Delivering Assurance and Structure

System and Organization Controls (SOC) reports are valuable tools for your organization to provide assurance to your customers. SOC 1 reports provide your customers with assurance over the controls in place at your organization which impact your customers’ financial reporting. SOC 2 reports provide your customers with assurance over the controls in place at your organization protecting the data or information to which you have access. SOC for Cybersecurity reports provide your customers with assurance over your organization’s cybersecurity risk management
program. Whichever report your organization needs, our experienced team of SOC professionals will work with your team to gain an understanding of your organization, your operations, and your control environment to provide you with a report which will meet the requirements of your user entities.

Key Benefits of a SOC Assessment

  • Builds trust with customers and prospects
  • Can be utilized as marketing material to gain a competitive advantage
  • Streamlines your processes
  • Identifies deficiencies in your systems and processes
  • Reduces extent and frequency of customer audits

SOC Readiness Assessment

If you need a SOC report for the first time, we recommend starting with a SOC readiness assessment. During a readiness assessment we will evaluate your preparedness through reading policies and procedures, assessing the design of your system, and determining if controls have been implemented to meet each of the control objectives or trust services criteria. You will then have time to remediate any deficiencies identified prior to commencing a SOC engagement.

AICPA - SOC logo

System & Organization Controls (SOC) Reports Team

Director Rosemary Rehner Headshot Rosemary Rehner CPA, CEPA · Director
Ryan Bidlack Headshot Ryan N. Bidlack · IT Senior Manager
Association of Internal Certified Professional AccountantsCPA Associates InternationalSmart Business World Class Customer Service AwardBusiness LongevityInside Public Accounting Top 300 FirmsMember of Exit Planning InstituteNC99 Logo