Enterprise buyers ask for your SOC 2 before they ask for your price. We carry Richmond companies from readiness assessment through remediation to a clean report — controls, evidence, and auditor coordination handled.
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SOC 2 is an independent attestation, performed by a licensed CPA firm, that your company protects customer data against the AICPA Trust Services Criteria. For Richmond technology and financial-services firms, it is the document enterprise buyers and their vendor-risk teams demand before they will sign.
What it covers: Five Trust Services Criteria — Security (required), plus Availability, Processing Integrity, Confidentiality, and Privacy as scoped to your business.
Type I vs Type II: Type I attests your controls are designed correctly at a point in time. Type II proves they operated effectively across a 3 to 12 month window — the report enterprises actually want.
What it is not: SOC 2 is not a certification, not a one-time checklist, and not the same as HIPAA or PCI. It is an ongoing control environment that has to be maintained and re-audited every year.
Who needs it in Richmond: SaaS platforms, fintech and payments firms, data processors, MSPs, and any vendor selling to banks, insurers, health systems, or the Commonwealth of Virginia.
A Richmond software vendor closes a six-figure contract with a national insurer. Procurement sends a security questionnaire and asks for a SOC 2 Type II report. There is none. The deal sits for a quarter while a scramble begins.
As you move upmarket, “Are you SOC 2 compliant?” becomes the first question, not the last. Without the report, you are disqualified before the demo.
Firms that try to self-manage the audit discover they have no written policies, no access reviews, no logging, and no evidence trail. The auditor issues a qualified opinion, and the customer sees it.
Average cost of a U.S. data breach in 2025, the highest on record. Source: IBM Cost of a Data Breach 2025.
Average days to identify and contain a breach. SOC 2 monitoring controls exist to shrink this. Source: IBM 2025.
Share of breaches involving ransomware. SOC 2 requires the backup and access controls that blunt it. Source: Verizon DBIR 2025.
We map your current environment against the Trust Services Criteria and hand you a prioritized remediation plan — not a 200-page PDF you cannot act on.
Access control, change management, incident response, vendor management, and business continuity policies written to your operations, then actually implemented.
We stand up logging, MFA, endpoint detection, access reviews, and automated evidence collection so the Type II observation window produces clean proof.
We help you select a C3PAO-caliber CPA firm, prep your team, and manage the audit so it lands on schedule with an unqualified opinion.
Real reviews from Capital Techies clients on Google.
Type I readiness typically takes 6 to 12 weeks. A Type II report then requires a 3 to 12 month observation window during which controls must operate continuously. Most Richmond firms plan for six months end to end.
Budget for two line items: the readiness and implementation work, and the CPA audit itself. For a Richmond SMB, combined first-year costs commonly run from the mid five figures upward depending on scope and how many gaps exist. Capital Techies fixes the scope before you commit.
Enterprise buyers almost always want Type II because it proves controls worked over time. Many firms get Type I first to unblock a deal, then complete Type II on the next cycle.
No. They share controls but serve different frameworks. If you handle health data you may need HIPAA; if you process cards you need PCI DSS. Capital Techies aligns overlapping controls so you are not paying to build the same thing twice.
Yes. SOC 2 is annual. We maintain your controls, run access reviews, collect evidence continuously, and manage each re-audit so you stay compliant without pulling your team off product work.
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