FALCON OAKS Establishing a secure connection
Senior-led GRC and audit readiness consulting
Audit Readiness — Flagship Service

Get Audit-Ready with a Clear, Evidence-First Plan

From the first gap assessment to auditor support, Falcon Oaks helps you prepare for SOC 2, ISO 27001 and other certifications with senior-led execution, complete documentation and controls that work in practice.

120+Audits Supported*
100%First-Attempt Pass Rate*
SOC 2 & ISO 27001Specialists
10+ YearsPer Consultant*

*Metrics supplied by Falcon Oaks and subject to final substantiation. Historical results do not guarantee a future audit outcome.

The Challenge

Audit Readiness Should Remove Uncertainty — Not Create More Work

Preparing for an audit can quickly become a second full-time job. Requirements are interpreted differently, evidence sits across multiple teams, policies do not match actual practice and last-minute requests disrupt normal operations.

Falcon Oaks brings structure to the process. We define the scope, identify what is missing, build the documentation and evidence model, coordinate stakeholders and help resolve issues before they reach the auditor.

The result is a clear readiness plan, stronger controls, complete audit artifacts and a team that understands what must be demonstrated before the formal review begins.

Audit Readiness — Flagship Service

What We Deliver

Readiness and Evidence Gap Analysis

A control-by-control view of what exists, what is missing and what requires improvement.

Audit Scope and Criteria Mapping

Clear boundaries, systems, services, locations, stakeholders and applicable requirements.

Policy and Control Authoring

Practical documentation aligned with both the framework and your real operating environment.

Evidence Register and Procedures

Defined artifacts, owners, frequency, retention and quality expectations.

Remediation Support

Prioritized actions, working sessions, tracking and validation.

Mock Audit and Validation

Challenge testing to identify weak evidence, inconsistent practices and unresolved gaps.

Auditor Coordination

Structured communication, request tracking and support throughout fieldwork.

Sustainment Model

Ongoing evidence routines, control monitoring and preparation for future audit periods.

Audit Readiness — Flagship Service

Frameworks We Support

SOC 2 Type I and Type II

Trust Services Criteria, system description inputs, control design, evidence and audit coordination.

ISO/IEC 27001

ISMS scope, risk assessment, Statement of Applicability, policies, controls and certification preparation.

PCI DSS 4.0.1

Control and evidence readiness for organizations handling payment account data.

CMMC

Readiness support for US defence supply-chain cybersecurity requirements.

CPCSC

Readiness for applicable Canadian defence supplier certification requirements.

Multi-Framework Programs

Control mapping that reuses common evidence and reduces duplicate work.

Audit Readiness — Flagship Service

SOC 2 Readiness

For technology and service organizations, SOC 2 can be essential to enterprise sales, customer assurance and vendor due diligence. We translate the Trust Services Criteria into practical controls and evidence that reflect how your service is actually delivered.

Define Scope

Define the system, service boundaries and audit scope.

Select Criteria

Select the applicable Trust Services Categories.

Map Controls

Map existing controls and identify readiness gaps.

Build Documentation

Develop policies, procedures and control narratives.

Establish Evidence

Create repeatable evidence routines for the observation period.

Support Fieldwork

Prepare stakeholders and support requests through Type I or Type II fieldwork.

Audit Readiness — Flagship Service

ISO 27001 Readiness

ISO/IEC 27001 requires an operating information security management system with defined scope, governance, risk treatment, control selection, monitoring and continual improvement.

ISMS Context and Scope

Define organizational context, stakeholders, boundaries and requirements.

Risk Assessment and Treatment

Build the methodology, risk register and treatment approach.

Statement of Applicability

Support control selection, justification and implementation status.

Policies and Procedures

Develop the documentation required to operate the ISMS.

Internal Readiness

Prepare for internal audit, management review and certification fieldwork.

Control Evidence

Establish evidence that demonstrates implementation and operation.

Audit Readiness — Flagship Service

Your Audit-Ready Documentation Package

Assessment and Mapping

Readiness gap report, control matrix and framework mapping.

Policy Suite

Policies, standards, procedures, templates and operating records.

Risk and Remediation

Risk register, treatment plan, remediation tracker and executive reporting.

Evidence and Requests

Evidence register, repository structure, request tracker and response package.

Sustainment Calendar

Recurring controls, evidence cycles and readiness activities.

Our Process

Our Audit Readiness Process

A structured, evidence-first path from discovery to sustainable execution.

01

Scope the Engagement

Confirm the target framework, business objective, systems, services, locations and timeline.

02

Assess Current Readiness

Review controls, policies, evidence, governance and prior findings against the criteria.

03

Prioritize the Gaps

Build a sequenced remediation plan based on audit impact, risk, effort and dependency.

04

Design and Implement

Develop controls, documentation, ownership and evidence routines with your teams.

05

Collect and Validate Evidence

Confirm that artifacts are complete, consistent, timely and traceable to control operation.

06

Run a Mock Audit

Test interviews, walkthroughs, evidence and unresolved issues before formal fieldwork.

07

Support the Auditor

Coordinate requests, clarify evidence and keep the engagement moving.

08

Sustain Readiness

Establish ongoing monitoring and evidence cycles for future periods and certifications.

Who This Is For

Designed for organizations ready to act

  • SaaS and technology companies pursuing enterprise customers
  • Organizations preparing for their first SOC 2 or ISO 27001 audit
  • Businesses moving from Type I to Type II or expanding audit scope
  • Companies with a fixed customer, investor, contract or procurement deadline
  • Organizations that received findings or struggled in a previous audit
  • Teams that need senior expertise without building a full internal GRC function
  • Businesses consolidating multiple frameworks into one evidence model
Frequently Asked Questions

Clear answers before you begin

Speak with a senior Falcon Oaks advisor if your situation requires a more specific answer.

How long does SOC 2 or ISO 27001 readiness take?

The timeline depends on current maturity, scope, resources and target date. A focused gap assessment allows Falcon Oaks to identify the critical path and provide a realistic phased plan.

Can you guarantee that we will pass?

No responsible readiness provider can guarantee an independent auditor or certification body’s conclusion. Falcon Oaks reduces uncertainty by identifying gaps early, strengthening controls, validating evidence and supporting the audit process.

Do you perform the audit?

Falcon Oaks provides readiness, remediation, documentation, evidence and audit support. The formal examination or certification audit should be completed by an appropriately independent and qualified organization.

Can you work with our chosen auditor?

Yes. We can align the readiness plan to the auditor’s request approach, coordinate evidence and help your team respond efficiently while respecting auditor independence.

Will you create the policies and controls?

Yes. We can develop or update policies, standards, procedures, control descriptions and evidence routines tailored to your operating environment.

Can you support multiple frameworks at once?

Yes. Falcon Oaks maps overlapping controls and evidence so one operating process can support multiple requirements where appropriate.

What happens after certification or the SOC report?

We can establish a sustainment calendar, recurring evidence routines, monitoring, internal reviews and ongoing advisory support so readiness becomes continuous.

Know What Stands Between You and Audit Readiness

Start with a focused conversation about your target framework, current maturity and timeline. Falcon Oaks will help you define the scope, identify the critical gaps and build a clear path to readiness.