SOC Reports

Our System and Organization Control (SOC) Practice

System and Organization Control (SOC) examinations are a core focus at LWBJ and over the last 5 years have been one of our fastest growing service lines to meet the market need for internal control assurance. It’s important to communicate how you and your vendors are handling sensitive data and managing risk. SOC reports provide a comprehensive, repeatable and well-organized framework to communicate with your internal and external stakeholders.

The popularity of SOC reports allows our experienced SOC team to work with a broad range of companies including:

• SaaS providers
• Cloud-based service providers
• Data centers
• Employee benefit plan administrators
• Payroll & claims processors
• Enterprise IT outsourcing
• Customer support/call centers
• Credit card processors

Consistent with all of the services offered by our firm – we focus on people, process and technology.

People – SOC examinations are complicated and your team’s time is valuable. That’s why our SOC-practice leaders are extensively involved in each step of your engagement to ensure your interactions with our people consistently exceed your expectations.

Process – We provide you with expert project managers that will collaborate with your team to deliver and maintain a detailed project schedule that will define objectives and deliverables. Our approach is focused on minimizing surprises and disruption to your staff so they can remain focused on growing your business.

Technology – Our firm leverages cutting edge technology to support our project management and testing procedures to complete a highly efficient engagement. Our document sharing system allows us to easily share information and track progress in real-time. It allows us to constantly communicate with our clients, but keep our meetings focused on solving problems.

Our belief that a successful SOC engagement requires strong planning and excellent communication allows us to perform efficient exams, no matter the location. Our greatest strength is our desire and ability to solve problems and exceed your expectations.

For an initial SOC consultation, please contact Mike DeKock at

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Partners & Key Associates

Maureen Dockstader, CPA


Mike DeKock, CPA

Stacie Grimm, CPA