SOC 2 compliance consulting
SOC 2 Consultants for Teams With a Customer Deadline
A customer wants your SOC 2 report before they sign. We scope it, close the gaps, write the policies, organize the evidence, and sit with you through the CPA examination. Then we keep it running for Type II.
- 100+ Audits, 100% Pass Rate: Flawless track record guiding clients through SOC 2 attestation without surprises.
- Vetted CPA Partnerships: Direct relationships with leading audit firms to streamline final signing.
- 24-Hour Rapid Start: Fully onboarded and executing within 1 business day, guaranteed.
Free SOC 2 consultation
Talk with a SOC 2 consultant.
30 minutes with a senior practitioner. Bring the customer request, your deadline, or your GRC platform questions.
A customer wanted a SOC 2 report within 30 days. We built the gap assessment and corrective action plan and tailored every GRC template policy. Golden Volunteer passed their Type I audit between June 16 and July 11, 2024.
Read the Type I case studyMajor findings across annual SOC 2 Type II cycles. We took over the program and their Vanta instance, lifting 90%+ of the compliance workload off engineering.
Read the Type II case study"Nexeris helped us gain clarity for our security program's growth needs and also took the time to properly understand our needs to ensure our ongoing success."
We put our money on the line. Almost nobody else will.
Three written commitments in every engagement, at no additional cost. Contract language, not marketing language.
Complete the corrective actions we identify. If you still do not pass, you get a refundable credit of up to $10,000.
Book a Free SOC 2 ConsultationWe start work within 24 hours of signing, or we credit you $1,000. No onboarding queue.
Cancel anytime with 30 days' notice. No cancellation fees. You stay because the work is good.
Guarantee terms are written into every engagement agreement. The Audit Victory Guarantee applies where the corrective actions we identify are completed as specified.
Our SOC 2 Consulting Process
Six steps from the first call to a report in hand, and a program that keeps running after it.
Initial Consultation and Scope Definition
Business objectives, customer requirements, current maturity, timeline, your Type I or Type II target, and the systems and services in scope.
Select Applicable Trust Services Criteria
Security, plus Availability, Processing Integrity, Confidentiality, or Privacy where your customer commitments call for them.
Perform Readiness and Gap Assessment
Controls, policies, processes, risks, documentation, evidence, and security practices reviewed. You get prioritized findings and remediation actions.
Implement Controls and Documentation
Control design, policy development, procedures, security improvements, control ownership, evidence processes, and system documentation.
Conduct Pre-Audit Readiness Review
Evidence validated, controls walked through, open findings closed, and stakeholders prepared before the auditor arrives.
Support the CPA Examination and Ongoing Compliance
Auditor coordination, evidence requests, questions, findings, and remediation, then continuous control maintenance.
SOC 2 Trust Services Criteria
Security is in every SOC 2 report. The other four are added when your customer commitments call for them. Choosing the right set is part of scoping.
Security
Protection against unauthorized access and security threats.
Availability
Whether systems stay available in line with your commitments.
Processing Integrity
Whether processing is complete, valid, accurate, timely, and authorized.
Confidentiality
Protection of information designated as confidential.
Privacy
How personal information is collected, used, retained, disclosed, and disposed of.
SOC 2 Type I vs. Type II
SOC 2 Type I
Evaluates the design of your controls as of a specific date. It shows that relevant controls have been designed and implemented, and it is often where companies start their SOC 2 journey.
Golden Volunteer went Type I first, passing in under four weeks to meet a customer deadline.
SOC 2 Type II
Evaluates design and operating effectiveness over a defined observation period. Controls have to keep running, evidence has to be collected on a cadence, and processes have to hold consistently the whole time.
Golden Volunteer now holds Type II year-round with zero major findings.
Not sure whether you need Type I or Type II? Talk with a SOC 2 consultant.
Book a Free SOC 2 ConsultationWho Needs SOC 2 Compliance Consulting?
SaaS Companies
Especially B2B SaaS selling to enterprise customers.
Technology and Cloud Providers
Hosting or processing customer systems and information.
FinTech Companies
Handling sensitive financial or customer data.
Healthcare Technology Companies
Managing sensitive customer or healthcare information.
Managed Service Providers
Managing technology or infrastructure on behalf of clients.
Data and Business Service Providers
Facing security questionnaires, vendor assessments, or enterprise procurement.
Why Businesses Pursue SOC 2
Meet Customer Security Requirements
Enterprise clients evaluate vendor controls during procurement and due diligence.
Strengthen Customer Trust
Independent assurance gives customers visibility into your control environment.
Support Sales and Procurement
Answer the security requirements that come with larger B2B deals.
Improve Security Governance
Formalize ownership, controls, policies, evidence, and risk management.
Simplify Security Due Diligence
One report that answers most customer and vendor security questions.
Why Choose Our SOC 2 Consultants?
Cybersecurity and Compliance Expertise
We know what auditors expect and how technical controls work, including in defense environments where the evidence bar is highest.
Practical Control Implementation
We build and operate controls with your team instead of handing over a checklist.
Audit-Ready Documentation
Policies, control descriptions, and evidence packages that hold up in front of a CPA firm.
Tailored SOC 2 Scoping
Scope that reflects your real systems and commitments, so you neither overbuild nor under-scope.
Ongoing Support, Including Your GRC Platform
We configure and run Vanta and similar platforms so green actually means green. More on our GRC platform support.
SOC 2 Compliance Consulting Services
Our SOC 2 compliance consulting services cover the whole engagement: readiness, implementation, audit preparation, and ongoing SOC 2 maintenance. Take the full program, or only the stages you need. Running more than one framework? See our ISO 27001 and HIPAA services.
SOC 2 Scope and Trust Services Criteria
SOC 2 scoping sets the system boundary: services, infrastructure, processes, and customer commitments. Then we pick the Trust Services Criteria for your report.
You keep: a scoped system boundary mapped to the Trust Services Criteria.
SOC 2 Readiness Assessment and Gap Analysis
Our SOC 2 readiness assessment reviews your controls, policies, documentation, and evidence. The gap analysis ranks missing or ineffective controls with remediation recommendations.
You keep: a gap assessment workbook with prioritized findings.
SOC 2 Risk Assessment
A separate stage from the gap analysis. We weigh threats, vulnerabilities, likelihood, and business impact, then set mitigation priorities.
You keep: a documented risk assessment and mitigation priorities.
SOC 2 Control Design and Implementation
SOC 2 internal controls that work: access, provisioning, change management, incident response, vulnerability and vendor management, monitoring, and backup and recovery.
You keep: controls with named owners, running the way auditors will test them.
SOC 2 Policies, Procedures, and Documentation
Policies, procedures, control descriptions, and ownership written to match how you actually operate. GRC templates get tailored, not rubber-stamped.
You keep: policies and procedures tailored to how you operate.
SOC 2 Remediation Support
Findings become a risk-rated roadmap with owners and timelines, covering control, policy, technical, documentation, and evidence gaps.
You keep: a corrective action plan with owners and timelines.
SOC 2 Evidence Collection and Audit Preparation
We identify required evidence, organize it for auditors, run control walkthroughs, and prepare your people for auditor questions.
You keep: an evidence plan and repository auditors can review.
SOC 2 Audit and CPA Coordination
Before and during the examination, we coordinate with your CPA firm, handle evidence requests, answer auditor questions, and help resolve findings.
You keep: pre-audit readiness findings and audit representation.
Ongoing SOC 2 Compliance Support
Control monitoring, recurring evidence, policy updates, and risk reassessment, so Type II holds between examinations. Pair it with a virtual CISO for full program ownership.
You keep: a roadmap for keeping SOC 2 current.
How Long Does SOC 2 Compliance Take?
There is no universal timeline. Golden Volunteer went from kickoff to a passed Type I audit in under four weeks, but that was an accelerated engagement against a firm deadline. A Type II report also needs an observation period before the examination. Timing depends on:
A readiness assessment can help establish a more realistic SOC 2 timeline for your organization.
How Much Does SOC 2 Consulting Cost?
We do not publish fixed pricing, because scope drives the number. We scope it on the first call rather than quoting blind. Cost depends on:
Maintaining SOC 2 Compliance After the First Report
SOC 2 is an ongoing program, not a one-time deliverable. This is the work that keeps the next report clean.
Monitoring and Evidence
Failing checks fixed as they happen, and evidence collected on a cadence instead of before the audit.
Policy, Risk, and Vendor Reviews
Policies, risk assessment, vendor reviews, and access reviews kept current as operations change.
Type I to Type II Transition
Controls proven to operate consistently across the observation period.
How we run this for Golden Volunteer. Read the case study.
SOC 2 Compliance FAQs
If yours is not here, ask it on the call. You will get a straight answer.
What does a SOC 2 consultant do?+
A SOC 2 consultant prepares you for the independent SOC 2 examination: scoping, readiness and gap assessment, risk assessment, control implementation, policies, evidence, remediation, and CPA coordination.
What are SOC 2 compliance consulting services?+
End-to-end support from readiness through the audit and beyond: scoping, gap analysis, controls, documentation, evidence, remediation, CPA coordination, and ongoing compliance.
What is included in a SOC 2 readiness assessment?+
A review of your controls, policies, documentation, and evidence that ends with prioritized findings, delivered as a gap assessment workbook and corrective action plan.
What is the difference between SOC 2 Type I and Type II?+
Type I evaluates control design at a point in time. Type II evaluates design and operating effectiveness over an observation period.
What are the five Trust Services Criteria, and do we need all of them?+
Security, Availability, Processing Integrity, Confidentiality, and Privacy. Security is in every report; the others are added only when customer commitments call for them. Most organizations do not need all five.
How long does SOC 2 compliance take?+
It depends on maturity, scope, remediation needed, and Type I or Type II, which adds an observation period. One client passed Type I in under four weeks against a firm deadline. A readiness assessment gives you a realistic timeline.
How much does SOC 2 consulting cost?+
It depends on size, scope, maturity, services selected, remediation effort, and Type I or Type II. We scope it on the first call rather than quoting a fixed figure.
Can a SOC 2 consultant perform the independent audit?+
No. An independent licensed CPA firm performs the examination, and SOC 2 is an attestation report, not a certification. Organizations searching for SOC 2 certification consultants usually need what we provide: readiness, controls, documentation, and preparation for that examination.
How do we maintain SOC 2 compliance?+
Continuous monitoring, recurring evidence, policy updates, risk reassessment, and vendor and access reviews. We can run that program for you, including your GRC platform.
Free SOC 2 consultation
Prepare for SOC 2 With a Clear Compliance Roadmap
Thirty minutes with a senior practitioner, wherever you are starting from:
- Starting SOC 2, or preparing for your first Type I
- Moving from Type I to Type II
- Closing readiness gaps or implementing controls
- Preparing audit evidence for your CPA firm
- Improving an existing SOC 2 program
