SOC Consulting Services
Our own products are SOC-compliant — so we don’t just understand the checklist, we’ve lived it. If you're preparing for SOC 2 Type I or II audits, we guide you across every step — from documentation to implementation — ensuring you're technically sound and operationally audit-ready.
Whether you're a startup aiming for investor trust or a growing SaaS business targeting enterprise clients, we build your roadmap for SOC success — without the fluff.
Why Work With Us?
We’ve Been on Both Sides of the Audit Table
We’ve successfully led multiple SaaS products through SOC compliance — and we bring that hands-on knowledge to your consulting engagement. No overkill. No jargon. Just actionable guidance grounded in reality.
Real-World SOC Experience, Not Just Theory
We’ve walked the talk. Our own SaaS platforms are SOC-certified — which means we understand what it takes, where startups get stuck, and how to avoid the common pitfalls. That first-hand knowledge translates into practical, no-fluff guidance for your audit readiness.
Whether you're targeting enterprise clients or building investor trust, we help you confidently prepare for both SOC 2 Type I and Type II. From internal processes to audit responses, we make sure you're covered.
We’ve designed systems that efficiently manage millions of data points, utilizing both MySQL and NoSQL databases to ensure high performance, flexibility, and reliability. From clean API design to scalable back-end architecture, we engineer Rails applications that are easy to maintain, cloud-ready, and built for scale.
Whether you're building a new product or optimizing an existing one, our team brings a deep understanding of Rails best practices, modern DevOps workflows, and frontend-backend integration that ensures seamless user experiences and long-term success.
Technical Consulting
Built-to-Pass Technical Architecture
Auditors care about more than just documents — and so do we. We help you design secure, scalable systems with the right controls in place: access management, encryption, logging, alerting, and more. It’s about building a foundation that not only passes the audit but protects your business.
Need VPC architecture diagrams, CI/CD security workflows, or cloud access controls mapped to SOC standards? We’ve done it — and we’ll do it with you, side-by-side.
Dev Ops
Templates That Actually Work
Our curated collection of audit-aligned templates saves your team weeks of work. From InfoSec policies to onboarding checklists and incident response guides, every doc is editable, structured, and aligned with auditor expectations.
But we don’t stop at handing over PDFs — we guide you in adapting them to match how your team actually operates, so your compliance reflects your reality.
API Development
End-to-End Support That Stays With You
SOC isn’t a one-time task — and we don’t disappear after kickoff. We help you run a gap assessment, identify red flags, and create a clear roadmap to readiness. And when audit time comes, we’re by your side during Q&A, evidence collection, and remediation.
Even after the audit, we offer continued support to help you maintain and improve your compliance posture — setting you up for smoother renewals and stronger security.
Testimonials
Travis Lockhart
Manager of Finance and Business Analytics, Young Brothers Limited
We had purchased another on-premise system five years back that was not being actively used. PivotXL allowed us to use our existing Excel templates and slowly transition into a cloud system.
Melina Fleming
Finance Manager, Young Brothers Limited
I have been using PivotXL for 3 years now. It’s user auditability, validation reports and streamlined workflow has significantly increased our budgeting process and accuracy of output numbers.
Compliance Confusion? Security Gaps? Let’s Sort It — Together.
Whether you're chasing your first SOC report or tightening up for renewal, we’re ready to dive in. Book a free consult — no jargon, no pressure, just clear steps forward.
