409A Valuation: What It Is and When Your Company Needs One
A 409A valuation sets the fair market value of your private company's common stock. Learn when one is required, how it works, and what happens if you skip it.
Technology & SaaS
SaaS Financial Metrics That Matter: ARR, MRR, CAC, LTV, NRR
Which SaaS financial metrics matter to investors and auditors? A guide to ARR, MRR, CAC, LTV, and NRR, with benchmarks and ASC 606 accounting.
AI in Auditing: How Technology Is Changing the Financial Statement Audit
AI in auditing is reshaping how financial statement audits work, from smarter risk assessment to full-population testing. Here is what CFOs need to know.
What Is a SOC 2 Report? The Five Trust Services Criteria Explained
What is a SOC 2 report and how does it work? Learn the five trust services criteria: security, availability, confidentiality, processing integrity, and privacy.
SOC 2 Type 1 vs Type 2: Where to Start
SOC 2 Type 1 vs Type 2: learn the core differences, timelines, costs, and which report your customers actually need before you engage an auditor.
SOC 2 Audit Checklist: How to Prepare for Your First Exam
Use this SOC 2 audit checklist to prepare for your first exam: scope controls, fix gaps, gather evidence, and know what to expect from your auditor.
SOC 2 Audit Cost: What You Should Budget and Why
SOC 2 audit cost ranges from $15,000 to $150,000+ depending on type, scope, and firm tier. Learn what drives the price and how long a SOC 2 audit takes.
SOC 1 Report: Do You Need One? A Guide for Service Organizations
When does a company need a SOC 1 report? A plain-English guide to SOC 1 Type 1 and Type 2 audits, who needs them, and how to prepare.
SOC 2 Audit: A Complete Guide for Service Organizations
A SOC 2 audit examines whether a service organization's controls meet AICPA Trust Services Criteria. Learn what it covers, who needs it, and how to prepare.
SOC Report Types: SOC 1 vs. SOC 2 vs. SOC 3 Explained
SOC 1, SOC 2, and SOC 3 serve different purposes. Learn which SOC report your organization needs and how each type works.