SOC 2 Consulting Services

Are your clients requesting or requiring you to have a SOC 2 attestation? If SOC 2 attestation is holding up a signature on a new deal or expanding work with a current client, you are not alone. With CBIZ Pivot Point Security as your trusted partner, achieving and maintaining SOC 2 attestation year over year is a guaranteed reality, with our 100% success rate bringing clients to attestation. Our customers are able to sign new clients as well as keep and grow current customers, all while gaining an expert’s assessment and direction on their information security program.

What Is SOC 2 Compliance?

SOC 2 stands for System and Organization Controls 2. It is an auditable information security standard developed by the American Institute for CPAs (AICPA) that provides guidance on critical security processes and practices for managing customer data. SOC 2 compliance is validated during a CPA firm’s audit against one or more of the five SOC 2 Trust Services Criteria:

  • Security
  • Availability
  • Processing Integrity
  • Confidentiality
  • Privacy

Organizations typically pursue SOC 2 attestation to build trust with clients and meet regulatory or contractual obligations. Based on their products and/or services, they decide which of the five criteria are relevant to address.

Our Proven SOC 2 Consulting Process

CBIZ Pivot Point Security provides consulting services to help organizations achieve and maintain compliance with the SOC 2 standard. We work with your team to ensure that your security practices, procedures, and policies meet the SOC 2 Trust Services Criteria requirements. With our expert guidance on addressing potential risks to data integrity and privacy, your organization will be able to attain its desired security maturity level.

We follow a structured and proven process to help organizations achieve and maintain SOC 2 compliance with confidence and efficiency. Our proven process guides your company through the necessary discovery and documentation activities to achieve SOC 2 attestation, minimizing uncertainty and accelerating your path to attestation. It involves these steps:

  • Project kickoff: Our expert SOC 2 consultants connect with you to learn about your goals.
  • Organizational understanding: We take time to understand your current information security objectives and establish an optimized scope for your SOC 2 attestation.
  • Risk assessment: Our team conducts a risk assessment to understand the critical risks the security program needs to address.
  • Gap assessment: Our team conducts a gap assessment to identify where your current practices stand compared to the compliance requirements.
  • Tailored Gap/Risk Treatment Plans: We develop a tailored plan that outlines the necessary steps and controls to achieve SOC 2 compliance efficiently.
  • Plan execution: Working collaboratively with your team, we execute the plan.
  • Readiness assessment: A professional internal audit is done to determine where your organization stands regarding compliance.
  • CPA audit: This is the last step, and it involves SOC 2 attestation, where the organization’s controls are assessed against the Trust Services Criteria selected.
  • Ongoing Compliance and Support: Our commitment extends beyond initial attestation. We provide ongoing support to ensure your organization maintains SOC 2 compliance year over year, helping you continuously improve your security posture and meet evolving compliance requirements.

Why Trust CBIZ Pivot Point Security for SOC 2 Consultant Services?

CBIZ Pivot Point Security has a proven track record of success, making us your ideal partner for SOC 2 compliance. With decades of experience, we have successfully guided hundreds of firms to SOC 2 and ISO 27001 certification/attestation with a 100% success rate. Our high client satisfaction is reflected in our world-class Net Promoter Scores.

You benefit from access to top-tier consultants with Big 4 expertise at a cost-effective rate. We take a holistic approach, covering all aspects of information security and often working with our clients to address additional attestation requirements like ISO 27001, NCSF, HITRUST, and CMMC.

At CBIZ Pivot Point Security, we believe in offering transparent and accountable SOC 2 consulting services. We provide honest assessments to ensure real security improvements, not just a “check-the-box” approach. We’re committed to helping you build a truly secure organization.

Frequently Asked Questions (FAQs)

What Specific Security Frameworks Does SOC 2 Compliance Align With?

SOC 2 compliance aligns with frameworks such as GDPR, ISO 27001, and NIST, making it easier to achieve compliance with multiple security standards. This alignment strengthens your organization’s security posture and helps you meet regulatory requirements.

How Does SOC 2 Impact Client Acquisition and Retention?

Achieving SOC 2 compliance helps demonstrate your commitment to security, giving prospective clients confidence in your services and enabling better retention of existing customers. It can help you gain an advantage against your competitors.

What Are Common Challenges Organizations Face During SOC 2 Implementation?

Some challenges organizations deal with when implementing SOC 2 include:

  • Defining the correct scope for SOC 2.
  • Aligning internal security controls with the Trust Services Criteria.
  • Ensuring ongoing compliance and evidence collection for audits.

What Is the Difference Between SOC 2 Type 1 and SOC 2 Type 2?

SOC 2 Type 1 evaluates the design of controls at a specific point in time. SOC 2 Type 2 assesses the operational effectiveness of controls over a defined period, typically 6 to 12 months.

How Long Does It Take to Achieve SOC 2 Compliance?

The timeline for achieving SOC 2 compliance varies depending on the organization’s current security posture, but it typically takes 3 to 12 months. Some factors that influence this timeline include the complexity of systems, Trust Services Criteria selected, and the required remediation efforts.

What Is the Cost of SOC 2 Compliance?

The general cost range for companies to prepare for and undergo a SOC 2 compliance audit and receive a SOC 2 Type 2 Service Auditors Report is $40,000 to $140,000. Most typical engagements are between $45,000 and $95,000. Keep in mind that a SOC 2 report is not a certification but rather a description of audit findings. The following are some factors that can impact SOC 2 audit costs:

  • Scope of the audit
  • Number of locations
  • Chosen Trust Services Criteria
  • Current security posture and remediation needs

Ready to Get SOC 2 Compliant?

Achieving SOC 2 compliance doesn’t have to be complicated. Let CBIZ Pivot Point Security guide you through the process with our proven approach and expert consultants. Contact us today to schedule a consultation and take the first step toward SOC 2 compliance.