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Frequently Asked Questions

When should I contact a Financial Professional or CPA

As soon as you start to think about your business, compliance, financial, SOC, or report needs, a financial professional can help you take the next steps. 

What are my options for SOC compliance reports

There are three primary types of SOC reports (SOC 1, SOC 2, and SOC 3).  Let us help you determine what report is right for you, assist you to get ready for your engagement and/or obtain a SOC report for you.  

How can I know which SOC type is right for me?

Contact us to assist.  We known what type of report engagement audit will make the most sense for you based on your business, your goals;  for obtaining a SOC report, and your level of financial and operational compliance.  What are your clients looking for, requesting from you? We can assist with a readiness and preparedness engagement, and/or a SOC audit. 

Tips on SOC reports


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