Compliance and governance
SOC 2 Readiness
Gap assessment and control support to prepare for a SOC 2 examination.
Tampa headquarters · Customers nationwide
From scope to evidence
SOC 2 Readiness
Gap assessment and control support to prepare for a SOC 2 examination.
Readiness is a maintained state.
Compliance holds up when evidence is collected continuously, not assembled the week before an audit.
- 01Scope
We agree which framework applies and what is genuinely in scope.
- 02Assess
Current controls are tested against each requirement.
- 03Remediate
Gaps are closed with owners, dates, and evidence attached.
- 04Evidence
Documentation and monitoring artifacts are collected continuously.
- 05Maintain
Reviews keep the position defensible between audits.
Planning priorities
SOC 2 preparation: control design and evidence
| Review area | Evidence to review | Why it matters |
|---|---|---|
| Scope | Evidence to reviewServices, systems and relevant Trust Services Criteria | Why it mattersDefine the boundaries of the intended examination. |
| Controls | Evidence to reviewOwners, procedures and operating evidence | Why it mattersConnect documented safeguards to how work is performed. |
| Readiness | Evidence to reviewGap remediation and evidence review | Why it mattersPrepare for an independent CPA examination without guaranteeing the outcome. |
The self-assessment is indicative readiness guidance, not a SOC 2 report or auditor opinion.
Free self-assessment
How ready are you for SOC 2?
Answer 21 quick questions about your environment and controls to see your readiness score, your biggest gaps, and a rough timeline to audit-ready.
What the program includes
The work that makes an audit boring.
Scope, policy, control, and evidence work that keeps a readiness position current between reviews.
Scope and criteria selection
Control design and gap review
Policy and procedure writing
Evidence collection over the review period
Examination coordination support
Where audits go sideways
Gaps surface fastest under questioning.
- A client deadline for SOC 2 with no controls documented
- Evidence assembled only when the examiner asks
- Controls that exist on paper but aren't evidenced
- Uncertainty about which trust services criteria apply
What a ready organization looks like
- A defined scope and criteria set
- Controls operating with evidence collected as they run
- Documentation an examiner can follow
- A clearer path through the examination