SOC 2 Compliance Consulting Services

BD Emerson gets companies ready for a SOC 2 examination, whether you need a Type 1, a Type 2, or both. We set the system boundary, run the gap assessment, close the findings, write policies that describe how you actually operate, and build evidence collection into daily work so fieldwork confirms rather than excavates. The examination itself is a separate engagement performed by a licensed CPA firm.
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Definition

How SOC 2 compliance wins enterprise business

SOC 2 compliance moves deals forward with larger organizations that will not buy from unaudited vendors. The report demonstrates that your organization meets defined standards for handling and securing sensitive data. Every examination is scoped against the five Trust Services Criteria:
  • Security: Protecting systems and data from unauthorized access, theft, or damage.
  • Confidentiality: Ensuring that sensitive information is only accessible to those who are authorized.
  • Privacy: Safeguarding personal information collected, used, retained, disclosed, and disposed of by a system.
  • Availability: Ensuring that systems and data are available for operation and use as agreed.
  • Processing Integrity: Processing is complete, valid, accurate, timely, and authorized to meet the entity’s objectives.
Services

What our SOC 2 consulting services include, phase by phase

SOC 2 readiness with BD Emerson runs in three phases: scope and gap assessment, roadmap and remediation, then evidence operations. Each depends on the one before it. The examination that follows is a separate engagement performed by a licensed CPA firm.
SOC 2 readiness & gap assessment
SOC 2 roadmap and report type
Evidence operations and automation
Handing off to the examination

SOC 2 readiness & gap assessment

We map your current controls against the Trust Services Criteria you plan to include and deliver a remediation register with an owner and a date on every line. Scope comes first, because a tight system boundary, one legal entity and one product, is the biggest cost and effort lever in the program. You leave this phase knowing exactly what stands between you and a clean report. Our SOC 2 compliance checklist walks all nine phases in detail.
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SOC 2 roadmap and report type

We build the remediation plan and sequence it around your sales calendar, including the Type 1 versus Type 2 decision. Most first-timers earn a Type 1 to hand procurement now, then open the Type 2 observation window the same week so the full report follows while the Type 1 is still fresh. Policies get written to match how you actually operate, since template policies that describe a different company create audit exceptions out of thin air.
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Evidence operations and automation

We build evidence collection into daily operations so the audit becomes confirmation rather than excavation. That means configuring your compliance automation platform, Vanta or Drata for most clients, putting timestamps and tickets on routine work, and running access reviews people actually perform. Evidence created when work happens is cheap. Evidence reconstructed months later is expensive, and auditor sampling exposes it quickly.

Handing off to the examination

Readiness ends when your evidence would survive sampling. The examination is a separate engagement, and AICPA independence rules bar the firm that designed and built your controls from examining them.

BD Emerson performs SOC 2 examinations through its licensed CPA attest arm, for organizations our consultants did not prepare. If we ran your readiness, your examination goes to another firm, and we say so before you sign. Our audit services are described on the SOC audit page.
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Benefits

Why SOC 2 matters for your business

SOC 2 compliance signals operational discipline and data integrity to every buyer who asks for the report. Meeting the standard makes your business an easier vendor to approve, particularly in industries where security review gates every contract, and that shows up as larger contracts, a broader client base, and credibility with procurement.
01

Independent validation of controls

SOC 2, developed by the American Institute of Certified Public Accountants (AICPA), offers independent validation that an organization's controls effectively address risks related to the security, availability, processing integrity, confidentiality, and privacy of customer data.

02

Tailored to information security

Specifically designed to address information-related risks, SOC 2 is an essential framework for companies that handle sensitive data.

03

Building client confidence

Providing clients with assurance regarding the integrity and security of their data, as evaluated against the five Trust Services Criteria of SOC 2.

04

Trust your customers can verify

An independent examination gives customers a report they can read rather than assurances they have to take on faith. Adherence to defined standards of data security and privacy becomes something a buyer can verify.
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Get ready for your SOC 2 examination

Most first-time programs run four to nine months from kickoff to a report in hand, and remediation is the phase that moves that number. The sooner scope is settled, the sooner the rest of it becomes predictable.
Our Advantage

Readiness run by people who know what fieldwork tests

Most SOC 2 consulting prepares you for a checklist. We prepare you for the sampling an auditor will actually do, which is a different exercise and a cheaper one:

Scoped to control cost

The system boundary is the biggest cost lever in the whole program, and it is set once. We draw it before anything else: one legal entity, one product, the smallest perimeter you can defend to a buyer. Every criterion you add and every system you pull inside raises the price of the examination and of every year after it.

Policies that match reality

Template policies that describe a company you are not create exceptions out of thin air. We write yours to describe how the work actually happens, then close the gap where a policy commits you to something nobody does.

Evidence built before the window opens

We build evidence collection into daily operations before the observation window opens: timestamps and tickets on routine work, access reviews people actually perform, and a compliance automation platform configured to capture it. Evidence created when the work happens is cheap. Evidence reconstructed months later is expensive, and sampling exposes it quickly.

Fixed scope, fixed fees

Engagements are quoted against your actual scope: entity, headcount, criteria, and platforms. Ranges narrow to numbers once someone has looked at your environment, and scope changes are priced before they happen.
How We Work

How long does SOC 2 take? A phased timeline

Plan four to nine months from kickoff to a report in hand, the range we see from a reasonable starting point. Scope and starting maturity drive the spread. The phases below run in order because each one depends on the one before it.
Reviews

What our customers say

Great consulting firms for scaling security, compliance, and appsec.

Outstanding partner in Technical and Cyber Due Diligence

Appsec maturity and application hardening.

BD Emerson helped us simplfiy our compliance management.

BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.

Adam Ben Jacobs

CTO @ OneStep GPS

Great consulting firms for scaling security, compliance, and appsec.

Outstanding partner in Technical and Cyber Due Diligence

Appsec maturity and application hardening.

BD Emerson helped us simplfiy our compliance management.

BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.

Adam Ben Jacobs

CTO @ OneStep GPS

We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.

Tom Watkins

CEO @ AMI AssetTrack

Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.

Supported ISO 42001 exercise and served as internal auditor.

Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.

We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.

Walid Souilem

CTO @ FGI Worldwide

We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.

Tom Watkins

CEO @ AMI AssetTrack

Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.

Supported ISO 42001 exercise and served as internal auditor.

Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.

We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.

Walid Souilem

CTO @ FGI Worldwide

BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.

Padraig Reilly

CEO, Boxcore

BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.

Matt Meierdierks

IT Manager, Lincoln Industries

From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.

Jason Marker

CEO @ LifeLenz

BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.

Alexey Indeev

CTO Spare

BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.

Patrick Bruce

CEO, Titan Intake

BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.

Padraig Reilly

CEO, Boxcore

BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.

Matt Meierdierks

IT Manager, Lincoln Industries

From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.

Jason Marker

CEO @ LifeLenz

BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.

Alexey Indeev

CTO Spare

BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.

Patrick Bruce

CEO, Titan Intake

Certificates

Our accreditations

At BD Emerson, we believe that our team's extensive certifications not only set us apart but also ensure that we provide the highest level of service to our clients.
FAQ

Frequently asked questions

What is the meaning of SOC 2?

What are the components of SOC services?

How does SOC 2 apply to IT consulting companies?

What is the cost associated with SOC 2 certification?

Which entities can certify SOC 2?

How long does SOC 2 compliance take?

Can the same firm handle our SOC 2 readiness and the audit?

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