SOC 2 Examinations for SaaS Companies

Licensed CPA firm. Direct partner access. Big 4 and enterprise security background.

Enterprise prospects require SOC 2 before signing contracts. Get a credible, AICPA-standard report from a CPA who actually understands your tech stack — without an enterprise audit bill.

Why Tang Advisory

Most SOC 2 auditors come from one of two backgrounds: CPA firms that bring in IT consultants, or cybersecurity consultancies that partner with CPAs to issue reports. Tang Advisory brings both in one person — a licensed CPA with deep, hands-on cybersecurity expertise.

I've worked in Big 4 audit (PwC), served as lead assessor on SOC 2 examinations at Coalfire for AWS, Azure, Google Cloud, Microsoft 365, Google Workspace, Oracle Cloud, and IBM Cloud, and built cloud infrastructure at AWS. My background spans the full stack — from auditing the largest hyperscalers in the world to hands-on cloud security engineering. When I examine your controls, I'm not checking boxes — I'm evaluating your architecture with the same depth as your security team.

You won't spend hours explaining your cloud infrastructure to your auditor. I speak your language.

Credentials

20+ professional certifications across audit, security, cloud, and privacy.

CPA

WA & OR, since 2014

CISSP

Cybersecurity

CISM

Security Management

CRISC

Risk & Controls

CCSP

Cloud Security

CIPP/US

Privacy Law

CIPM

Privacy Management

HITRUST CCSPP

Healthcare Security

AWS Security Specialty

Cloud Security

AWS SA Professional

Architecture

SC-100

Microsoft Cybersecurity Architect

AZ-500

Azure Security Engineer

How It Works

A clear, predictable process from initial call to signed report.

Step 1: Scope Assessment

Free, 30 min

We'll determine which Trust Services Criteria apply to your product, whether Type I or Type II makes sense, and provide a firm quote.

Step 2: Readiness & Remediation

1-2 weeks, as needed

Gap analysis against the criteria. Policy templates, control implementation guidance, and evidence collection framework. Available as a standalone engagement or bundled with the examination.

Step 3: Examination

2-4 weeks for Type I

Formal SOC 2 examination — walkthroughs, evidence review, control testing. You work directly with me throughout.

Step 4: Report Delivery

Signed SOC 2 Type I or Type II report, ready to share with enterprise prospects and procurement teams.

Type I vs. Type II

Type I

Point-in-time snapshot of your controls. Fastest path to a report — typically 4-6 weeks from kickoff.

Best for:

  • Closing an enterprise deal quickly
  • Establishing initial SOC 2 compliance

Type II

Controls tested over a 3-12 month observation period. Higher assurance.

Best for:

  • Fortune 500 procurement requirements
  • Regulated industries
  • Demonstrating sustained security posture

Most companies start with Type I and graduate to Type II.

Who I Work With

I work primarily with SaaS companies from seed stage through Series C, and bootstrapped B2B software companies selling to enterprise customers.

SaaSFintechHealthtechAI/ML PlatformsDeveloper ToolsData Infrastructure

Built for High-Growth SaaS

Large audit firms do excellent work — for companies that need enterprise pricing and rotating teams. If you're a 20-200 person SaaS company that needs a credible, AICPA-standard SOC 2 report with direct partner access and a CPA who understands your infrastructure, you're in the right place.

Frequently Asked Questions

Based in the Pacific Northwest. Serving SaaS companies nationally.

Ready to get SOC 2 certified?

Schedule a free 30-minute scope assessment. I'll confirm which criteria apply to your product and give you a realistic timeline and budget.