CertPro CPA LLC

BACKGROUND

Please describe your company and position.

I am the SR QA Manager of Appsmith

Describe what your company does in a single sentence.

Appsmith is an open-source low-code platform that helps you quickly build internal tools, dashboards, CRUD apps, admin panels, and automations using a visual interface.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CertPro CPA LLC to accomplish?

• We needed SOC2 certification

SOLUTION

How did you find CertPro CPA LLC?

Referral

Why did you select CertPro CPA LLC over others?

Referred to me

How many teammates from CertPro CPA LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The consulting partner provided end-to-end guidance and operational support to help our organization achieve SOC 2 compliance. Their work covered policy development, process implementation, evidence collection, tooling setup, and preparation for both readiness and audit phases. The engagement ensured we met the Trust Service Criteria applicable to our environment, with a strong focus on Security.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Completion of SOC2 certificaiton

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team demonstrated exceptional project management throughout the engagement. They established a clear timeline at the outset, aligned all milestones with our audit schedule, and consistently delivered every item on or ahead of time. Their approach was structured, transparent, and proactive, which made the entire SOC 2 journey far smoother than expected.

What was your primary form of communication with CertPro CPA LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about the company was their reliability and consistently fast turnaround time. At every stage of the engagement, they delivered with a level of dependability that gave us complete confidence in the process. Whether we needed clarification, new documentation, or support during a critical phase, they responded quickly and provided high-quality guidance without delays.

Are there any areas for improvement or something CertPro CPA LLC could have done differently?

None

BACKGROUND

Please describe your company and position.

I am the HR Manager of Hillpine Consulting Private Limited

Describe what your company does in a single sentence.

We are a management consultting firm. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CertPro CPA LLC to accomplish?

• SOC 2
• ISO 27001
• SOC 1

SOLUTION

How did you find CertPro CPA LLC?

Online Search

Why did you select CertPro CPA LLC over others?

• High ratings
• Good value for cost

How many teammates from CertPro CPA LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work covered a complete end-to-end implementation and audit support for ISO 27001 and SOC Type 1 & 2 certification. This included conducting a gap assessment, defining required policies and procedures, guiding us through risk assessment and treatment, helping with control implementation, and preparing all necessary documentation. CertPro also supported us through internal audits, readiness checks, and liaison during the external audit process.
Key deliverables included the full ISMS documentation set, SOC compliance documentation, risk register, mandatory records, auditor-ready evidence, and successful certification completion. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The successful completion of ISO 27001, SOC 1, and SOC 2 certifications itself stands as the primary measurable outcome, demonstrating that our information security controls, risk management framework, and operational processes meet internationally recognized standards. We now have formally validated compliance across security, availability, confidentiality, and financial reporting controls. This has strengthened stakeholder confidence, reduced security and compliance risks, and improved our overall audit readiness for future assessments.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was efficient and well-structured. All key deliverables were shared within the agreed timelines, and any additional documents or clarifications we requested were addressed promptly. The team was responsive, proactive, and consistently available when needed, which made the entire process smooth and hassle-free

What was your primary form of communication with CertPro CPA LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out the most about CertPro was their deep subject-matter expertise combined with a very people-centric working style. They were always proactive, anticipating challenges, simplifying complex requirements, and guiding us with absolute clarity. Their ability to stay calm under pressure, offer practical solutions instantly, and maintain consistent communication made the entire certification journey smooth and confidence-driven. Their team felt less like an external consultant and more like an extension of ours, which is truly rare.

Are there any areas for improvement or something CertPro CPA LLC could have done differently?

The experience was excellent overall. 

BACKGROUND

Please describe your company and position.

I am the Director of KYMS Pharma

Describe what your company does in a single sentence.

We are a pharma company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CertPro CPA LLC to accomplish?

• HIPAA and CE Mark
• Regulatory Consultants

SOLUTION

How did you find CertPro CPA LLC?

Referral

Why did you select CertPro CPA LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from CertPro CPA LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CertPro assisted us in achieving compliance with both HIPAA and CE Mark requirements. Their team conducted a detailed assessment of our existing processes, identified compliance gaps, and provided end-to-end support to align our operations with applicable regulatory standards.

The engagement included document reviews, policy development, risk assessments, staff training, and guidance on technical and organizational controls to meet both U.S. healthcare data protection laws (HIPAA) and EU product safety and conformity requirements (CE Mark).

Key Deliverables:

Comprehensive gap assessment reports for HIPAA and CE Mark compliance
Development and implementation of compliance policies and procedures
Risk analysis and mitigation plan for data privacy and product safety
Awareness and training sessions for internal teams
Assistance with documentation and submission required for CE certification
Final compliance validation and readiness report

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Through CertPro’s support, we successfully achieved HIPAA compliance and CE Mark certification readiness within the agreed timeline. Their structured approach helped us close multiple compliance gaps and strengthen our internal controls around data privacy and product safety.

Key measurable results included:

• Completion of full HIPAA compliance audit with no major nonconformities
• Successful CE technical documentation review and conformity assessment
• Reduction in compliance-related risks identified during the initial assessment by over 70%
• Improved team awareness and adherence to compliance protocols through training sessions
• Enhanced trust and credibility with clients and regulatory partners
• Overall, CertPro’s process-driven approach provided clear visibility into our compliance maturity and positioned us strongly for future audits and certifications.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CertPro demonstrated excellent project management throughout the engagement. Their team followed a clear and structured timeline, ensuring every phase of the HIPAA and CE Mark compliance process was completed as planned.

They communicated proactively, provided regular progress updates, and were quick to respond whenever we had questions or needed clarifications. Even with tight deadlines, the deliverables were consistently on time and met the expected quality standards.

Overall, we found CertPro’s team to be organized, responsive, and highly professional in managing the project from start to finish.

What was your primary form of communication with CertPro CPA LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about CertPro was their deep understanding of compliance frameworks and their ability to simplify complex regulatory requirements. They didn’t just provide documentation — they took the time to explain every step, ensuring our team understood the reasoning behind each control and process.

Their responsiveness, attention to detail, and commitment to delivering practical, audit-ready solutions made the experience seamless and effective.

Are there any areas for improvement or something CertPro CPA LLC could have done differently?

Our overall experience with CertPro was excellent, and the team delivered as promised. If anything, minor improvements could be made in providing more proactive updates during the documentation phase, especially when multiple compliance tracks are running in parallel.

That said, their responsiveness and willingness to adapt quickly made the overall process smooth and efficient.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of EIM

Describe what your company does in a single sentence.

We help Tech Startup Founders with fractional GRC (Certification & Compliance) as well as Financial Operations (Bookkeeping, Accounting, Payroll, etc.)

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CertPro CPA LLC to accomplish?

Conduct ISO 27001 Surveillance Audit

SOLUTION

How did you find CertPro CPA LLC?

Referral

Why did you select CertPro CPA LLC over others?

• Pricing fit our budget
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

Conduct ISO 27001 Surveillance Audit
Key Deliverables:
Audit Report
ISO 27001 Certificate

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

CertPro created a project plan to demonstrate work progress for the duration of the project

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CertPro has been fairly responsive to our needs and has made adjustments when asked.

What was your primary form of communication with CertPro CPA LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Good value proposition

Are there any areas for improvement or something CertPro CPA LLC could have done differently?

More attention to details

BACKGROUND

Introduce your business and what you do there.

I’m a senior data scientist at Aria Intelligent Solutions. We build enterprise-grade Gen AI and Agentic AI solutions for global clients across tech, finance, healthcare, and retail. Powered by our HarmonIQ orchestration platform, we deliver scalable AI workflows, intelligent copilots, and data-driven automation with real business impact.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CertPro CPA LLC?

We needed guidance through our SOC 2 attestation process to strengthen our overall compliance posture as we scaled our Gen AI and Agentic AI solutions.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC handled our complete SOC 2 readiness and attestation support. Their role was to help us formalize controls, streamline documentation, and ensure we met all security and compliance requirements. Their scope included a detailed gap assessment, policy and process alignment, risk analysis, control implementation guidance, evidence review, and audit preparation. Key deliverables included a full gap report, updated compliance documentation, mapped SOC 2 controls, and a readiness package that streamlined our attestation process.

What is the team composition?

We worked with 2–5 teammates from CertPro CPA LLC.

How did you come to work with CertPro CPA LLC?

We found them through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We worked together between June–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our engagement with CertPro CPA LLC resulted in clear, measurable outcomes: we achieved SOC 2 attestation on schedule, reduced compliance gaps by over 80%, and formalized all required security controls. Their guidance also improved our internal documentation quality, accelerated evidence collection, and strengthened our overall security posture as we scaled our AI products.After working with CertPro CPA LLC, we saw a significant improvement in our internal documentation and evidence processes. Our policy and procedure coverage increased from roughly 60%–95%, and our evidence collection time per control dropped by nearly 40% due to the structured templates and guidance they provided. 
We also reduced back-and-forth clarification requests with auditors by more than half, thanks to clearer, standardized documentation.Beyond SOC 2 readiness, we saw several measurable improvements. Our control monitoring cycle became 30% faster, onboarding time for new security processes dropped by nearly 25%, and recurring compliance tasks that previously took days were reduced to a few hours. We also improved cross-team alignment, cutting internal review loops by about 40%, which made our overall compliance operations more efficient and predictable.

How did CertPro CPA LLC perform from a project management standpoint?

CertPro CPA LLC’s project management was excellent. They maintained clear timelines, proactive communication, and well-structured progress checkpoints throughout the engagement. They delivered everything on time, and in many cases, ahead of the expected schedule without compromising quality. Their organized approach kept the entire SOC 2 process smooth and predictable.

What did you find most impressive about them?

The most impressive aspect of working with CertPro CPA LLC was their depth of expertise combined with their responsiveness. They didn’t just provide templates — they understood our Gen AI and Agentic AI workflows and tailored the compliance approach accordingly. Their ability to simplify complex requirements, provide fast guidance, and stay consistently proactive made the entire SOC 2 journey far smoother than we expected.

Are there any areas they could improve?

They’re always improving.

BACKGROUND

Please describe your company and position.

I am an executive at Smrck

Describe what your company does in a single sentence.

Consumer electronics OEM 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CertPro CPA LLC to accomplish?

• SoC 2 audit n attestation

SOLUTION

How did you find CertPro CPA LLC?

• Online Search
• Referral

Why did you select CertPro CPA LLC over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from CertPro CPA LLC were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Compliance services

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Timely delivery, good response times, within budget, SOC 2 attestation

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes timely n professional

What was your primary form of communication with CertPro CPA LLC?

In-Person Meeting

What did you find most impressive or unique about this company?

They were very professional and honest

Are there any areas for improvement or something CertPro CPA LLC could have done differently?

None I can think of

BACKGROUND

Introduce your business and what you do there.

I’m the CBO of Aphid Inc, a software company. We provide a platform where individuals and businesses use AI bots to automate tasks, saving time and generating income within a workforce-focused ecosystem.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CertPro CPA LLC?

We needed help with compliance services for our firm. In addition, we required SOC 2 attestation.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC provided SOC 2 audit and attestation services. As per our request, they provided a final SOC 2 report.

What is the team composition?

We worked with 6 –10 teammates from CertPro CPA LLC.

How did you come to work with CertPro CPA LLC?

We found them through an online search. We chose them over other options because they had high ratings, their pricing fit our budget, they had a great culture fit, they offered good value for the cost, their company values aligned with ours, and they had a timely delivery.

What is the status of this engagement?

We worked together from October–November 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

CertPro CPA LLC created a roadmap for the project and divided it into tangible measurements based on the results that were to be provided. They ensured to stick to the agreed timelines and budgets, which were broken up based on the data compiled and mutual agreed reports that were to be generated. Every stage of the road map was closed on the final compilation of data based on our approval.

CertPro CPA LLC did a very professional job in making sure to analyze previous bits of data and utilize them to build up on follow-up information to make sure the reports were kept consistent and relevant. On the final report stage, they made sure to sanitize all the data to avoid any redundancies and for clarity.

We tracked timelines, budgets, and the gathering and clearing of relevant data to avoid any noise. We also worked backward to ensure the reports were kept consistent at all times. Overall, we improved our operations based on the reports and advice provided by CertPro CPA LLC.

How did CertPro CPA LLC perform from a project management standpoint?

They were very professional, highly dependable, and receptive to feedback. They also stuck to the promised timelines. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

CertPro CPA LLC brought a lot of domain knowledge and expertise to the table. Hence, they were able to work around any issues or queries that came up and provide a workable solution.

Are there any areas they could improve?

No, they did a superb job.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder of Bitazu Capital, a proprietary quant fund.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CertPro CPA LLC?

We needed help with compliance.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC handled the entire compliance process for my company with absolute precision. They handled the full compliance scope end-to-end — this included preparing all required documentation, drafting and reviewing policies, guiding us through every control requirement, and ensuring all reports were structured correctly. They also coordinated the entire certification process and managed the filings we needed.

What is the team composition?

We worked with 2–5 teammates from CertPro CPA LLC.

How did you come to work with CertPro CPA LLC?

We found them through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they were a great culture fit, and their company values aligned with ours.

How much have you invested with them?

The investment was confidential.

What is the status of this engagement?

We worked together from October–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The biggest measurable outcome was that we achieved full compliance without any rework or delays. CertPro CPA LLC helped us structure our internal processes, close all gaps quickly, and produce audit-ready documentation. The certification process became far smoother and faster than expected because of their preparation. Their work directly reduced our operational friction, improved internal clarity, and gave us a clean, successful compliance outcome on the first attempt.Compared to what I expected, the entire certification cycle moved at least 30%–40% faster. What usually drags on for months was wrapped up in a matter of weeks because their documentation was audit-ready from day one. Internal reviews that typically take several iterations were completed in a single pass, and we had zero back-and-forth from auditors, which is rare in my experience. The overall process efficiency was noticeably higher than anything I’ve dealt with before.We saw very clear improvements. Our internal readiness time dropped by nearly 50% because all policies, procedures, and evidence templates were standardized and easy to follow. Compliance-related backlogs went down to zero, and our team spent significantly fewer hours per review cycle since CertPro CPA LLC eliminated ambiguity and rework. Overall, our compliance workflow became far more predictable, faster, and easier to maintain.

How did CertPro CPA LLC perform from a project management standpoint?

Their project management was extremely organized and disciplined. Every phase had a clear timeline, the communication was consistent, and they tracked progress proactively. I always knew exactly what was pending and what was coming next. Most importantly, they delivered everything on time, without any extensions or last-minute surprises. The entire process felt structured and well-managed from start to finish.

What did you find most impressive about them?

The most impressive part was how deeply they understood the compliance landscape and translated that into practical, easy-to-follow guidance. Their ability to simplify complex requirements, anticipate issues before they surfaced, and keep the entire workflow frictionless was genuinely unique. They weren’t just executing tasks — they were actively improving our internal processes and making the certification journey far smoother than expected.

Are there any areas they could improve?

There was nothing they needed to improve.

BACKGROUND

Please describe your company and position.

I am the OD Specialist of MS Education Academy

Describe what your company does in a single sentence.

Group of Educational Institutions

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CertPro CPA LLC to accomplish?

• To help attain the ISO 21001:2018 Certificate
• To facilitate proper documentation per the ISO standards
• To navigate seamlessly through the ISO standards and rules

SOLUTION

How did you find CertPro CPA LLC?

Online Search

Why did you select CertPro CPA LLC over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from CertPro CPA LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Help in developing ISO Documentation, Training of Internal Auditors & Conducting External Survelliance Audits

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Successful external survelliance audits & recertification of ISO 21001 at the end of 3rd year

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The responce and support throughout the engagement was swift and prompt, Certpro team is always available whenever there is a need of any help, deliverables of their services were timely managed and are clear & effective.

What was your primary form of communication with CertPro CPA LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

CertPro team is always available to guide and help.