SchellmanCON is back! Join us for our virtual conference on March 6 & 7, 2025

Learn More
866.254.0000
Contact Us
Services
Services
View All Services
SOC & Attestations
SOC & Attestations
SOC 1 / SSAE 18 Examination
SOC 2 Examination
SOC 3 Examination
SOC for Supply Chain
SOC for Cybersecurity
C5 Attestation
CSA STAR Programs
Payment Card Assessments
Payment Card Assessments
PCI DSS Validation
PCI SSF
PCI P2PE Validation
PCI PIN Assessments
PCI 3DS Compliance
ISO Certifications
ISO Certifications
ISO 27001
ISO 42001
ISO 27701
ISO 9001
ISO 22301
ISO-20000-1
Privacy Assessments
Privacy Assessments
APEC Certification
GDPR Assessment
International Privacy Assessments
US State Privacy Assessments
Microsoft SSPA/DPR Assessment
Privacy Program Assessment
FERPA Assessment
EU Cloud Code of Conduct
Federal Assessments
Federal Assessments
FedRAMP®
CMMC / NIST SP 800-171
FISMA/NIST
ITAR
CJIS
IRAP
FTC Consent Decrees
Healthcare Assessments
Healthcare Assessments
HITRUST CSF Certification
HIPAA Compliance
HIPAA Express
EPCS-DEA Audits
Health Data Host (HDS) Certification
Penetration Testing
Penetration Testing
Application
Network
Mobile
Social Engineering
Cloud
Physical
Hardware and IoT
Advanced Series
Cybersecurity Assessments
Cybersecurity Assessments
Cloud Configuration Assessments
Ransomware Assessments
NIST Cybersecurity Framework Assessments
Schellman Software Security Assessment (S3A)
TISAX®
SWIFT Customer Security Programme
Internal Audit Co-Sourcing
Crypto and Digital Trust
Crypto and Digital Trust
Schellman Training
Schellman Training
Sustainability Services
Sustainability Services
AI Services
AI Services
Learning Center
Our Technology
About Us
About Us
About Us
Leadership Team
Leadership Team
Corporate Social Responsibility
Corporate Social Responsibility
Careers
Careers
Strategic Partnerships
Strategic Partnerships
ISO Certificate Directory
Contact Us

SOC Examinations & Attestations

SOC 3 Examination

SOC 3 reports are designed to meet the needs of current customers and potential customers regarding controls at a service organization related to the Trust Service Principles but may not have the need or use of a SOC 2 report.

Contact a Specialist

SOC 3 Middle

What is a SOC 3 Report?

A SOC 3 report is a brief report that can be publicly distributed, on a website for example, to provide your customers and potential customers an independent examination of the organization’s security controls.

SOC 3 Middle

What to expect for your SOC Examination

We begin each project with your end goals in mind and to provide preparation for future key project activities. Effective communication and timely coordination of project planning activities are central to our methodology with our clients.

Image

Planning

After the agreement is executed, the first phase of the engagement is planning. This is to ensure that Schellman and the Client are fully aware of the what, who, when, why, and how prior to the beginning of testing.

Proper planning is imperative to the success of a project. Schellman has standard processes to cover the important pieces of the engagement.

Image

Understanding and Kickoff

The kickoff is considered the start of the engagement. If needed, Schellman will schedule a call at the beginning of, or just prior to, the kickoff to finalize any outstanding items. Schellman will be available to the client with any questions.

By including communication prior to starting, Schellman ensures that no last-minute changes to the project or team have occurred and the Client has the plan prior to the testing and on-site visit.

Image

Testing and Gathering

Testing and gathering is the core of the compliance engagement. Due to the planning and understanding processes, this phase will be an accumulation of gathering the evidence needed for the objectives discussed.

Schellman has a no surprise policy and has daily contact with the stakeholders during the testing and gathering activities. Furthermore, Schellman will begin documentation of the draft deliverable to be able to provide it to the Client efficiently after this phase. The Client will have confidence the Schellman team has completed this phase timely and completely.

Image

Reporting

Schellman’s testing methodology ends with reporting, but the entire assessment is focused on creating a deliverable that is clear, concise, and accurate.

Schellman’s report takes into account the entire process and customizes a report for each Client. The draft report will be provided within 2 weeks of the last day of testing and gathering phase, and a final report will be provided within 30 days. This timing is unsurpassed by the industry.

SOC 3 Specialist

Chad Goubeaux

Chad Goubeaux is a Manager with Schellman based in Columbus, Ohio. Prior to joining Schellman in 2020, Chad worked for a Big 4 accounting firm specializing in financial statement audits. Chad has over 4 years of experience comprised of serving clients in various industries, including Healthcare and Building Materials. Chad is now focused primarily on SOC 1 and SOC 2 examinations for organizations across various industries.

Meet Chad Contact Us

  • Fixed-Fee Using an outcome-based, fixed-fee pricing model based on our extensive experience
  • Scope Creep We see less than 5% of our clients that see amendments and are often the result of a scope expansion
  • Low Overhead Low overhead means a flexible financial structure

Learn more about our pricing process

Learn more about our pricing process

How much will your audit cost?

Whether it is an ISO 27001 certification, SOC 2 examination or a FedRAMP assessment, companies are often challenged by the need to address customer requirements while ensuring a return on compliance investment.

The most important factor in scoping a potential assessment is understanding what deliverable the recipient (i.e. your customer or partner) is expecting.

Once we have scoped your environment and needs, there are several factors that contribute to Schellman’s pricing:

  • Fixed-Fee Using an outcome-based, fixed-fee pricing model based on our extensive experience
  • Scope Creep We see less than 5% of our clients that see amendments and are often the result of a scope expansion
  • Low Overhead Low overhead means a flexible financial structure

Learn more about our pricing process

Learn more about our pricing process

Don't see a service you're interested in? 

Talk to a Practice Leader

866.254.0000

Contact a Specialist

4010 W Boy Scout Boulevard
Suite 600
Tampa, FL 33607

U.S. 1.866.254.0000

Outside the U.S.
1.813.288.8833

Resources
Company
Stay Up-to-Date

Sign up to receive Schellman's Weekly Read delivered every Friday morning.

© SchellmanPrivacy PolicyTerms of Use

“Schellman” is the brand name under which Schellman & Company, LLC and Schellman Compliance, LLC provide professional services. Schellman & Company, LLC and Schellman Compliance, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Schellman & Company, LLC is a licensed certified public accounting firm (Florida license number AD62941) registered with the Public Company Accounting Oversight Board (PCAOB) that provides attest services to its clients, and Schellman Compliance, LLC provides nonattest cybersecurity and compliance professional services to its clients. Schellman Compliance, LLC is not a licensed CPA firm. Schellman & Company, LLC and Schellman Compliance, LLC are independently owned and are not liable for the services provided by any other entity providing services under the Schellman brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Schellman & Company, LLC and Schellman Compliance, LLC.