assurance

SOC Reporting

We combine expertise with advanced audit technology to deliver precise, transparent reporting that demonstrates your commitment to maintaining strong internal controls.

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What we do

Validate Your Controls with Precision

Wolf guides you through every step of the SOC journey, beginning with a hands‑on readiness assessment and continuing with a tailored, streamlined audit experience. With our collaborative, detail‑driven team, we deliver clear, credible reports that build client trust and evolve with your business as it grows. 

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  • Comprehensive Service Coverage
    We offer a range of services including SOC readiness, SOC 1, SOC 2, SOC 3, and Agreed Upon Procedures (AUPs). Every report is tailored to your business, industry, and control set. Our team does not believe in a generic, one-size-fits-all template. 
  • Built for Industry Leaders
    Our SOC services support CROs, CISOs, and compliance teams that need rigorous, reliable assurance to satisfy customer obligations related to third-party risk management. We understand your business will change as you grow, and we adapt our approach and guidance as your operations mature.
  • Streamlined by Technology
    Using FieldGuide, our interactive audit platform, we simplify requests, information collection, and communication. The result: less administrative work for your team and a more organized, efficient audit from start to finish.
  • Commitment to Quality
    We are committed to providing credible reports that will satisfy your obligations to customers. Our work is subject to rigorous inspections, including AICPA peer review. Our leadership team also participates in the AICPA Enhanced Oversight Program for SOC reporting.
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Why wolf & company

A Higher Standard for SOC Reporting

We deliver SOC reports that are thoughtfully constructed, clearly communicated, and built to stand up to review.
  • An Audit Experience Defined by Quality
    We deliver high‑quality SOC audits with senior‑level involvement and a tailored approach – never a check‑the‑box approach.
  • 20+ Years of SOC Expertise
    With decades of experience, we provide industry‑specific insights, valuable perspective on evolving AICPA SOC reporting guidance, and controls built for your business.
  • Engaged From Day One
    Clients consistently note our depth. We ask the right questions up front, uncover what others miss, and produce reports that accurately reflect your controls environment.
Our core services

Solutions Shaped Around Your Goals

We take the time to understand your objectives and challenges, providing thoughtful, integrated support across service lines that strengthen operations, manage risk, and support long‑term growth.

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Advisory

Navigate operational, regulatory, and strategic challenges with straightforward guidance that helps you move in the right direction.

Assurance

Our assurance services offer uncompromising quality and attention to detail – so you and your stakeholders move forward with confidence.

Digital

Wherever you are in your digital journey, Wolf & Company provides tailored guidance and decision-making support.

Tax

Our proactive tax services eliminate guesswork with coordinated planning, timely insights, and clear direction for your complex needs.

Experience the Difference in How We Work

Being independent allows us to focus completely on you, making thoughtful decisions rooted in trust and integrity.

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LEADERSHIP

Our Team of SOC Specialists

Our leaders bring forward‑thinking insight and a commitment to helping clients build stronger, more resilient control environments. 

Jason T. Clinton

Jason T. Clinton

Senior Manager
Allyson K. Morrissey

Allyson K. Morrissey

Senior Manager
Client Testimonials

Our organization is a small startup that handles PHI for millions of patients to provide our products and services to customers. Security and privacy are critical to our operation…

Jason Su
Co-Founder & CTO, Whiterabbit.ai
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Our organization is a small startup that handles PHI for millions of patients to provide our products and services to customers. Security and privacy are critical to our operation. As our growth strategy has expanded to larger hospital systems with greater security certification requirements, Wolf’s vCISO service was instrumental in the success of our SOC 2 audit. Wolf guided us from soup to nuts and we were able to achieve success in a few months for something that we thought would take over a year.

Jason Su
Co-Founder & CTO, Whiterabbit.ai
Client Testimonials

Working with Wolf made our SOC readiness assessment and Type II audit feel straightforward and well‑organized. Their team not only guided us through the requirements…

Raisin
View Full Testimonial

Working with Wolf made our SOC readiness assessment and Type II audit feel straightforward and well‑organized. Their team not only guided us through the requirements step by step, but also offered practical recommendations as we expand into new products and services. The use of FieldGuide created a truly collaborative audit experience and gave our team real‑time visibility into progress and next steps.

Raisin
Client Testimonials

For more than 20 years, COCC has trusted Wolf & Company as a true audit partner. Over that time, our relationship has grown stronger because of their ability to adapt…

COCC
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For more than 20 years, COCC has trusted Wolf & Company as a true audit partner. Over that time, our relationship has grown stronger because of their ability to adapt with us – whether the scope of our work has expanded, technology has evolved, or new regulatory expectations have emerged. Their use of platforms like FieldGuide has enabled a highly collaborative, transparent audit process that keeps our teams aligned and efficient. What we value most, though, is the dedication and continuity of the Wolf team. Year after year, we work with professionals who know our business, understand our environment, and are committed to helping us operate securely and confidently.

COCC
Client Testimonials

For nearly a decade, Wolf & Company, P.C. has been a trusted partner in elevating Pega’s compliance program. What began with a single SOC report and PCI audit each…

Pegasystems
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For nearly a decade, Wolf & Company, P.C. has been a trusted partner in elevating Pega’s compliance program. What began with a single SOC report and PCI audit each year, has expanded into 12 SOC reports, plus PCI annually, for Pega’s expanded portfolio – a true testament to their expertise and reliability. Their team delivers every audit with precision and produces timely deliverables, exceeding expectations across the board. Thanks to their organized approach, unwavering dedication, and investment in technology, Pega is able to continuously streamline processes across multiple internal teams, save time and reduce complexity. Wolf & Company, P.C. doesn’t just perform audits, they empower us to operate with confidence.

Pegasystems
Client Testimonials

For the past ten years, BCBSRI has relied on Wolf & Company for our SOC reports, and they’ve consistently exceeded our expectations through every business evolution…

Blue Cross Blue Shield of Rhode Island
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For the past ten years, BCBSRI has relied on Wolf & Company for our SOC reports, and they’ve consistently exceeded our expectations through every business evolution we’ve faced. What sets them apart is their deep expertise combined with their team continuity. Their proactive approach and our direct access to management means we’re never caught off guard. They help us understand exactly how any planned changes will impact our reporting scope and testing approach before we even begin.

Blue Cross Blue Shield of Rhode Island
RESOURCES

Insights & Thought Leadership


Stay informed with expert analysis from professionals who understand your industry and the challenges shaping it.

Why SOC 1 Is More Than a Report – It’s Your Fintech’s First Impression image

Why SOC 1 Is More Than a Report – It’s Your Fintech’s First Impression

What makes a SOC 1 report truly valuable for fintechs? Learn how regulatory guidance, tail

The Hidden Risks of Low-Cost SOC Audits: What You Need to Know image

The Hidden Risks of Low-Cost SOC Audits: What You Need to Know

Learn why low-cost, templated audits often fall short and how to select a flexible, reputa

Ausuma Advances Its SOC 2 Journey & Cybersecurity Program With Strategic Guidance From Wolf image

Ausuma Advances Its SOC 2 Journey & Cybersecurity Program With Strategic Guidance From Wolf

Learn how Ausuma strengthened its cybersecurity and passed its SOC 2 audit with support fr

Contact us

Let’s Talk SOC Reporting

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