SOC 2 Compliance - Affordable SOC 2 Consulting

Step 1: Download my SOC 2 Readiness worksheet.

After you answer the questions on the worksheet and review the applicable policy templates, you’ll likely have numerous questions. Please email me, and we can set up a meeting(s) to screen share and discuss. (info@bwtas.com)

Step  2 (Additional Support): If you need additional assistance becoming SOC 2 compliant, I can help in many ways:

• I can review your answers and evidence before you provide them to the auditor. In this manner, you can have confidence that what you are providing the auditor is sufficient; or
• I can act as an intermediary between your staff and the CPA firm.
• I will ensure the evidence provided to the CPA firm meets their standards and address any potential issues before it reaches them.
• I can and will ensure that only acceptable evidence and appropriate sample sizes are submitted for testing.

This saves time, as the CPA firm’s auditors will not have to continually request additional evidence.

Step 2.5 If I do not have the capacity to help with Step 2, I can refer you directly to KirkpatrickPrice (https://kirkpatrickprice.com). This is a highly regarded CPA firm that can help with all your compliance needs.

                                              Contact me (info@bwtas.com)