soc2advisor.com
SOC 2 readiness & audit support

Get through your first SOC 2 without guessing what the auditor wants.

Senior, hands-on help scoping your audit, closing control gaps, and getting your evidence in order, so your team can keep shipping while the report gets done.

Book a scoping call Check your readiness

Free 30-minute call. You leave with a scope recommendation whether or not we work together.

Readiness trackerExample · Security TSC
CC1.4Background checks and security training at hirein place
CC3.2Annual risk assessment, documentedin place
CC6.1SSO and MFA on production and admin toolsin place
CC6.2Access tied to onboarding and offboarding ticketsgap
CC6.3Quarterly user access reviewsin progress
CC7.2Alerting on anomalous activity, with triagegap
CC8.1Peer-reviewed changes, protected main branchin place
CC9.2Vendor risk reviews for critical subprocessorsin progress
5 of 8 controls readyTarget: Type I
Who this is for

A customer asked for your SOC 2 report, and you don't have one yet.

Usually it shows up in a security questionnaire or a stalled enterprise deal. You need a credible plan and a date to give the customer, and you need it without hiring a full-time compliance team.

Seed to Series B

Startups selling to enterprises

First SOC 2, small team, cloud-native stack. You need the shortest credible path to a Type I and then a Type II.

Already have a tool

Teams with a compliance platform

You bought Vanta, Drata or Secureframe, and the dashboard is still mostly red. You need someone to decide what the controls should actually be and get them working.

Renewing

Companies facing their next audit

Last year's report came back with exceptions, or your environment changed. You want a cleaner observation period this time.

How a first SOC 2 runs

Five stages, in this order.

Timelines vary with your starting point. These ranges are typical for a small SaaS company starting a first audit.

  1. Scope

    1–2 weeks

    Pick the system, the Trust Services Criteria, and the report type your customers will accept.

  2. Gap assessment

    2–3 weeks

    Map what you do today against the criteria and list every gap with an owner.

  3. Remediation

    1–4 months

    Write the policies, configure the controls, and start producing evidence.

  4. Type I audit

    Point in time

    A CPA firm tests whether your controls are designed properly as of one date.

  5. Type II window

    3–12 months

    The auditor tests whether controls operated over a period. This is the report most buyers want.

Services

Fixed-scope engagements, delivered by the person you talk to.

2–3 weeks

Readiness assessment

Scope, gap analysis against the 2017 Trust Services Criteria, and a prioritized remediation plan you can hand to engineering.

Details → 1–4 months

Program build-out

Policies, control design, identity and access, logging, vendor management and evidence collection, built to fit how your team works.

Details → Through the audit

Audit support

Auditor selection, system description, evidence requests and walkthroughs, and responses to any exceptions.

Details →
Free guides

Learn the basics before you spend money.

Plain-language explanations of how SOC 2 works, written for founders and engineering leads.

8 min read

What is SOC 2?

Who issues the report, what it covers, what it costs your team in time, and what your customers actually check.

Read the guide → 6 min read

Type I vs. Type II

The difference, how observation windows work, and when starting with a Type I makes sense.

Read the guide → Reference

The Trust Services Criteria

All five categories and the nine common-criteria series (CC1–CC9), with what each one means in practice.

Read the guide →

Find out where you stand in 30 minutes.

Bring your stack, your customer's request and your deadline. You'll get a recommended scope, report type and a realistic timeline.

Book a scoping call