System & Organization Controls (SOC) Reporting

  1. Article
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  1. Jeff Krull

    Jeff Krull

    CPA, CISA, CITP

    Principal

  2. Emily Di Nardo

    Emily Di Nardo

    CPA, CITP, HITRUST CHQP

    Principal

  3. Garrett Gosh

    Garrett Gosh

    CPA, CITP

    Principal

  4. Brian Nichols

    Brian Nichols

    CISSP, CIPP/US

    Principal

  5. Andrew McCauley

    Andrew McCauley

    CPA, CISA

    Principal

  6. Greg Reda

    Gregory Reda

    Principal

  7. Bosco Yuen

    Bosco Yuen

    CPA, CISSP, CISA, CIA, CSX, CCSA, PMP

    Principal

Baker Tilly’s dedicated SOC specialists perform hundreds of SOC engagements each year and help clients with their SOC reporting needs across a wide variety of industries.

SOC reporting was developed by the AICPA as a valuable tool for organizations to demonstrate to their customers and other key stakeholders their controls are working.

Find out more about what SOC is and how an organization and its customers can benefit from the reports.

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The flexibility you need

Baker Tilly's SOC practice uses a variety of technology tools to streamline our service delivery model and make sharing documents and requests seamless. These tools can also make it easy for our SOC clients to work remotely and share documents and evidence needed as part of the SOC process with us. Our personnel are well versed in methods for facilitating video conferences, teleconference calls and live, online document-sharing sessions to perform SOC readiness and SOC examination services as efficiently (if not more than) if we were live on-site.

In many cases, remote SOC project services can deliver the same quality service while minimizing travel expenses and space constraints that can accompany on-site work. We also work on-site with our clients when it is more productive and beneficial.  If you are considering Baker Tilly for your SOC needs, let’s discuss these options together and how they could apply in your environment. If you already use Baker Tilly for your SOC needs, please talk with your engagement team about leveraging these tools to make the SOC process as efficient and effective as possible.

Your team was fantastic to work with again this year. I compliment the amazing team you have and am looking forward to next year!
Senior Vice President/Chief Technology Risk Officer of a large financial institution

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