SOC 2 Consultant

Program-First SOC 2 Consulting for Any Environment

SaaS and software teams come to us when a SOC 2 report becomes the condition for closing the next deal. We build the security program first and let the audit fall out of it, whether you run in the cloud, on-prem, or a mix of both.

A SOC 2 Report Is Easy to Buy. A Program That Survives the Questionnaire Is Not.

A junior consultant and a GRC platform can get you a clean report. The trouble starts on the first enterprise security questionnaire, when a buyer asks how a control actually works and the templated program has no answer. We build the security program that stands behind the report, so the deal closes instead of stalling in procurement. Because those controls are real, the same program that satisfies an auditor is the one that defends the business against the threats the audit exists to stand in for.

  • The Hidden Tax of an Internal SOC 2 Effort

  • What starts as a side project quickly consumes your most valuable resources, draining the time of the very people you need focused on building and selling your product.

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CTO Time Sink

CTO get trapped in audit meetings, trying to project-manage a complex framework they don't have time to learn.

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Your Best Engineers, Sidelined

Your highest-paid developers are pulled from the roadmap to write policies and gather evidence-a recipe for missed deadlines.

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A Derailed Product Roadmap

The internal effort becomes a "shadow project" that consumes sprints and stalls innovation, giving competitors an opening.

Our Assess, Build, Operate Methodology

Every engagement is delivered by a senior consultant and structured around the same phases: a standalone gap assessment, a fixed-price implementation, and ongoing management between audit cycles. Scoped to the systems you actually run.

01

Assess

A SOC 2 Trust Services Criteria gap assessment scoped to your actual stack: which systems, people, data, and vendors, across cloud and on-prem. You get a gap report, a defensible scope statement, and a prioritized roadmap with an honest read on how far you are from audit-ready.

02

Build

We implement the program: a custom policy suite, controls mapped to every criterion in scope, GRC platform configuration if you want one, working evidence collection, penetration test management, and a Security Program Manual. We act as your auditor liaison through Type I and the Type II observation window. Build starts from around $20,000 USD.

03

Operate (Ongoing)

Between audit cycles we keep the program running: continuous control monitoring, evidence collection, access reviews, vendor risk assessments, security awareness training, and the annual internal audit and penetration test. Your evidence stays current, so the next audit is a formality rather than a scramble.

01 Assess

Goal: Establish the scope and find the gaps in your current security posture.

  • SOC 2 Gap Assessment

  • System & Data Scoping

  • System Description Development

  • Prioritized Remediation Roadmap

  • Technical Remediation Playbooks

MILESTONES

  • Gap Assessment Report

  • SOC 2 System Description

02 Build

Goal: Implement controls and automate processes for audit readiness.

  • GRC Platform Setup & Integration

  • Policy Customization 20+

  • Tailoring of Controls 100+

  • Customized Mapping of Tests to Controls

  • Fix Automated Evidence Collection Issues

  • Manual Evidence Collection

  • Company Risk Assessments

  • Vendor Risk Assessments

  • Security Awareness Training

  • Access Reviews

  • Penetration Testing

  • Internal Audit

  • Full External Audit Management

MILESTONES

  • Customized Policies 20+

  • Internal Audit Report

  • Penetration Test Report

  • SOC 2 Type I Attestation

03 Operate

Goal: Maintain and improve your compliance posture year-round.

  • Weekly Cadence Calls 

  • Active Compliance Program Management

  • Access to Security & Compliance SME

  • Security Architecture Advisory

  • Continuous Control Monitoring

  • Continuous Evidence Collection

  • Ongoing Company Risk Assessments

  • Ongoing Vendor Risk Assessments

  • Security Awareness & Training

  • Quarterly Access Reviews

  • Annual Policy Updates & Acknowledgement

  • Annual Internal Audit

  • Annual Penetration Testing

  • Annual External Audit Management

MILESTONES

  • Updated Policies 20+

  • Penetration Test Report

  • Internal Audit Report

  • SOC 2 Type II Attestation

Warning: Not All SOC 2 Consultants Are Created Equal.

The market is full of consultants who point you at a GRC platform, drop in templated policies, and call it done. That approach passes the audit and then breaks the first time a control has to hold up in the real world, or in front of an enterprise buyer.

The Checkbox Consultant

  • Staffed with junior associates who follow a checklist and have never operated production infrastructure.

  • Focuses only on passing the audit, leaving you exposed between cycles.

  • Templated controls that assume a cloud-native stack and quietly ignore on-prem servers, co-location racks, and hybrid boundaries.

  • Collapses under enterprise security questionnaires, stalling the deal it was supposed to unblock.

The Truvo Partnership

  • Led by senior consultants who have built and operated security programs in production.

  • Builds an effective security program where compliance is the outcome, not the entire objective.

  • Controls scoped to what you actually run: cloud, hybrid, on-prem, or bare metal. An on-prem stack proves itself as cleanly as a cloud-only one.

  • Program documentation custom-built for your stack, defensible under enterprise procurement review.

Why Our Security First Approach is Better

A compliance certificate on its own does not close deals or stop breaches. We build a defensible program that does both.

Hackers Don't Read Audits

Our goal is to lower your real risk of a breach with controls that deter actual threats, not just satisfy an auditor once a year.

Satisfy Savvy Buyers

We build a program that withstands the deep-dive questions enterprise security teams ask, giving them the confidence to approve the deal.

Any Environment, Audit-Ready

Cloud, hybrid, on-prem, or bare metal, we scope controls and evidence to the infrastructure you actually run, so every environment reaches audit-ready on the same footing.

The All-in-One SOC 2 Engagement

Our ABO subscription bundles Assess, Build, and Operate with external audit management for a single annual fixed price. One predictable number covers the roadmap, the implementation, ongoing management, and the audit engagement, with the GRC platform optional. Build starts from around $20,000 USD and scales with scope.

Book a Scoping Call

  • Everything in Build

  • Everything in Operate

  • GRC Platform License

  • Annual Penetration Test

  • External Audit

  • Internal Audit

Trusted by Growing B2B SaaS Companies

They don’t just provide recommendations; they ensure we meet our stringent ISO 27001 and SWIFT compliance goals. We trust them with projects of national importance, and they deliver.

Matt Charette

CISO at Payments Canada

SOC 2 Consultant Frequently Asked Questions

Plan for three cost buckets. Implementation consulting from a competent provider typically runs from around $20,000 USD for an SMB single-framework engagement up to $75,000 or more for enterprise scope. A GRC platform runs $5,000 to $25,000 per year for most SMBs. The audit itself, from a reputable firm, typically runs around $10,000 to $20,000 for a Type I, $15,000 to $30,000 for a Type II with a standard six-month observation window, and $30,000 to $50,000 or more for multi-category or multi-system scopes. Total first-year cost for most SMBs lands between $40,000 and $85,000. We quote a fixed price for our part after the scoping call.

A well-run engagement gets you audit-ready in roughly 8 to 12 weeks. Type I is typically 3 to 6 months from kickoff to report. Type II then requires an observation window, usually 3 to 12 months, during which your controls run and generate evidence. We can compress the readiness timeline for a team with a hard customer deadline if you are ready to move fast.

Ask who does the work: a senior consultant with production experience, or a junior associate with a checklist. Ask whether the controls are designed for your stack or dropped in from a template, and whether they cover the environment you actually run, including on-prem and hybrid. Ask whether the price is fixed or an open-ended hourly meter, and whether they manage the auditor relationship or leave you alone in the room. A good consultant leaves you with a program you own, not a dependency you rent.

Yes, and it is where most platform-only consultants fall short. Teams running on-prem servers, co-location racks, or a hybrid mix have the hardest time tying physical access, on-prem logs, and cloud admin records into one defensible evidence trail. We scope controls to the systems you run and build that evidence trail with tooling that reaches on-prem, so a hybrid or bare-metal environment proves itself to an auditor as cleanly as a cloud-native one.

Yes. We act as the main point of contact between you and the auditor through the whole engagement: we handle communication, organize and submit evidence, defend your scope when it gets challenged, push back on overreaching requests, and walk the auditor through your control narrative. The audit firm stays independent by design, and we can make warm introductions to reputable firms when you are ready. You pick the firm; we run the engagement. Most of our engagements come back with no findings.

Build an Effective Security Program. Get SOC 2 Audit-Ready.

Fixed price. Senior consultants. A clear path from where you are to a SOC 2 report your enterprise customers will accept, whether you run in the cloud, on-prem, or a mix of both.

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Book a Scoping Call

From the Blog: Deeper Insights on SOC 2

Explore our latest articles to learn more about navigating the SOC 2 process and
building a culture of security.

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