SOC 2 + HIPAA Overlay Engagements: How They Work
HIPAA mapping in a SOC 2 engagement: evidence-file boundaries, bridge-letter cadence, and how auditors structure a combined SOC 2 + HIPAA report.
BPM is a national SOC 2 audit firm in Walnut Creek, CA, USA that charges $40K–$100K for Type II audits with 6–14 week timelines. Founded in 1986, they hold 1 accreditations and specialize in Technology, Financial Services, FinTech, and 4 more. Their pricing is in the mid-range compared to the national average of $38.8K–$99.2K.
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Estimated Type 1 and Type 2 ranges, placed against the broader national peer set. Numbers are directional; final pricing depends on scope, Trust Services Criteria, evidence quality, and observation period.
Note: Pricing shown is estimated based on typical engagements. Use our SOC 2 cost calculator for a personalized estimate.
of National firms charge more for Type II.
of National firms have longer minimum timelines.
listed certifications. Tier average: 2.
Side-by-side pricing, timeline, and certification counts for the 5 closest-priced peers in the national tier.
| BPM | CBIZ (formerly Marcum LLP) | RubinBrown | KLR (Kahn Litwin Renza) | Grassi | BDO UK | |
|---|---|---|---|---|---|---|
| Type II Cost | $40K–$100K | $40K–$100K | $40K–$100K | $40K–$100K | $40K–$100K | $40K–$100K |
| Type I Cost | $25K–$80K | $25K–$50K | $25K–$80K | $25K–$80K | $25K–$80K | $25K–$80K |
| Timeline | 6–14 wk | 4–9 wk | 6–14 wk | 6–14 wk | 6–14 wk | 6–14 wk |
| Team Size | 1200-1300 | 10000–11000 | 1000–5000 | 350–5000 | 600–5000 | 8000 |
| Certifications | 1 | 9 | 1 | 1 | 2 | 1 |
| Founded | 1986 | 1951 | 1952 | 1975 | 1980 | 1903 |
For buyers in Technology and Financial Services, BPM fits the national profile when timeline (6–14 weeks) and Type II pricing ($40K–$100K) align with what national firms typically deliver.
Multi-industry companies seeking integrated assurance, tax, and advisory services with emphasis on technology, financial services, and life sciences sectors.
71% Net Promoter Score (2x industry average) backed by 1,300+ professionals across 27+ states delivering assurance through proprietary BPM1 service model.
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7 industries. National average: 6.
1 certifications. National average: 2.
Standard CPA workpapers
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BPM SOC 2 Type I audits typically range from $25K to $80K. Type II audits range from $40K to $100K. This is in the mid-range for national firms — the national tier average is $38.788K–$99.242K. Final pricing depends on your organization's scope, number of trust service criteria, and system complexity.
A typical SOC 2 engagement with BPM takes 6 to 14 weeks from start to report delivery.
BPM has deep expertise in Technology, Financial Services, FinTech, Healthcare, Life Sciences, Nonprofit, Professional Services. They are best suited for Multi-industry companies seeking integrated assurance, tax, and advisory services with emphasis on technology, financial services, and life sciences sectors.
BPM holds 1 accreditations: AICPA.
BPM uses Standard CPA workpapers for their audit engagements. They integrate with Sprinto for evidence collection and compliance automation. Reports are delivered via PDF report delivery.
BPM is a national SOC 2 audit firm founded in 1986 with 40 years of experience. 71% Net Promoter Score (2x industry average) backed by 1,300+ professionals across 27+ states delivering assurance through proprietary BPM1 service model. They are best suited for organizations that need technology, financial services, fintech expertise.
BPM is headquartered in Walnut Creek, CA, USA. They serve clients across the United States and can conduct SOC 2 audits remotely.
Compared to the 33 national firms in our directory, BPM's Type II pricing ($40K–$100K) is in the mid-range (tier average: $38.788K–$99.242K). They hold 1 certifications vs. the tier average of 2. Their minimum timeline of 6 weeks is faster than the tier average.
BPM is best suited for Multi-industry companies seeking integrated assurance, tax, and advisory services with emphasis on technology, financial services, and life sciences sectors. Their key differentiator is: 71% Net Promoter Score (2x industry average) backed by 1,300+ professionals across 27+ states delivering assurance through proprietary BPM1 service model.
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. BPM replies with a price, a timeline, and why they'd be a fit. Anonymous until you pick.
Want to compare first? See 33 similar national firms or get 3 quotes.
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