Managed Cloud, Accounting/ERP Software, Managed IT, and Cybersecurity
Audit Preparation
CBIZ Technology’s SOC 2 consulting services shift the focus from last-minute preparation to a structured, proactive readiness program. We guide your organization through a disciplined methodology that evaluates control gaps before the formal CPA engagement begins, enabling:
- Optimized remediation: Address documentation and control deficiencies in a low-stakes environment prior to the audit.
- Streamlined interactions: Establish a centralized evidence repository to simplify fieldwork and auditor communications.
- Sustainable growth: Build a resilient compliance posture that aligns with long-term business objectives.
ACCURATE ALIGNMENT
Strategic Scoping
Precision scoping optimizes resources and accelerates timelines. We align your environment against the AICPA Trust Services Criteria (TSC), applying the required Security controls alongside Availability, Confidentiality, Processing Integrity, or Privacy criteria where they match your service commitments.
PROACTIVE REMEDIATION
Mock Audit Reviews
Identify documentation weaknesses before the formal observation period. We conduct a rigorous SOC 2 readiness assessment that simulates the actual CPA examination process. This pre-audit review equips your team to identify missing controls and close critical gaps prior to the auditor’s arrival.
SUSTAINABLE SYSTEMS
Continuous Proof
Elevate SOC 2 compliance beyond an annual event to achieve continuous efficiency. We guide you toward continuous evidence collection, organizing automated configuration exports, access reviews, and policy acknowledgments into a centralized repository to streamline ongoing fieldwork.
Frequently Asked Questions
A Type 1 report evaluates the design of your security controls at a specific point in time, and it is often sufficient to clear immediate procurement hurdles. A Type 2 report evaluates both design and operating effectiveness over a sustained period, typically three to twelve months, and is increasingly required by enterprise buyers.
Discovering missing controls or inadequate evidence during the formal examination can result in a qualified opinion or remediation delays. A simulated mock audit identifies these gaps early, allowing internal teams to correct deficiencies in a low-stakes environment before the observation period begins.
SOC 2 readiness consultants should emphasize continuous readiness rather than just a single audit pass. A strong partner right-sizes your SOC 2 scope, establishes automated evidence collection systems, and builds a sustainable compliance culture that reduces the manual burden of future audits.
Meet Our Cybersecurity Leadership Team
John Verry
National Leader, Cybersecurity & GRC
Tiffany Garcia
Managing Director, Cybersecurity & GRC
Jeremy Price
Managing Director, Cybersecurity & GRC
Justin Van Druff
VP, Business Development
Access IT Get Audit-Ready
Build a sustainable, audit-ready compliance program. Discuss your readiness strategy with our advisory team.
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