About Boulay

In the landscape of SOC 2 Auditors, where trust and assurance form the cornerstone of the industry, Boulay emerges as a company steeped in history and bolstered by a commitment to in-depth financial services. Since its inception in 1934, Boulay has established itself as a reliable partner for individuals, businesses, and public organizations, providing a comprehensive suite of accounting, audit, tax, and financial consulting services.

At the heart of Boulay's offerings are their SOC reporting services, including SOC 1, SOC 2, and SOC 3 reports, as well as Microsoft SSPA Attestations and ISO 27001 Certifications. These services are critical for clients who require assurance about the control environment related to the integrity of their financial reporting or the security and privacy of their data. In an era where cyber threats loom large and data breaches are costly, Boulay's expertise in risk advisory offers a beacon of confidence for organizations navigating the complex waters of compliance and cybersecurity.

What sets Boulay apart from others in the SOC 2 Auditors space is their blend of legacy and innovation. With a team that includes 315 employees and 107 CPAs, Boulay's robust workforce is well-equipped to tackle the diverse needs of their clientele. The firm's longevity in the industry speaks to its ability to adapt and grow alongside ever-changing regulatory landscapes and technological advancements.

For businesses concerned with the nuances of financial transactions or those seeking strategic tax planning and estate trust services, Boulay stands ready to offer personalized recommendations and scenario modeling. Their deep understanding of various industries—from construction to renewable energy, and from retail to professional services—ensures that their advice is not only sound but also tailored to the unique challenges and opportunities of each sector.

In terms of customer experience, Boulay appears to prioritize clarity and education, as evidenced by their user-friendly website and the wealth of resources made available to clients. Their latest insights into the industry, such as the differences between SOC 2 and ISO 27001 audits, underscore their dedication to keeping clients informed and ahead of the curve.

While Boulay does not shy away from its storied past, it is their forward-thinking approach that might attract prospective clients. In a field where staying ahead of technological and regulatory changes is paramount, Boulay's commitment to staying on the cutting edge—be it through investment management or risk advisory services—demonstrates a keen awareness of the evolving needs of their clients.

In conclusion, Boulay's blend of tradition and innovation, combined with their comprehensive range of services and industry expertise, makes them a standout option for organizations seeking SOC 2 auditing and related financial advisory services. While the choice of an auditor will always depend on specific needs and preferences, Boulay's established track record and breadth of services make them a compelling candidate worth considering for businesses aiming to safeguard their operations and reputation in a digital world.

Products and Services

Boulay offers a comprehensive suite of assurance and certification services, including SOC reporting and ISO 27001 certifications, alongside specialized offerings like Low Carbon Fuel Standard verification and business valuation, all designed to enhance trust, ensure compliance, and support strategic financial decisions for their clients.

SOC Reporting

Services for SOC 1, SOC 2, and SOC 3 reporting, providing assurance on controls over financial reporting and operational controls covering security, confidentiality, and more.

ISO 27001 Certifications

Certification services to help organizations comply with the information security standard, ensuring the protection of sensitive data.

Low Carbon Fuel Standard (LCFS) Verification Services

Verification services to ensure compliance with environmental standards for reducing greenhouse gas emissions from fuels.

Business Valuation

Expert valuation services for businesses, providing accurate assessments for transactions, succession planning, or financial reporting purposes.

    Strengths

  • Trusted financial advisory with a strong emphasis on investment management and tax optimization

  • Offers a variety of services from accounting to legacy planning

  • Combines expertise in wealth management with tax services for holistic financial planning

    Weaknesses

  • Potential clients must assess if services align well with their specific needs

Getting Started

Signing up with Boulay involves leveraging their expertise in Accounting Advisory, Business Consulting, and Wealth Management. They offer personalized recommendations and focus on understanding your business to provide in-depth accounting, audit, tax, and financial consulting services. Boulay combines investment management and tax optimization with wealth management services to help clients achieve their financial goals. To begin your partnership with Boulay, reach out to them through the 'Find an Advisor' or 'Contact Us' sections on their website. Should Boulay not align with your needs, you can review other firms in our rankings.