones (Vice President), and Jonnae Hill (VP, People and Culture) round out the senior team.
BARR does not publish pricing. The positioning is premium, justified by the coordinated audit capability and the accreditation depth required to deliver it.
Typical engagement length runs 4 to 9 months depending on scope and readiness. The OnRamp case study shows a SOC 2 completed end-to-end in three months. The Dagger engagement, using Vanta alongside BARR, ran approximately 50% faster than Dagger’s prior audit experience.
BARR’s engagement structure follows a phased sequence: Readiness Assessment, Remediation (handled by the consulting practice), Audit (handled by the attest practice), Report, and then ongoing continuous monitoring support.
The Readiness Assessment deliverables include a System Scope definition, a prioritized gap list, and a Key Controls inventory. The explicit design goal is “no surprises” at audit: clients know exactly what needs to be in place before the audit period opens.
Separation of duties between the consulting and attest teams is maintained throughout. The team advising you on remediation is not the team signing your report.
Client feedback across published case studies is consistent on a few themes: BARR is approachable, they communicate proactively, and they function more like a security partner than a transactional auditor.
From C2FO: “They are a partner who genuinely cares about delivering the best possible results.” Brian Abent, CTO at Ceros: “BARR consistently finds a way and fits into our company culture. I know they have other clients, but it never feels like that to me.”
The multi-framework continuity benefit shows up directly in client decisions. ThreeFlow’s Shaheeb Roshan: “When we were selecting our auditor for the SOC audit, it was really important that we knew that the same auditor could support us to transition into HITRUST.” His follow-on observation: “Leading with the HITRUST certification allows us to skip ahead the gatekeeping conversations directly into how we can actually deliver value to our insurance carrier partners.”
For companies using compliance platforms, the Vanta MSP partnership has tangible outcomes. Dagger’s Sam: “BARR has brought deep security program expertise and helped us strategize, especially regarding what auditors will look for. I’m sure our engagement with BARR eliminated a bunch of unnecessary back and forths with our auditor.” OnRamp’s Lerner: “We’ve closed business deals that would have otherwise been lost if we didn’t have our SOC 2 report from BARR’s auditing experience.”
RFP360 reported a 90% drop in security requests following certification. Kinsta’s Nathan Bliss: “Our SOC 2 report and ISO certifications have become key differentiators in the market.”
Best fit for:
Not ideal for:
January 2026: Cameron Kline promoted to VP, Attest Practice Leader.
August 2025: BARR launched Compliance Compass, a branded GRC methodology and team-enablement resource.
January 2025: Noelle McMullen named COO and Integrator.
November 2024: Aaron Hamlin hired to lead the Cybersecurity Consulting Practice, with a focus on federal frameworks.
2024: Named to Ingram’s Best Companies to Work For and recognized as a Fastest-Growing Technology Company by the Kansas City Business Journal.
BARR Advisory’s core value proposition is its accreditation stack and what that stack enables: a single firm, one ongoing relationship, covering SOC 2, ISO 27001, HITRUST, and PCI DSS through a coordinated engagement that eliminates the redundant evidence collection and schedule coordination that multi-framework compliance otherwise demands. For companies that need only one framework today but can see additional requirements on the horizon, that continuity compounds in value over time.
The firm is built for mid-market and growth-stage cloud companies that take security seriously, have regulated customers who demand audit credibility, and don’t want to shop for a new auditor every time they add a framework. The Big 4 alumni team, the two-practice independence model, and the “no surprises” readiness philosophy are what make the premium positioning defensible.
"When we were selecting our auditor for the SOC audit, it was really important that we knew that the same auditor could support us to transition into HITRUST."
"BARR has brought deep security program expertise and helped us strategize, especially regarding what auditors will look for. I'm sure our engagement with BARR eliminated a bunch of unnecessary back and forths with our auditor."
"We've closed business deals that would have otherwise been lost if we didn't have our SOC 2 report from BARR's auditing experience."
"Through our search for an auditor, BARR stood out among other firms as genuinely friendly and easy to work with."
"Achieving compliance has significantly boosted customer trust and satisfaction at Kinsta. Our SOC 2 report and ISO certifications have become key differentiators in the market."
5 industries — Specialist average: 5
11 certifications — Specialist average: 4
BARR Portal + taskBARR + Compliance Compass + Audora partnership
BARR Advisory SOC 2 Type I audits typically range from $15K to $28K. Type II audits range from $25K to $50K. This is in the mid-range for specialist firms — the specialist tier average is $18.491K–$52.655K. Final pricing depends on your organization's scope, number of trust service criteria, and system complexity.
A buyer-side checklist. Bring these to your first call — the answers separate firms that have run hundreds of SOC 2 engagements from firms that are bidding on them.
Tell us your scope. BARR Advisory replies with a price, a timeline, and why they'd be a fit. Anonymous until you pick.
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