01
Start with scope
Define the systems, services, entities, criteria and reporting objectives before the engagement begins.
About CPA Attest Inc.
Assurance built on independence.
CPA Attest Inc. is an independent CPA attestation firm based in New York, serving organizations worldwide across SOC 1, SOC 2, HIPAA, GDPR, GAPP and federal compliance engagements.
01 / Who we are
A clear path from controls to confidence.
Trust is difficult to communicate when security, privacy and compliance requirements become complex. Our role is to bring independent CPA assurance to that process—helping organizations move from defined controls and evidence to an attestation that stakeholders can understand.
We work across established assurance and compliance frameworks, with a practical focus on scope, control environments, evidence and clear reporting.
Independent assuranceAttestation engagements centered on objective evaluation and defensible reporting.
New York basedHeadquartered in New York and serving organizations worldwide.
Multi-framework expertiseSOC, privacy, healthcare and federal compliance engagements under one assurance partner.
02 / Our approach
Rigorous where it matters. Clear everywhere.
02
Understand the controls
Review the control environment and evidence against the requirements relevant to the engagement.
03
Deliver defensible assurance
Translate the work into clear attestation reporting designed to support stakeholder confidence.
03 / Areas of assurance
One assurance partner across critical frameworks.
SOC 1Type 1 & Type 2
SOC 2Type 1 & Type 2
HIPAAHealthcare & privacy assurance
GDPRPrivacy & data protection
GAPPPrivacy principles
Federal ComplianceFederal contract requirements
05 / Why firms choose us
Why Firms Choose Us
01
Licensed CPA Attestation
Every engagement is led and signed by a licensed CPA firm — reports your stakeholders can rely on.
02
Fixed, Transparent Pricing
Know your investment before the engagement begins. No hidden fees, no surprise change orders.
03
Global Engagements, NY Standards
Based in New York, serving clients across every time zone without compromising on rigor.
04
Fast-Track Turnaround
Engagements begin delivering results in as little as three working days from kickoff.
05
Cross-Framework Expertise
SOC 1, SOC 2, HIPAA, GDPR, GAPP, and Federal Compliance readiness — under one roof.
06
Dedicated Engagement Partner
One point of contact from kickoff through final report — no getting passed between teams.
06 / Assurance services
Assurance, built to stand up to scrutiny.
Independent CPA attestation engagements across the frameworks modern enterprises rely on to earn trust, close deals, and satisfy stakeholders.
SOC 2 Type I & II
Independent attestation for security, availability, processing integrity, confidentiality, and privacy controls — designed for organizations selling trust to enterprise customers.
SOC 1 Type I & II
Independent attestation for internal controls over financial reporting (ICFR) — designed for organizations handling transactions, payroll, or financial data that impacts client books.
HIPAA
Independent attestation and compliance validation for administrative, physical, and technical safeguards — designed for organizations handling Protected Health Information (PHI) in the healthcare ecosystem.
GDPR
Independent compliance validation for data protection by design and default, emphasizing data subject rights and lawful processing — designed for organizations handling EU citizens' personal data.
GAPP
Generally Accepted Privacy Principles support for organizations building disciplined privacy governance and assurance programs.
Federal Compliance
Readiness and attestation support aligned to federal contracting and compliance requirements including FedRAMP, NIST SP 800-53, NIST SP 800-171 / CMMC, CJIS Security Policy, ITAR / EAR.
07 / Engagement process
A practical path from scope to assurance.
STEP 01
Scope the engagement
Define the framework, organizational scope, systems, locations, reporting period, and stakeholder requirements.
STEP 02
Review the control environment
Evidence review and control testing are organized around the requirements of the selected framework.
STEP 03
Identify and address gaps
Where remediation is required, the team maps findings to practical next steps and readiness priorities.
STEP 04
Independent CPA attestation
Complete the independent engagement and formal attestation process for the agreed scope.
STEP 05
Final report & stakeholder confidence
Receive the final engagement deliverables and a defensible assurance package for customers, partners, finance teams, and procurement.
08 / Engagement options
Choose the assurance depth your business needs.
Every engagement is led by a licensed CPA. Pricing scales with the depth of work—from attestation alone to full gap remediation.
Engagement option
Attestation Only
Starting price, per engagement
- ✓ Independent CPA attestation engagement
- ✓ Evidence review & control testing
- ✓ Formal attestation letter
- ✓ One framework
Engagement option
Attestation + Report
Total engagement price
- ✓ Everything in Attestation Only
- ✓ Full report drafting & formatting
- ✓ Management response section
- ✓ One round of revisions
Engagement option
Attestation + Gap Assessment & Remediation
Total engagement price
- ✓ Everything in Attestation + Report
- ✓ Pre-attestation gap assessment
- ✓ Remediation roadmap & control mapping
- ✓ Readiness re-check before final attestation
Final pricing may vary based on scope, entity size, and framework complexity.
09 / Client perspective
Built for high-trust environments.
“Achieving our SOC 2 Type II report with this team was an absolute game-changer for our growth. The auditors were incredibly collaborative and helped us move through readiness without disrupting our engineering workflow.”
“The professionalism, deep technical expertise, and rigorous approach demonstrated throughout our engagement were exceptional. The final report has become a valuable asset for demonstrating institutional-grade data protection.”
“The resulting Type II report gives our healthcare partners total peace of mind and cements our reputation as a trusted market leader.”
10 / Our purpose
Trust is not a claim. It is something you earn.
Organizations today are asked to prove more than ever: that their systems are controlled, their information is protected, their processes are accountable, and their commitments can withstand scrutiny.
Our purpose is to help turn that evidence into credible assurance. We bring an independent perspective to the attestation process so your customers, partners, procurement teams, regulators and other stakeholders can have greater confidence in what your organization says it does.
That means combining professional judgment with disciplined engagement execution, clear communication and reporting that is built to be understood—not simply produced.
Trust
with proof.
with proof.
The CPA Attest principle
Evidence, controls and professional assurance come together to create a stronger foundation for business trust.
12 / Our team
The people behind confidence in compliance.
CPA Attest brings together leadership across audit, compliance, technology, operations and growth. Our team combines professional experience with a practical understanding of the systems, processes and stakeholder expectations that shape modern compliance programs.
David Wilford
CHIEF EXECUTIVE OFFICER
Veteran CEO leveraging a 25-year track record in law, audit, and compliance to architect secure, high-trust digital ecosystems for modern enterprises.
Karthikeya Bolisetty
CHIEF MARKETING OFFICER
Results-driven CMO experienced in scaling pipeline and brand authority for cybersecurity and compliance enterprises. Expert in high-growth demand generation and trusted brands.
John Routledge
CHIEF TECHNOLOGY OFFICER
Visionary CTO leveraging 21 years of experience to automate complex regulatory compliance through cutting-edge, secure enterprise software solutions.
Emilia Clarke
CHIEF OPERATING OFFICER
Operational strategist with an 18-year track record of scaling cross-functional teams and aligning business processes with global cybersecurity standards.
12 / Independence & objectivity
An independent perspective changes the conversation.
Attestation has a different purpose from implementation. Our role is to independently evaluate the defined scope, controls and evidence relevant to the engagement and communicate the resulting assurance clearly.
We believe that separation matters. It gives stakeholders a clearer basis for understanding the results and gives management a disciplined process for demonstrating how its control environment operates.
13 / The client experience
What you can expect when you work with us.
Clarity from day oneWe define scope, objectives, responsibilities and timing before the work begins.
Direct communicationQuestions, evidence requests and engagement decisions are communicated clearly and efficiently.
Practical perspectiveWe focus attention on what matters to the engagement instead of creating unnecessary complexity.
Stakeholder-ready reportingThe objective is assurance that can support customers, procurement, leadership and other stakeholders.
14 / Organizations we serve
Assurance for businesses where trust affects growth.
Our engagements are designed for organizations that need to demonstrate the effectiveness of their controls, strengthen stakeholder confidence or meet contractual and regulatory expectations.
Help demonstrate the controls customers expect from technology and cloud service providers.
Support assurance needs where security, availability, confidentiality and trust are central to relationships.
Address assurance needs for organizations handling protected health information and healthcare data.
Build a stronger assurance story for clients, partners and procurement teams.
Support organizations navigating federal contract and compliance expectations.
Create a scalable assurance foundation as customer and market requirements become more demanding.
15 / Why assurance matters
Compliance can open the door. Trust helps keep it open.
A strong attestation report can become more than a compliance deliverable. It can help answer questions from enterprise buyers, procurement teams, boards, business partners and other stakeholders who need confidence before they move forward.
For growing organizations, this can mean fewer repeated explanations of the same control environment, a clearer evidence trail and a more structured way to communicate how security and operational commitments are supported.
16 / Frequently asked questions
Questions clients ask before an engagement.
What makes CPA Attest different from a compliance consultant?
Our core offering is independent CPA attestation. We focus on evaluating the defined engagement scope and evidence and providing assurance reporting rather than positioning ourselves as the organization responsible for implementing its controls.
Can CPA Attest support organizations outside New York?
Yes. CPA Attest is based in New York and serves organizations worldwide through its engagement model.
Which frameworks do you support?
Our stated service areas include SOC 1, SOC 2, HIPAA, GDPR, GAPP and federal contract compliance engagements.
Do you support both Type I and Type II SOC engagements?
Yes. Our service offering includes SOC 1 Type I and Type II and SOC 2 Type I and Type II engagements.
How do we get started?
Start by sharing your organization, target framework, desired timeline and any customer or contractual requirements. We can then discuss scope and the appropriate engagement path.
04 / Start a conversation
Let's make trust tangible.
Tell us about your organization, framework, timeline and requirements. Our team can help define the right engagement path.