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Get Personalized Guidance on your SOC 2 Needs

Together, we’ll take the guesswork out of SOC 2 compliance by reviewing where to start, what’s missing, and how to get audit-ready fast. I’ll help you determine which SOC 2 tool is the perfect fit—no pitch deck, just practical advice.

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“Super simple yet powerful! Helped us kick-start our SOC 2 program in just 2 weeks!”
Sarah M. – Founder
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“The SOC 2 Compliance Checklist helped us close our biggest client in just 6 weeks!”
James D. – CEO
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“A great, practical, and simple checklist that saved us tons of time!”
Dan H. – Founder, CTO

About me

aboutme

Hi, my name is Adam. With over 15 years of experience in the tech industry, I have led and completed more than 100 software development projects, managing budgets from shoestring sums to over $100 million. I’ve held various roles throughout my career, including CEO, CTO, Head of Department, Project Manager, Program Manager, and Founder/Co-Founder, giving me a well-rounded understanding of how software projects work — the priorities, the pitfalls, and what it takes to succeed.

During my career, I’ve faced the challenge of achieving SOC 2 and HIPAA compliance firsthand while running my telehealth startup. I still remember the stress, the anxiety, and the uncertainty of not knowing where to begin. Back then, a simple yet powerful resource like this SOC 2 Compliance Checklist would have been a lifesaver.
 
Later, in my role at a major tech company, I guided over 50 projects through SOC 2 and ISO 27001 compliance. Through these experiences, I discovered the most effective ways to prepare for these rigorous standards, focusing on the essential parts and how these frameworks can add real value to projects, not just headaches.
 
My goal is to help you see the real-world usefulness of these compliance frameworks without the stress and confusion.
That’s why I created this simple yet powerful SOC 2 Compliance Checklist and Tools — to help small and medium companies start their compliance journey quickly and efficiently.
 
It’s designed from a founder’s and manager’s perspective, focusing on the practical aspect, not from an auditor’s viewpoint that often lacks an understanding of how real software development works.

Frequently Asked Questions

I’m just exploring SOC 2—should I do this assessment?
Absolutely! A SOC 2 readiness assessment is a low-pressure way to review the same areas an auditor would, acting as a “practice run” for your company.
 
Even if you’re not preparing for an audit just yet, an early assessment gives you valuable insights into your compliance status at a fraction of the cost of an audit run.
 
By identifying and addressing gaps now, you’ll be better prepared for a smooth audit in the future—and you’ll be well-equipped to pass security questionnaires (Vendor Risk Assessments) that can help you land big deals.
Is the assessment and policy package a good fit for me?
✅ These tools are perfect for SMBs looking for cost-effective solutions and limited resources to allocate toward a compliance program. They’re ideal if you want to stay involved in the preparation process. (Keep in mind, this package won’t do the compliance program for you.)
 
❌ It’s not the good fit if you’re an enterprise with dedicated compliance automation tools or if you’re willing to spend $40,000 – $100,000 on a SOC 2 consultant to handle everything for you.
What sort of questions are in the questionnaire?
The questions are designed to cover specific SOC 2 controls. Some may be technical, so it’s important that the person answering them understands how these processes work within your company.
Here are a few examples:
  • “Does your organization provide access to systems based on roles (e.g., role-based access control (RBAC))? Is this process documented for all systems, including the service?”
  • “Is the full restoration of backups tested at least once when initially implemented and after major IT infrastructure changes, or at least annually? (e.g., changes to the technology stack, vendors, or platforms)”
  • “Does your organization mandate two-factor authentication for vendor staff, system administrators, privileged accounts, etc.?”
Why do I need to wait 1 business day to get the results?

While I leverage automation and AI-driven evaluations, I personally review and finalize every report. This hands-on approach ensures the highest quality and accuracy, so you can trust the results.

What SOC 2 policies are included in the Ultimate Policy Package?

The package includes 27 ready to use policies tailored to SOC 2:

– Access Onboarding and Termination Policy
– Application Security Policy
– Availability Policy
– System Change Policy
– Data Classification Policy
– Code of Conduct Policy
– Confidentiality Policy
– Business Continuity Policy
– Cyber Risk Assessment Policy
– Datacenter Policy
– Software Development Lifecycle Policy
– Disaster Recovery Policy
– Encryption Policy
– Security Incident Response Policy
– Information Security Policy
– Log Management Policy
– Removable Media and Cloud Storage Policy
– Office Security Policy
– Password Policy
– Policy Training Policy
– Privacy Management Policy
– Processing Integrity Policy
– Remote Access Policy
– Data Retention Policy
– Risk Assessment Policy
– Vendor Management Policy
– Workstation Policy

Does this tool provide an official SOC 2 Audit or SOC 2 attestation?

No! This SOC 2 readiness assessment is not an official SOC 2 audit or attestation. Instead, it acts as a practice run for your company, helping you review the same areas that an auditor would examine, but without the formal pressure. It gives you a clear picture of your compliance status and identifies any gaps, so you’re well-prepared for the real audit.

How does the 60-minute consultation work?

After completing the assessment, you can schedule a 1-on-1 call with me. During the call, we’ll review your results, identify where you should focus your efforts, discuss how to make the best use of the Policy Package, and address any other questions you have. This ensures our time is spent in the most productive and valuable way.