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Strategic Advisory

SOC 2 Readiness

Get SOC 2 ready before your auditor arrives.

Prepare for SOC 2 Type I or Type II examination with gap identification across Trust Service Criteria.

Overview

SOC 2 reports are increasingly required by customers evaluating your organization's security practices. Our readiness assessment evaluates your controls against the Trust Service Criteria—Security, Availability, Processing Integrity, Confidentiality, and Privacy—before your CPA firm arrives. We identify control gaps and help you prepare evidence, so your examination proceeds smoothly.

What We Test

Our soc 2 readiness engagements cover these key areas:

Security (Common Criteria)

Logical access, system operations, change management, and risk mitigation controls.

Availability

System availability commitments, disaster recovery, and business continuity controls.

Processing Integrity

System processing completeness, accuracy, timeliness, and authorization controls.

Confidentiality

Protection of confidential information throughout its lifecycle.

Privacy

Personal information collection, use, retention, disclosure, and disposal practices.

Our Approach

We assess your controls against the Trust Service Criteria you plan to include in your SOC 2 report, simulating the auditor's evaluation approach.

1

Scope Definition

We confirm which Trust Service Criteria and systems will be in scope for your examination.

2

Control Identification

We map your existing controls to Trust Service Criteria requirements.

3

Gap Assessment

Missing or ineffective controls are identified with specific remediation guidance.

4

Evidence Preparation

We help organize documentation and evidence packages for your auditor.

Common Findings

These are issues we frequently discover during soc 2 readiness engagements:

Undocumented Controls

High

Security controls exist but lack the documentation auditors require.

Incomplete Risk Assessment

High

Risk assessment required by CC3.1 missing or not addressing all in-scope systems.

No Vendor Management

Medium

Third-party risk management program required for CC9.2 not implemented.

Missing Change Management

Medium

System changes not following documented change management procedures.

Common Questions

Can you perform our SOC 2 audit?

No—only licensed CPA firms can issue SOC 2 reports. Our readiness assessment identifies gaps before your auditor arrives, increasing your chances of a clean report and reducing audit friction.

Should we start with Type I or Type II?

Type I reports on control design at a point in time—good for first-time SOC 2. Type II reports on operating effectiveness over a period (usually 6-12 months)—required by most enterprise customers. We help you determine the right path.

Ready to Strengthen Your Defenses?

Schedule a free consultation with our security experts to discuss your organization's needs.

Or call us directly at (445) 273-2873