SOC 2 Readiness

SOC 2 Type 1 & Type 2 Readiness

Practical SOC 2 readiness for growing SaaS and fintech teams. We map your environment to the AICPA Trust Services Criteria, close the gaps that will fail an audit, build the evidence library your auditor expects, and hand the engagement over cleanly to the CPA firm performing the attestation.

Who it's for
  • SaaS and fintech teams pursuing a first SOC 2 Type 1 or Type 2 report
  • Companies re-doing SOC 2 after a rocky first audit
  • Teams under enterprise sales pressure to produce a SOC 2 report
  • Engineering leaders who want the security work to be real, not just documented
What's included
  • Scoping across products, environments, and Trust Services Criteria (Security, plus Availability, Confidentiality, Processing Integrity, Privacy as needed)
  • Gap assessment against the SOC 2 common criteria and applicable additional criteria
  • Policy and procedure build-out or refresh
  • Access control, change management, vendor management, and incident response process design
  • Evidence library structure — what to collect, from which system, on what cadence
  • Auditor selection guidance and clean handoff
Benefits
  • Enter the audit knowing exactly what the auditor will ask for
  • Cut audit surprises, rework, and timeline slippage
  • Turn the SOC 2 program into real operational security, not paperwork
  • Unblock enterprise deals waiting on a defensible SOC 2 report
Typical outputs
  • SOC 2 scope and system description draft
  • Trust Services Criteria gap matrix with owners and target dates
  • Policy set aligned to your actual operations
  • Evidence library plan and collection schedule
Process

A clear path from scope to remediation

  1. 01

    Scope

    Define products, environments, users, and which Trust Services Criteria apply.

  2. 02

    Assess

    Gap assessment against the SOC 2 common and additional criteria.

  3. 03

    Remediate

    Close control gaps, refresh policies, and stand up the evidence library.

  4. 04

    Operate

    Run the controls through the observation window with light-touch check-ins.

  5. 05

    Handoff

    Support auditor selection, kickoff, and evidence walkthroughs.

Next step

Need a clear view of your security gaps?

Start with a focused readiness call. We'll discuss your customer pressure, compliance goals, application risk, and the best next step.