COMPLIANCE & STRATEGY
SOC 2 Readiness & Audit Support
Build the controls. Prepare the evidence.
Prepare for customer security reviews and a SOC 2 examination with a clear plan. Define scope, identify gaps, organize evidence, and coordinate remediation.
01 / THE CHALLENGE
Evidence needs a repeatable process.
- 01 You are planning a first SOC 2 examination
- 02 Customers have growing security expectations
- 03 Evidence collection and control ownership need structure
Customer assurance requests can arrive before policies, control ownership, and evidence are organized. Readiness creates a structured path to the independent examination.
THIS IS A GOOD FIT WHEN
02 / WHAT YOU RECEIVE
Expertise you can put to work.
Scope and readiness assessment
Relevant systems, criteria, current practices, and readiness gaps.
Control and remediation roadmap
Actions for policies, control design, responsibilities, and evidence collection.
Organized evidence register
Expected materials and owners to support preparation and auditor requests.
Readiness review and coordination
Progress and open-item reviews, with evidence coordination for your independent CPA firm. Your proposal confirms the deliverables, scope, responsibilities, and schedule for your engagement.
A clear handoff for the people making decisions and the people delivering the work.
03 / HOW WE WORK
A clear path. From start to next steps.
Define the scope
Clarify services, systems, and criteria relevant to customer requirements.
Assess readiness
Review controls and documentation before the examination.
Prepare controls and evidence
Organize remediation, policy updates, and evidence responsibilities.
Support the examination
Coordinate evidence and questions with the independent CPA firm.
A STRONG START
Bring the context. We’ll shape the plan.
A useful starting point
Customer requests, intended examination, policies, existing evidence, and your CPA firm's scope if available.
The right people
Control owners, IT, leadership, and the person coordinating the independent examination.
What shapes the engagement
Systems and criteria, current controls, remediation effort, evidence availability, and auditor coordination. We agree timing after reviewing these factors.
You do not need every answer before getting in touch. These details help us scope the work.
SEE THE SHAPE OF THE WORK
From observation to next action.
Example evidence register
Fictional scenario. Not a client result or a completed assessment.
A short example of how we make findings useful. The final format and depth depend on your agreed engagement.
04 / BEFORE WE BEGIN
A little clarity. A better start.
Do you issue the SOC 2 report? +
Can you support Type I or Type II preparation? +
Can you guarantee the date or outcome? +
CONNECTED EXPERTISE
Build on the right foundation.
HIPAA Security Readiness
Build a more organized approach to protecting electronic patient information.
PCI DSS Readiness
Make payment security requirements easier to understand and act on.
Security Risk Assessment
Know where to focus before buying another security tool.
LET’S DEFINE THE RIGHT ENGAGEMENT
Start a conversation. Make your next move clearer.
- 01 We review your priorities.
- 02 We discuss the right scope with you.
- 03 You receive a clear proposal before work begins.
What happens next
Tell us what you need.
A clearer picture. A practical next step. Tell us what you’re working on. We’ll use your details to respond to your request. Please leave out passwords and sensitive incident evidence. Privacy policy.
Tell us what prompted your search, what matters to your business, and any deadline. We’ll help define the right scope.
START A CONVERSATION
Your next move
Let’s make progress.
Tell us where you are. We’ll help define what comes next.
Start a conversation