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Neha S. Patel

Partner-in-Charge, IT Advisory Services

“Advisory services are intended to add VALUE to any organization. This is what we care about. The experience you have in working with me and my team is what differentiates us from others in the marketplace.”

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Office

Dallas, Texas

Phone

972-448-9804

neha.patel@weaver.com

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Neha Patel, CPA, CISA, CDPSE, has over 20 years of experience in public accounting and advisory services, with extensive experience in IT governance, risk and compliance engagements. Neha specializes in performing SOC reporting services, Sarbanes-Oxley compliance, IT internal audit projects and other technology consulting services. As IT Advisory Services leader, she is deeply experienced with the integration of financial reporting and technology services. She has significant experience leading outsourced and co-sourced engagements for publicly traded and privately held companies across multiple key industries, including financial services (Fintech), technology services, energy (upstream and downstream), and retail/distribution.

Neha was previously one of the American Institute of Certified Public Accountants’ (AICPA) training leaders for the national SOC School and continues to be a national speaker on third party risk and attestation topics.

Industry Focus

Technology (FinTech, Software-as-a-service, Outsourced Services)
Financial Services (Financial Institutions, PE/Hedge Fund Administration)
Manufacturing and Distribution
Energy (Upstream, Downstream, Oilfield Services)

Memberships and Affiliations

AICPA, Information Systems Audit and Control Association (ISACA)
Institute of Internal Auditors (IIA)
Texas Society of Certified Public Accountants (TXCPA)
Executive Committee for the McCombs BBA Advisory Board at the University of Texas at Austin
Advisory Board Member for Weaver’s INSPIRE Culture Program
Dallas Regional Chamber’s Executive Women’s Roundtable

Education

McCombs School of Business at UT Austin, Master of Professional Accounting
McCombs School of Business at UT Austin, Bachelor of Business Administration in accounting

Designations/Certifications

Certified Public Accountant (CPA) – Texas
Certified Information Systems Auditor (CISA)
Certified Data Privacy Solutions Engineer (CDPSE)

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Insights & Resources

Brochure

IT and Cybersecurity Services for Government

Article

Connect the Process Dots and Gain Valuable Insights with a Data Inventory

The data inventory implementation process helps reduce the risks that arise from data collection, including the over-collection & collection of inaccurate data.

Article

The Interoperable E-Invoicing Future

Many businesses face challenges such as cost, inefficiency and potential fraud when invoicing manually. Learn about the benefits of e-invoicing.

Article

Combating Payment Fraud

Payment fraud is a big business and it will continue to be a key risk facing organizations for the foreseeable future. Learn how to prevent it.

Podcast

Podcast: Go Barefoot with Direct Examinations – SSAE 21

Tune in to this Weaver: Beyond the Numbers podcast as Neha Patel & Alexis Kennedy explain the significance of SSAE 21 as a way to produce direct examination.

Article

Will Connecticut’s Privacy Law Affect Your Business? Steps You Can Take Now to Prepare

Connecticut recently adopted a data privacy law that applies to residents and any company collecting, processing and storing the data of Connecticut residents.

Article

New NIST Guidance for Telehealth Data

The NIST released guidance that includes rarely provided how-to instructions that will be helpful to organizations in monitoring telehealth risks.

Article

Will Utah’s Privacy Law Affect Your Business? Steps You Can Take Now to Prepare

Find out if your organization will be affected by the Utah Consumer Privacy Act (UCPA) that will take effect on December 31, 2023.

Article

Is Your Cloud Data Privacy Protected? How to Get Started

Contrary to what many people imagine, “the cloud” in technology is something of a misnomer. Unlike clouds in the sky, “the cloud” is a network connected by actual computer hardware: typically one or more computer resources dispersed locally, regionally or globally that allows individuals to store, process, or transmit data.

Article

In an IoT World, Is Your Health Care Data Secure?

You may have a fitness tracker that is connected to an application on your phone. The app sends data to a server that your primary care physician (PCP) can also access.

Ext. Publication

Enhancing the Value of SOC Reports During a Pandemic

Featured in Today’s CPA, Partner-in-Charge of IT Advisory Services, Neha Patel, discusses the value of SOC reporting as a critical communication tool to maintaining and strengthening third-party vendor relationships.

Article

Federal Agencies Publish Kubernetes Hardening Guidance

A long-awaited, thoughtful and clear document, Kubernetes Hardening Guidance, was published recently by the National Security Agency (NSA) and the Department of Homeland Security’s (DHS) Cybersecurity and Infrastructure Security Agency (CISA).

Webinar

Webinar: A Look at Operational Readiness for 2021

Podcast

Podcast: SOC Reporting for Supply Chain Management

This episode of Weaver: Beyond the Numbers talks about the importance of SOC reporting in supply chain management, which is a critical component of many businesses.

Article

SOC Reporting in a COVID-19 World

Brochure

Cybersecurity Service Sheet

Ext. Publication

Bank Fraud: Unusual Suspects

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