SOC Reporting & Compliance

Your Passport to Enterprise Markets

As your company matures and moves up-market, “trust us” is no longer enough for your clients. High-value customers, institutional investors, and regulatory bodies now require independent validation that your data and systems are secure. Without a SOC report, you risk being disqualified from major contracts and stalling your momentum during due diligence.

We believe compliance shouldn’t be a hurdle that slows you down—it should be a market differentiator that proves your commitment to excellence. At Calvetti Ferguson, we guide you through the complexities of SOC examinations, turning a high-stakes audit into a collaborative process with “no surprises.”

SOC 1 & SOC 2: Which Path Do You Need?

Many providers offer a rigid audit. We offer a tailored examination designed for your specific business model. Whether you are proving your impact on financial reporting or the security of your cloud infrastructure, we ensure your report meets the highest institutional standards.

SOC 1 (SSAE 18): Protecting Financial Integrity
Essential for organizations that impact their clients’ financial reporting (e.g., payroll, trust departments, or investment firms). This examination proves your controls are properly designed and operating effectively to ensure financial data remains accurate and secure.

SOC 2: Proving Security and Availability
The industry standard for SaaS, data centers, and managed service providers. We examine your controls against the Trust Services Criteria: Security, Availability, Processing Integrity, Confidentiality, and Privacy. This is your primary tool for vendor due diligence and risk management.

Readiness & Compliance: The Road to “No Surprises”

A failed audit is more expensive than no audit at all. Our team doesn’t just show up to test; we help you prepare. By performing SOC readiness assessments, we identify gaps in your control environment before the formal examination begins.

Our Expanded Compliance Expertise
Beyond SOC reporting, we help you navigate the increasingly complex regulatory landscape, including:

• Cybersecurity Frameworks: NIST, ISO/IEC 27001

• Data Privacy: GDPR, CCPA

• Industry Standards: HIPAA, CMMC, DFARS

Stability for Every Industry

From tech startups to global logistics, we provide the governance and oversight required to protect your reputation. Our IT Risk team specializes in delivering clarity for:

• SaaS & Cloud Computing: Proving the resilience of your platform.

• Financial Services: Satisfying the rigorous demands of bank trust departments and investment firms.

• Managed Services: Validating the systems that your clients rely on daily.

• Transportation & Logistics: Protecting the data that moves the global economy.

Lead With Authority

A SOC report is more than a compliance box to check—it is a strategic asset that builds stakeholder trust and opens doors to new opportunities. By professionalizing your governance, you gain the confidence to lead your organization into its next stage of growth.

We handle the complexities of the examination so you can focus on winning your next major contract.