Scoping Your SOC 2 Audit
How to define the system description — the boundary of what is in scope for the SOC 2 audit — including which infrastructure, services, and personnel are included, and the strategic decisions that affect audit duration, cost, and report value.
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Selecting a SOC 2 Auditor (CPA Firm)
How to evaluate and select a CPA firm to conduct the SOC 2 audit — accreditation requirements, evaluation criteria, typical fee ranges, red flags in auditor selection, and the difference between attestation firms and readiness consultants.
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SOC 2 Readiness Assessment
How to conduct a pre-audit readiness assessment — gap analysis against the Trust Services Criteria, evidence inventory, control testing, and the readiness report that informs the remediation plan before the formal audit begins.
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Evidence Collection and Management
The evidence types SOC 2 auditors request — policies, configurations, screenshots, access reviews, logs, training records — how to organize evidence for efficient auditor review, and how a compliance platform reduces the evidence collection burden.
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The SOC 2 Audit: What to Expect
The audit process from kickoff to report issuance — fieldwork methodology, auditor testing procedures, sample selection, exception handling, management responses, and the typical timeline from audit start to report delivery.
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Reading and Using Your SOC 2 Report
How to interpret a SOC 2 report — the auditor’s opinion, the system description, the description of controls, the test results, and exceptions — and how to use the report effectively in client security reviews and sales processes.
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Continuous Compliance: Maintaining SOC 2 After Certification
How to maintain SOC 2 compliance between annual audits — evidence collection cadence, control monitoring, user access reviews, vendor reviews, and the operational discipline that prevents the “audit scramble” at renewal time.
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