Turn your security posture into a report enterprise buyers trust.
B4Q Assurance CPA PC guides you from readiness gaps to an AICPA-aligned SOC 2 report — clear scoping, hands-on remediation support, and an audit process built to keep your deal cycles moving.
- Licensed & Certified USA CPAs
- AICPA Trust Services Criteria
- Type I & Type II experience
Your customers ask for it before they sign.
More enterprise buyers now require a SOC 2 report before completing security review — it's become the default proof that a vendor takes data protection seriously.
A SOC 2 report is an independent CPA's evaluation of the controls you've put in place across the Trust Services Criteria that apply to your business. It replaces lengthy security questionnaires with one credible, reusable document.
- 01 Shortens enterprise sales cycles by answering security review up front.
- 02 Signals operational maturity to investors, partners, and auditors.
- 03 Gives your team a durable framework for ongoing risk management.
Five Trust Services Criteria. One report.
Security is mandatory for every SOC 2 report; the other four are scoped to what your customers actually need assurance on.
Security
Controls that protect systems and data against unauthorized access.
Availability
Systems are monitored and maintained to meet uptime commitments.
Processing Integrity
Data processing is complete, accurate, and delivered as intended.
Confidentiality
Information designated confidential is protected as agreed with clients.
Privacy
Personal information is collected, used, and disposed of appropriately.
Type I or Type II — we scope it to your timeline.
Our audit professionals run both engagements, and often recommend starting with a Type I while you build the evidence trail for Type II.
SOC 2 Type I
Evaluates whether your controls are suitably designed as of a specific date — the fastest way to show customers a credible, third-party-reviewed report.
- Fastest path to a shareable report
- Confirms control design before Type II
- Ideal for first-time SOC 2 organizations
SOC 2 Type II
Tests whether your controls actually operated effectively over an observation period — typically what enterprise security teams expect to see.
- The report most enterprise buyers expect
- Demonstrates sustained control operation
- Strongest signal for renewal & scale
Your path to an issued SOC 2 report.
We assist throughout the journey — identifying gaps, implementing controls, and preparing for a smooth, efficient audit.
Readiness & Scoping
We assess your current environment, define system boundaries, and select the Trust Services Criteria relevant to your customers.
Gap Remediation
We identify compliance gaps against the framework and help you implement the controls, policies, and evidence needed to close them.
Type I Assessment
Our audit professionals test whether your controls are suitably designed as of a point in time and issue your Type I report.
Observation Period
Controls run and are monitored over your chosen window, building the operating-effectiveness evidence Type II requires.
Type II Audit
We test operating effectiveness across the period and prepare the final report against the applicable Trust Services Criteria.
Report Issuance & Renewal
You receive your signed report, plus a plan for maintaining controls ahead of next year's renewal cycle.
Audit professionals who stay with you end to end.
Licensed CPAs, proven frameworks, and a process built to reduce friction at every stage of your SOC 2 journey.
Licensed & Certified CPAs
Every engagement is led by AICPA-affiliated CPAs, not just generalist consultants.
End-to-End Readiness Support
We stay involved from gap identification through control implementation to final report.
Proven, Repeatable Frameworks
Industry-tested methodologies that shorten implementation time and audit-readiness gaps.
50+ Businesses Served
From startups to established enterprises, across a range of industries and control environments.
96% Client Retention
Clients return year after year for renewal audits and expanded scopes.
Timelines You Can Plan Around
Clear milestones from kickoff to issuance, so sales and security teams know what to expect.
How this plays out for companies like yours.
Two common paths we help clients through — from a stalled deal to a signed report, and from a first-year Type I into a clean Type II renewal.
First Enterprise Deal Stalls on SOC 2
A seed-stage B2B SaaS company reaches security review on its first six-figure enterprise deal — and has no SOC 2 report. Security review alone can add weeks to a sales cycle even for companies that are ready; it adds far more when the report doesn't exist yet.
We start with a scoping call to identify exactly which Trust Services Criteria this prospect — and the wider pipeline — actually requires, then run a readiness assessment to flag gaps before the formal audit clock starts.
A Type I report in as little as 8–12 weeks to unblock the immediate deal, with a Type II observation period running in parallel for renewal.
From SOC 2 Type I to Type II
A company completed a Type I under time pressure the prior year. Now an enterprise renewal is asking for a Type II report — testing whether controls operated effectively over time, not just whether they were well designed on one date.
We review the prior Type I control set, tighten evidence collection so it holds up over a 6–12 month observation window, and set a cadence of quarterly control checks so nothing lapses before the audit window closes.
A clean Type II report at the end of the observation period, with far less last-minute evidence-gathering than a first-time audit.
SOC 2, answered.
Ready to start your SOC 2 journey?
Book a free strategy call and we'll map out a Type I / Type II timeline tailored to your business.