2 CPAs & The Mic

S2E4 - The Trust Report: How SOC Exams Protect Client Data – with Haley Legg


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What does "assurance" really mean and why does it matter to your business? On this episode of 2 CPAs & The Mic, Jeff Frable and Sara Mays sit down with Haley Legg, Director of Assurance at CCK Strategies, to decipher audits, reviews, compilations, and the growing importance of SOC examinations. Haley explains why an audit isn't always the right answer and how SOC reports have become a must‑have trust signal in today's digital economy. For business owners, the takeaway is clear: SOC exams aren't just about checking a box—they're a strategic tool for building trust, winning and retaining clients, and standing out during vendor reviews and M&A due diligence.

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2 CPAs & The MicBy Jeff Frable Sara Mays