CertPro CPA LLC

BACKGROUND

Please describe your company and position.

I am the Founder of Automation Theory, LLC

Describe what your company does in a single sentence.

We offer SaaS and service solutions in the IT industry.

OPPORTUNITY / CHALLENGE

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

ISO 27001 compliance

SOLUTION

How did you find CertPro CPA LLC?

Online Search

Why did you select CertPro CPA LLC over others?

• 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.

Our project was a greenfield ITSM implementation for ISO 27001. It included:

• Gap reporting
• Policy creation
• Control implementation
• Internal Audit
• External Audit

RESULTS & FEEDBACK

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

We achieved ISO 27001 compliance, helping us to attract clients with strict cybersecurity standards.

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

The project management was great. Our implementation timeline included some holidays and normal logistical delays, and they handled it wonderfully and kept things on track. All questions were answered promptly, and meetings were organized and efficient.

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 had pricing and packages to fit a small organization like ours (5 people). They were able to guide us through the whole process, start to finish, and no other expensive tools were required for this project.

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

A way to update the policy templates in bulk (organization name, author, reviewer, etc.) would be very helpful!

BACKGROUND

Introduce your business and what you do there.

I’m the head of platform at BuyCo, a cloud-based maritime management platform that streamlines and automates end-to-end shipping operations, improving supply chain visibility and collaboration for global sea freight.

OPPORTUNITY / CHALLENGE

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

We needed help with our ISO 27001 certification.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC conducted internal and verification audits for our BuyCo SaaS platform.

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 an online search. We chose them because they had high ratings, and their pricing fit our budget.

What is the status of this engagement?

We worked together from January–February 2026.

RESULTS & FEEDBACK

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

CertPro CPA LLC conducted audits to maintain our ISO 27001 certification.

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

They delivered everything on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

We were impressed by their clear expectations and efficiency.

Are there any areas they could improve?

There’s nothing we can come up with.

BACKGROUND

Please describe your company and position.

I am the CTO of an AI-powered legal associate company.

Describe what your company does in a single sentence.

AI Powered Legal Associate

OPPORTUNITY / CHALLENGE

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

• SOC II and ISO 27001 complaince and 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?

1 Employee

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

Compliance and Certification for ISO 27001 and SOC II Compliance Report

RESULTS & FEEDBACK

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

Timely compliance

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

Yes

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 CPA LLC was professional and very helpful

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

No

BACKGROUND

Introduce your business and what you do there.

I’m the head of platform engineering at Plumery, a cloud-native digital banking experience platform. We enable financial institutions to quickly create and customize mobile and web applications, enhancing customer experiences without disrupting core banking systems.

OPPORTUNITY / CHALLENGE

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

We needed help with our ISO 27001 and SOC 2 certifications.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC handled the entire audit process for our ISO 27001 and SOC 2 certifications.

What is the team composition?

We worked with one teammate from CertPro CPA LLC.

How did you come to work with CertPro CPA LLC?

We found them through a referral (Cypago) and chose them because they offered good value for the cost.

What is the status of this engagement?

We worked together from January–February 2026.

RESULTS & FEEDBACK

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

We received our ISO 27001 and SOC 2 certifications and a detailed report with recommendations.

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

They delivered on time. We communicated via virtual meetings, email, and messaging apps.

What did you find most impressive about them?

Everything was great about working with CertPro CPA LLC.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Please describe your company and position.

I am the Tech Lead of an IT company 

Describe what your company does in a single sentence.

It's a tech service based company 

OPPORTUNITY / CHALLENGE

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

• Seo

SOLUTION

How did you find CertPro CPA LLC?

Online Search

Why did you select CertPro CPA LLC over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget

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 team was responsible for completing the SOC 2 Audit.

RESULTS & FEEDBACK

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

Good 

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

It's was good

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

Virtual Meeting

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

CertPro CPA LLC's commitment and results were commendable.

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

None in mind 

BACKGROUND

Introduce your business and what you do there.

I'm the director of DataTile, an automated research intelligence platform with interactive dashboards. We enable fast, secure data analysis and collaboration for businesses to quickly turn data into actionable insights.

OPPORTUNITY / CHALLENGE

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

We needed help with an ISO 27001 audit.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC was our auditor. They paid close attention to the specifics of our business. As the principal, they guided us through the certification process, focusing on both the process's formality and the value it delivers to our business. The team delivered an audit report and the certificate.

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?

They were referred to me. We chose them because their pricing fit our budget and they offered good value for the cost.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together in December 2025.

RESULTS & FEEDBACK

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

We were impressed with CertPro CPA LLC's speed, succinctness, and directness. We finally got the certificate. The team professionally leveraged our ISMS, minimizing manual reporting and time consumption for our team.

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

They were perfect, persistent, and strictly on schedule. We communicated via virtual meetings and email or messaging apps.

What did you find most impressive about them?

We were impressed with their systematic work and speed.

Are there any areas they could improve?

No, there weren't any.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of product and technology at Courseplay, an AI-powered employee experience platform that helps enterprises manage learning, career development, performance, and talent growth through a unified suite of tools and mobile apps.

OPPORTUNITY / CHALLENGE

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

We needed help with a SOC 2 Type II audit.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC conducted a SOC 2 Type II audit on controls relevant to security, availability, and confidentiality.

What is the team composition?

We worked with one teammate from CertPro CPA LLC.

How did you come to work with CertPro CPA LLC?

They were referred to me. I chose them because they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We worked together in January 2026.

RESULTS & FEEDBACK

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

CertPro CPA LLC delivered the SOC 2 Type II audit report on time.

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

They delivered on time. We communicated via virtual meetings, email, and a messaging app.

What did you find most impressive about them?

CertPro CPA LLC's timely communication was impressive.

Are there any areas they could improve?

No, everything was good.

BACKGROUND

Introduce your business and what you do there.

I’m the operations manager of Latinlingua. We provide translation and transcreation services to multinational companies, helping them create stronger and more relevant consumer experiences across different markets.

OPPORTUNITY / CHALLENGE

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

We needed help with our ISO 27001 certification.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC conducted an initial audit for our ISO 27001 certification. They assisted us by providing a list of required evidence and subsequently a list of missing evidence for compliance. The team also provided feedback on how some information needed to be presented in the audited documents.

What is the team composition?

We worked with one team member from CertPro CPA LLC.

How did you come to work with CertPro CPA LLC?

They were referred to me. I chose them because they offered good value for the cost.

What is the status of this engagement?

We worked together from December 2025–January 2026.

RESULTS & FEEDBACK

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

We received the certification we were seeking to obtain. We also passed the audit.

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

CertPro CPA LLC delivered on time. We communicated via virtual meetings, email, and messaging apps.

What did you find most impressive about them?

I was impressed with the speed at which everything was processed.

Are there any areas they could improve?

No, everything was great.

BACKGROUND

Introduce your business and what you do there.

I’m the Head of Ecosystem Building at iSHARE Foundation. We’re a nonprofit that governs and promotes the iSHARE framework, enabling organisations to share data securely and transparently while maintaining full control and compliance.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CertPro CPA LLC to accomplish for the iSHARE Foundation?

We hired CertPro CPA LLC for an ISO 27001 certification audit.

SOLUTION

Can you describe the scope of work CertPro CPA LLC handled for your project at the iSHARE Foundation?

CertPro CPA LLC has handled the audit process and delivered an audit report and certificate.

What is the team composition?

We’ve 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 because their pricing fit our budget, they were a great culture fit, they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We started working together in January 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We’ve achieved the final certification. The audit process has led to improvements in our organization's procedures and compliance posture. We continue to comply and make changes and improvements regularly.

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

We communicate via email and messaging apps.

What did you find most impressive or unique about them?

Nothing specific.

Are there any areas they could improve?

No, there aren’t any.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of a B2B wealth technology SaaS platform.

OPPORTUNITY / CHALLENGE

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

We needed help auditing our first ISO 27001 and GDPR compliance certifications.

SOLUTION

What was the scope of their involvement?

CertPro CPA LLC provided us with a complete external audit of our ISO 27001 and GDPR compliance. The team delivered detailed reports, recommendations, and certificates of compliance.

What is the team composition?

We didn’t work with a specific team from CertPro CPA LLC.

How did you come to work with CertPro CPA LLC?

Someone referred CertPro CPA LLC to me. I chose them over other options because they had high ratings, their pricing fit our budget, and they were referred to me.

What is the status of this engagement?

We worked together from August 2025–January 2026.

RESULTS & FEEDBACK

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

We received strong feedback during audits, which resulted in tighter controls and higher compliance.

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

CertPro CPA LLC delivered on time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

CertPro CPA LLC’s efficient communication and high skills were impressive.

Are there any areas they could improve?

I didn’t think there was anything they could improve on.