AICPA assurance readiness · SaaS

SOC 2 Readiness and Preparation

Guiding B2B SaaS companies and cloud service providers through preparation for SOC 2 Type I and Type II examinations. We map controls against AICPA Trust Services Criteria, establish continuous evidence collection, and coordinate with licensed CPA audit firms.

Unlocking North American enterprise sales cycles

For SaaS companies selling to US and global enterprise buyers, a SOC 2 report is often the non-negotiable benchmark of trust. Unlike ISO 27001 (which certifies a management system), a SOC 2 examination evaluates whether specific technical controls (MFA, encryption, change management, backup testing, background checks) are documented, tested, and operating effectively over time.

Failing an audit or receiving qualified audit opinions delays multi-million-dollar deals. Our readiness engagement ensures every control is tested, documented, and substantiated with verifiable evidence before your external CPA audit window commences.

Type I versus Type II strategy

Dimension SOC 2 Type I SOC 2 Type II
Scope of Audit Evaluates the design of your security controls at a single point in time. Evaluates the operating effectiveness of your controls over a continuous observation period (typically 3, 6, or 12 months).
Typical Timeline 4 to 8 weeks from gap assessment to readiness sign-off. Observation window (e.g. 6 months) following successful Type I design.
Buyer Expectation Satisfies early-stage prospects and initial procurement reviews. Mandatory for large enterprise customers, financial institutions, and public tenders.

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