Finance — SOC 2 (and GLBA)
Win Enterprise Deals Faster With a SOC 2 Report Buyers Trust.
For fintechs, SaaS providers, and financial-services firms, a clean SOC 2 report is often the gate to closing bigger clients.
For financial and SaaS companies, a clean SOC 2 report is often the difference between a stalled enterprise deal and a signed contract. We prepare you to earn one — and to keep earning it — without the scramble most teams go through the first time.
We know the framework cold: the five Trust Services Criteria — Security, Availability, Processing Integrity, Confidentiality, and Privacy — and how auditors interpret them across both Type I and Type II engagements. We start by scoping precisely, because an over-broad scope wastes months and an under-broad one fails the audit. Then we design and implement the controls, write the policies, and build the evidence-collection habits that make a Type II observation period painless instead of frantic.
Where it applies, we align the same work to the GLBA Safeguards Rule and NYDFS Part 500, so one effort satisfies multiple obligations. And because we engineer infrastructure as well as advise on it, we can actually stand up the logging, access controls, and monitoring the report depends on — then coordinate directly with your auditor to keep the process moving.
Got a deal waiting on a SOC 2 report?
We’ll scope it right and get you to audit-ready without the fire drill. Start with a free readiness review.