Our Services

SOC reporting and readiness, end to end

From early readiness work through the final report, Expert Insights supports each stage of your SOC journey with structure, clarity, and a stronger control environment.

SOC 2 Compliance

Attestation of security, availability, confidentiality, processing integrity, and privacy controls for cloud and SaaS organizations.

  • Trust Services Criteria Scoping
  • Type I & Type II Audits
  • Compliance Automation Support
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SOC 1 Compliance

Examinations focused on internal controls over financial reporting (ICFR) for B2B financial processors, payroll providers, and ledger tools.

  • SSAE 18 Control Objectives
  • Business Process Control Scoping
  • Financial Audit Preparedness
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SOC Readiness

Practical, CPA-led gap assessments, policy drafting, and mock audits that ensure your organization is prepared before the examination begins.

  • Gap Analysis Matrix
  • Policy & Configuration Support
  • Evidence Pipeline Validation
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Controls Advisory

Risk advisory to mature controls, design segregation of duties matrices, build standard operating procedures, and align with COSO and SOX.

  • Risk-Control Matrix (RCM)
  • Segregation of Duties (SoD) Design
  • IPO & SOX Readiness Consulting
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SOC 3 Reports

Freely distributable, summary attestation reports and trust seals for public website embedding and sales enablement without NDAs.

  • NDA-Free Customer Distribution
  • AICPA SOC 3 Trust Seal
  • Derived from SOC 2 Audits
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SOC for Cybersecurity

Program-level evaluations of organization-wide cybersecurity risk management programs for boards of directors, investors, and insurers.

  • Cyber Risk Program Governance
  • NIST CSF & ISO 27001 Mapping
  • Board & Stakeholder Reporting
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How We Help

Support across your control environment

SOC Reporting Comparison Hub

Compare the scope, cost, audience, and distribution of SOC 1, 2, 3, and Cybersecurity reports side-by-side.

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Continuous Compliance Support

Ongoing CPA-led guidance to keep controls consistent and audit-ready as your systems scale.

Evidence & Documentation

Build the immutable logs, access policies, and audit trails required for seamless examinations.

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Not sure which SOC path is right for you?

We'll help you plan the right reporting and readiness approach for your organization.