SOC 2 Consulting Services
- Achieve & Maintain SOC 2 Attestation With Our Expert Consulting Services
- Soc 2 Compliance
- Our Proven SOC 2 Consulting Process
- Your Journey to Attestation
- The CBIZ Difference
- Support Services for Continuous SOC 2 Maintenance
- Why Trust CBIZ Pivot Point Security?
- Get SOC 2 Compliant With CBIZ Pivot Point Security
- FAQs
- Downloadable Resources
- Contact Us
Achieve and Maintain SOC 2 Attestation With Our Expert 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.
CBIZ Pivot Point Security is one of the leading consulting firms for SOC 2 readiness. As your trusted partner, we help you achieve and maintain SOC 2 attestation year over year with a 100% success rate. Our customers can grow and maintain their client base while gaining expert assessment and direction for their information security program.
SOC 2 Compliance
SOC 2 stands for System and Organization Controls 2. It is an American Institute for CPAs (AICPA) attestation examination and report on controls at a service organization. A licensed CPA firm performs the SOC 2 examination against the applicable SOC 2 Trust Services Criteria (TSC):
- 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 core business solutions or services, they decide which of the five criteria are relevant to address.
Access SOC 2 Cliffnotes for SaaS Firms
Download the SOC 2 CliffnotesOur Proven SOC 2 Consulting Process
CBIZ Pivot Point Security provides SOC 2 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 make measurable progress toward 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 (System Description) 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 fall short of compliance requirements.
- Tailored gap/risk treatment plans: We develop plans that outline 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 conducted to determine where your organization stands in terms of compliance.
- CPA audit: This is the last step in the SOC 2 attestation, in which the organization’s controls are assessed against the selected Trust Services Criteria.
Access SOC 2 Cliffnotes for SaaS Firms
Download the SOC 2 CliffnotesYour Journey to Attestation
Our SOC 2 compliance consulting services demystify the path to compliance. We use a structured, four-phase roadmap that accelerates your timeline:
- Scope and align (month 1): We identify the specific trust services criteria, including security and availability, that match your business needs to prevent over-scoping.
- Build and remediate (months 2-4): We design and implement the technical controls and policies needed to close gaps.
- Validate (month 5): Our team conducts a readiness assessment, also called a mock audit, to help you enter the CPA audit with far fewer surprises.
- Attest (month 6+): We support you during the CPA audit, translating technical nuance into auditor language.
The CBIZ Difference
Beyond audit readiness, CBIZ Pivot Point Security engineers a security posture that drives sales and reduces liability. We use a proprietary, business-first methodology designed to help you achieve attestation.
| CBIZ PIVOT POINT SECURITY VS. TYPICAL SOC 2 CONSULTANTS | ||
| ASPECT | CBIZ PIVOT POINT SECURITY | TYPICAL SOC 2 CONSULTANT |
| Methodology | Custom-built risk architecture featuring controls aligned with your tech stack and business goals | Generic checklists and templates that create unnecessary work |
| Staffing | Certified full-time experts with Big 4 experience | Often outsourced to junior contractors |
| Success Rate | Thousands of successful audits with attestation | Depends on individual contractors |
Support Services for Continuous SOC 2 Maintenance
SOC 2 compliance is an annual commitment that safeguards your client relationships. Beyond initial attestation, we offer ongoing SOC 2 consultant services and support to help your security program mature with your business:
- Continuous monitoring: Implement tools to monitor control effectiveness year-round with our expert guidance.
- Annual renewal support: Outsource support for your Type 2 observation period and evidence collection to help make your next audit smoother, faster, and less costly.
- Framework expansion: Map your SOC 2 controls to gold standards like ISO 27001 or the Cybersecurity Maturity Model Certification (CMMC) as your business scales.
Why Trust CBIZ Pivot Point Security?
Since 2001, CBIZ Pivot Point Security has been the premier partner for organizations demanding defensible security. Partner with us to access the following advantages:
- Strict AICPA alignment: Our methodology aligns strictly with the American Institute of CPAs standards for seamless audits.
- Improved security posture: We provide the objective evidence you need to satisfy boards, partners, and regulators.
- Guaranteed satisfaction: We offer a 100% client satisfaction guarantee to demonstrate confidence in delivering exceptional results.
- Global reach: Clients from highly regulated sectors across North America, Europe, and APAC rely on our services.
Leveraging SOC 2 in Your VRM Program
Download the VRM GuideGet SOC 2 Compliant With CBIZ Pivot Point Security
Partner with CBIZ Pivot Point Security to simplify SOC 2 compliance. Contact us today to schedule your consultation or to request additional information about our SOC 2 compliance services. Our experts are ready to help you achieve attestation.
Frequently Asked Questions (FAQs)
Here are answers to the most common questions we receive from organizations preparing for attestation.
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.
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.
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.
SOC 2 Type 1 assesses whether your controls are designed correctly at a specific date. SOC 2 Type 2 assesses your controls’ operational effectiveness over a specified period, typically between six months and one year.
The timeline for achieving SOC 2 compliance varies depending on whether it’s a Type 1 or Type 2 and the organization’s current security posture. A Type 1 typically takes 3-4 months. A Type 2 generally takes 6-12 months. Some factors that influence this timeline include the complexity of systems, the trust services criteria selected, the desired observation period length, and the required remediation efforts.
Downloadable Resources
Access SOC 2 Cliffnotes for SaaS Firms
Download the SOC 2 Cliffnotes Leveraging SOC 2 in Your VRM Program
Download the VRM GuideContact Us Today
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