Series B SaaS
Blocked on an enterprise deal that required a SOC 2 report.
Ran a SOC 2 readiness assessment, issued a Type I in weeks, then a Type II across the next window — and reused the same controls for ISO 27001.
Real sequencing, real outcomes
The examples below are anonymized, illustrative composites drawn from common engagement patterns. Named, client-approved studies will replace them as they are published.
Illustrative composites
Blocked on an enterprise deal that required a SOC 2 report.
Ran a SOC 2 readiness assessment, issued a Type I in weeks, then a Type II across the next window — and reused the same controls for ISO 27001.
Payer procurement stalled without documented HIPAA and SOC 2 assurance.
Completed a HIPAA security risk analysis alongside a SOC 2, mapping shared controls once so the two programs did not duplicate work.
Buy-side diligence and post-close integration on a tight clock.
Delivered a Quality of Earnings analysis for the acquirer, then handled purchase price allocation and a SOC 1 for the servicing platform.
Composites are labeled to keep them honest; they do not represent a single identifiable client.
Ready when you are
One licensed CPA firm for your SOC, ISO, HIPAA, and VAPT programs — and the financial audits behind them. Talk to a senior auditor, not a sales rep.
Before you go
The same checklist our auditors use to get a company audit-ready. No fluff, just what you need in place before the clock starts.