SOC 2 readiness

SOC 2 Readiness Consulting

Prepare for SOC 2 with controls and evidence that also improve customer assurance—not a parallel compliance bureaucracy.

Request a conversation Take the SOC 2 readiness assessment
When this service makes sense

Common buying triggers

  • Enterprise customers are asking for a SOC 2 report.
  • You need to choose between SOC 2 and ISO 27001.
  • Control evidence is distributed across engineering, IT, HR, and vendors.
  • Security questionnaires repeatedly expose the same missing evidence.
Target state

What should change after the engagement?

  • Clear SOC 2 scope and criteria
  • Control ownership matrix
  • Evidence collection rhythm
  • Customer-assurance response library
  • Readiness gap backlog
  • Audit coordination structure
Illustrative advisory outputs

Tangible records the work should leave behind

The examples below are illustrative advisory outputs and do not represent a specific client.

01

SOC 2 scope memo

System boundary, services, subservice organizations, criteria, and key assumptions.

02

Control/evidence matrix

Control intent, owner, operating frequency, evidence source, and gap status.

03

Assurance response library

Reusable, approved answers and evidence references for common enterprise security questions.

04

Readiness backlog

Prioritized remediation before the observation period or examination.

Working model

Truth → ownership → rhythm

1. Scope

Define system boundaries, customer commitments, Trust Services Criteria, and dependencies.

2. Evidence

Confirm control operation, owners, frequency, and repeatable evidence.

3. Readiness

Close critical gaps and prepare the team for auditor requests and evidence sampling.

Good fit

Who is this for?

  • B2B SaaS companies selling to enterprise customers
  • Teams preparing for their first SOC 2
  • Organizations aligning SOC 2 with ISO 27001
  • Companies overloaded by customer questionnaires
Not the right fit

What this is not

  • CPA attestation services
  • A guaranteed clean audit opinion
  • A document-only control library
Decision questions

Questions buyers ask before starting

SOC 2 vs ISO 27001: which should we choose?

The answer depends on customer geography, contractual expectations, assurance goals, and existing governance. Many SaaS companies eventually use both, but the sequencing should follow buyer demand and operating maturity.

Who issues a SOC 2 report?

A qualified CPA firm performs the SOC 2 examination. Readiness consulting helps prepare scope, controls, owners, and evidence before that examination.