_ed.png)
✅ Built for Small Businesses
✅ 100% CPA-Led Firm
✅ 15+ Years Average Auditor Experience
✅ AICPA Peer Review Participant
An enterprise customer asked for your SOC 2 report. Here is how we handle it for small teams.
Most small businesses reach us with a deadline and no compliance staff. These are the four problems we hear most.
An enterprise customer is waiting on a report
Security questionnaires stall deals until an independent report exists.
What we do: We start with a readiness assessment so you know the scope and gaps before the examination begins.
You have no compliance team
Your engineers and founders are covering it on top of their jobs.
What we do: Our client portal gives you a task list, one place for evidence, and direct communication with your auditors.
Your timeline is fixed
Procurement and renewal dates do not move.
What we do: A task list in the client portal shows what is due and what comes next, so the work does not stall.
You cannot afford surprises
A qualified opinion or late-found gaps cost time and credibility.
What we do: CPA-led planning and review, with a readiness step that surfaces issues first.
Assurance services for small businesses
Most small businesses reach us with a deadline and no compliance staff. These are the four problems we hear most.
SOC readiness assessment
A structured review of your controls against the criteria, with gaps identified before the examination.
SOC 3
A general-use report you can share publicly.
SOC 2 Type I and Type II
Examination of controls relevant to security and the other Trust Services Criteria you select.
ISO 27001
Gap analysis, ISMS build-out, and audit guidance.
SOC 1
Examination of controls relevant to your customers' financial reporting.
Questions small businesses ask before starting
Questions small businesses ask before starting
01
Readiness Assessment & Gap Analysis
We map your current controls to SOC 2 or ISO criteria, identify gaps, and deliver an actionable remediation plan.
02
Control Implementation
Your team executes the remediation plan by implementing required technical, administrative, and procedural controls, closing gaps and aligning with compliance standards.
03
Begin the Audit
Your team works in our portal where a customized task list organizes requests, streamlines communication, and accelerates evidence gathering.
04
Final Report
Within two weeks of completed testing, we issue the formal report and brief your stakeholders.
