Our Process — SOC 2 Advisory | From Gap to Certified in a Straight Line
100+
Companies guided to certification
98%
First-attempt audit pass rate
10–12
Weeks average to audit-ready
0
Handoffs — one advisor throughout
The Five Phases

Every engagement follows the same structure. The copy changes. The commitment doesn't.

Click any phase to see exactly what happens, who does what, and what you receive at the end. Every item below has been refined across 100+ certifications.

Timeline View

How the weeks map out across a full SOC 2 programme.

Type 1 certification typically issues at week 12–14. Type 2 observation begins simultaneously and concludes at month 9–12.

Why It Works

The same process. Every client. That is the point.

98% first-pass rate is not a coincidence. It is what happens when the same structured programme — refined across 100+ engagements — is applied by the same senior advisors, every time, without shortcuts.

One senior advisor throughout

The advisor who scopes your programme is the one who answers your auditor's questions on the last day of fieldwork. No handoffs. No junior running your engagement while a partner collects the fee. The same experienced practitioner, every step.

We close before we confirm

We do not issue readiness confirmation with open items. We do not start the audit clock until every gap from the readiness assessment is closed. This is not caution — it is the only reason our pass rate is 98% rather than something lower.

Fixed fee. Complete scope. No surprises.

Your total investment is agreed before we start. The gap assessment, implementation support, readiness testing, and audit management are all included. There is no billable hour that increases when you need us most — at 11pm the night before a report deadline.

We have done this. As operators.

Every advisor on our team built compliance programmes in-house before advising on them. We know what it is like to defend a control to an auditor with a two-person engineering team. The programme we built for you is the one we would have wanted when we were on the inside.

Annual renewal is built in

Most firms deliver the report and disappear. We built Phase 5 into our programme specifically because SOC 2 is not a one-time event. Your enterprise customers expect a fresh report every year. We are already managing that for you before the first one is issued.

3–6 hours from your engineering team

We are managing your compliance programme. Your engineering team's job is to answer our questions — not run a compliance project. 3–6 hours per week during implementation. Targeted, scheduled, never a surprise. Your roadmap stays on track.

FAQ

Common questions about our process.

If your question is not here, book a free consultation — a senior advisor will give you a straight answer in 30 minutes.

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Our five-phase programme takes 10–12 weeks from kick-off to audit-ready — meaning your formal audit can begin at week 10 or 11. For SOC 2 Type 1, your certified report is typically issued 12–16 weeks from engagement start. For Type 2, you begin the 6–12 month observation period simultaneously with your Type 1 programme and receive your Type 2 report roughly 9–12 months from kick-off.
A senior advisor is assigned to your engagement from day one and stays through every phase — gap assessment, implementation, readiness testing, audit support, and annual renewal. There are no handoffs to junior staff and no change of personnel between your first conversation and your certified report. The person who scopes your programme is the one who answers your auditor's questions on the last day of fieldwork.
Most clients find SOC 2 requires 3–6 hours per week from their engineering team during the active implementation phase (weeks 3–8). The gap assessment and readiness phases require less — primarily structured interviews and evidence review sessions we schedule around your sprint cycles. We deliberately minimise engineering burden so your team can stay focused on your product. The compliance work is our job. We ask your team questions. We do not ask them to run a compliance programme.
After your report is issued, we move into Phase 5 — ongoing monitoring and annual renewal. We maintain your controls, monitor for changes that affect your SOC 2 scope, and contact you three months before your next audit window to begin the renewal cycle. SOC 2 Type 2 requires a new report every 12 months. We manage the entire renewal process so you are never scrambling in the weeks before your next audit date.
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compliance programme?

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Fixed-fee engagements — agreed before work begins
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