20 Minutes from Boulder via US-36
SOC 2 Audit Services in Boulder
SOC 2 Type I and Type II examinations for Boulder Valley B2B and B2C SaaS. Colorado-licensed CPA firm headquartered in Westminster, a short drive up the Diagonal.
- Colorado-licensed CPA firm (FRM.5000785)
- Flat-rate engagements scoped upfront
- Draft report within 2 weeks of fieldwork
Not sure if you need a SOC 2?
Take our free 2-minute assessment. Instant results, no email required.
Take the AssessmentBuilt for Boulder's Tech Mix
Big Four Training. Boutique Firm Pricing.
We are a local firm, and we act like one. We drive out to Boulder, meet your team in person, work on your timeline, and give you genuine advice backed by Big Four training and a real background in tech. For B2B SaaS companies, compliance is not optional: enterprise buyers require it, investors expect it, and the longer it takes, the more deals sit in limbo. We are built to be a local partner that grows with a startup, we price competitively for the value we deliver, and we help you get there without cutting corners.
Modern Boulder tech stacks have a familiar shape: cloud workloads on AWS, Azure, or GCP; releases moving through CI/CD; identity and access centralized in Okta or Entra ID; endpoints managed through MDM. Our partners come out of Big Four IT audit and have built and maintained control environments from the operator side, so the scoping conversation moves quickly and we ask the right questions.
Jordan Novak, CPA
Managing Partner, Sage Audits
Colorado SOC Compliance Firm
Colorado Licensed. Boulder Valley Served.
Sage Audits is a Colorado CPA firm accredited by the AICPA to issue SOC Reports. We are based in Westminster, and the partner on your scoping call is the one running your engagement. Happy to meet at your Pearl Street, Gunbarrel, Flatiron Park, or Interlocken office.
Licensed and insured AICPA CPA firm. Authorized to issue SOC 1 and SOC 2 Reports under AICPA SSAE No. 18.
Licensed CPA Firm
Colorado Firm License FRM.5000785. Authorized to issue SOC Reports under AICPA SSAE No. 18, not a consulting shop or compliance platform.
Direct Access to Senior Leadership
You work directly with the partner running your engagement. No layers of account managers or handoffs to junior staff mid-fieldwork.
Transparent, Predictable Pricing
Every engagement is scoped and quoted before work begins. You know the total cost on day one, useful when you are running a tight pre-Series-A burn or a grant-funded research budget.
Fast Turnaround
Draft report within two weeks of fieldwork completion. When a Boulder enterprise deal is gated on the report, that timeline matters.
SOC 2 Explained
What is a SOC 2 compliance audit?
A SOC 2 is an independent report that shows customers and partners how seriously your company takes protecting their data. A licensed CPA firm reviews your controls under AICPA standard SSAE No. 18 and reports on how they measure up across the Trust Services Categories: Security (required), Availability, Processing Integrity, Confidentiality, and Privacy.
A Type I report describes how your controls are designed at a single point in time. It is often the first step for companies pursuing SOC 2 and a stepping stone toward Type II.
A Type II report tests whether those controls operated effectively over a defined period, typically 6 to 12 months. Most enterprise buyers require Type II for ongoing assurance.
Importantly, SOC 2 is not a certification or a checklist. It is an independent CPA opinion based on direct testing of your controls, your policies, and the evidence your team produces during the examination period.
Signals you probably need a SOC 2
- An enterprise prospect has asked for the report before they will sign
- Security questionnaires are slowing or blocking deals in your pipeline
- A renewal contract has added a SOC 2 clause
- Your board, investors, or auditors are asking when one will be in place
- You handle customer data and your competitors already have one
- You are preparing for a Series A or B and want compliance ready before pipeline matures
Boulder SOC 2 Engagements
SOC 2 Type I and Type II for Boulder Organizations
The right report depends on your timeline, your customers' requirements, and where you are in your compliance journey.
Learn about our processBoulder riders build a season in three blocks: a tune-up spin, one timed run up Flagstaff to see where you stand, then months of holding the form you built. SOC 2 follows the same arc, and each stage sets up the next.
- The Tune-Up Ride
Readiness Assessment
4 to 8 weeks
An easy-pace pass over the whole course before anything counts. We map your controls to the Trust Services Criteria, surface the gaps, and hand you a ranked remediation list to work through quietly, before any audit clock starts.
Best if this is your first SOC 2, or you are not sure your controls would hold up under testing.
See how readiness works - First Timed Climb
SOC 2 Type I
1 to 2 months
Your first effort against the clock: a point-in-time opinion that your controls are designed correctly as of a single date. The fastest formal report you can put in a prospect's hands when a deal is stalled in security review.
Best if a signed deal is waiting on proof and you cannot sit out a full observation window first.
Compare Type I and Type II - Race Season
SOC 2 Type II
Typically 6 to 12 months
Going hard once is easy; holding form is the sport. Type II tests that your controls operated across an observation window, as short as 3 months for a first report, and it is the one enterprise buyers ultimately require, renewed each year.
Best if enterprise security teams sit in your pipeline, or a Type I is already behind you.
More details on Type II
The season rolls over; it never really ends. Think of us as the coach a rider keeps through the winter: the partner who signed your report stays reachable year-round, whether a customer is pushing on scope or a new tool changes a control, and if the AICPA revises SOC 2 guidance we walk you through what it means for your program well before your renewal.
Not sure which report fits your timeline?
Compared all three above and still weighing it? Answer a few quick questions and we will point you to Readiness, Type I, or Type II, based on your customers and your timeline.
Get Your
Custom Quote
Our pricing is structured and fixed-fee. What drives it is the complexity of your environment, the key vendors that support your system, and the commitments you have made to customers, along with how you want those aligned to the Trust Services Categories you put in scope. Share a few details about your situation and we will follow up personally, usually with a quick call, to walk through scope and get you a clear fixed quote you can plan around.
Real numbers, a real conversation with a qualified CPA. No obligation.
Boulder Valley's Technology Sector
Serving Boulder's Technology Community
From horizontal B2B SaaS to the deep-tech and life-sciences companies clustered along the US-36 and Diagonal corridors, we work across the full spectrum of Boulder's technology sector.
B2B SaaS & Cloud
Foundry, Techstars, and bootstrap SaaS founders moving from product-market fit into enterprise sales.
Marketing & MarTech
CDPs, attribution platforms, email and ad-tech, and analytics tools handling first-party customer data at scale.
Fintech & Payments
Payment processors, lending platforms, billing infrastructure, and financial data providers.
HR & People Tech
Payroll, benefits, recruiting, performance, and workforce platforms processing employee PII for enterprise customers.
Data & Analytics
Data platforms, BI tools, ETL providers, and AI/ML SaaS handling customer datasets under tight confidentiality requirements.
Aerospace & Space Tech
Boulder and Longmont aerospace cluster: satellite operators, ground-station software, and space data platforms.
Climate & Cleantech
Grid software, telemetry platforms, carbon accounting, and energy-data SaaS serving utilities and Fortune 500 buyers.
Biotech & Life Sciences
Bioinformatics, lab software, and digital health platforms handling protected research and patient data.
Early-Stage Startups
Seed and Series A companies preparing for their first enterprise security review or fielding security questionnaires for the first time.
Serving Boulder, Longmont, Louisville, Lafayette, Erie, Niwot, Superior, and the entire Boulder Valley.
Ready to Get Started?
Whether you need a readiness assessment, SOC 1, or SOC 2 Report, we will scope an engagement around your timeline and goals.
Connect with an ExpertWhat to Expect
How the Engagement Works
Every engagement is partner-led and fixed-fee. We are used to working with B2B tech stacks and know the right questions to ask so your report meets the expectations of your customers and their security teams.
Scoping Call
Free 30-minute call. We learn your stack, timeline, and customer requirements. You receive a fixed-fee proposal with no surprises.
Readiness Assessment
We map your controls to the Trust Services Criteria, identify gaps, and deliver a prioritized remediation roadmap before the audit clock starts.
Fieldwork & Testing
Independent control testing, walkthroughs, and evidence review. Partner-led throughout, no handoffs to junior staff at this stage.
Report Delivery
Draft report within two weeks of fieldwork completion. You review, we finalize, and you receive guidance on sharing the report with customers and prospects.
SOC 2 Frequently Asked Questions
Answers to the questions we hear most from Boulder Valley technology companies evaluating a SOC 2 engagement.
SOC 2 audit costs depend on scope, organization size, and the number of Trust Services Criteria selected. Sage Audits works on fixed-fee engagements quoted before any work begins. Use our pricing calculator or schedule a free scoping call for a specific quote.
Not always for the round itself, but the enterprise customers your post-A growth plan depends on will almost always require it. Most Boulder SaaS founders we work with target a Type I before or during Series A, then run a Type II observation window through the year following the round so they have a current report by the time enterprise pipeline matures. Take our 2-minute assessment →
No. We are headquartered in Westminster, about 20 minutes from Boulder via US-36, and we are happy to meet Boulder Valley clients in person when it is helpful. All engagements can also be conducted entirely remotely. We work with technology companies across Colorado and nationwide.
A SOC 2 Type I assesses whether your controls are suitably designed as of a specific date. A Type II tests whether those controls operated effectively over an audit period of typically 6 to 12 months. Most enterprise buyers require a Type II report. Learn more about our SOC 2 services →
Yes. We work with Vanta, Drata, Secureframe, TrustCloud, and other compliance automation platforms commonly used by Boulder SaaS startups. We perform independent testing procedures and collect evidence efficiently through your existing tools. See how we use technology in our audits →
The most common signals: an enterprise prospect is asking for the report before signing, your security questionnaire backlog is blocking deals, an existing customer contract has added a SOC 2 clause at renewal, or your board or investors are asking when one will be in place. If any of those are true, the right next step is usually a readiness assessment to map your current state against the Trust Services Criteria before you commit to an audit period. Start with a readiness assessment →
It depends on what you have promised your customers. If your customer agreements include uptime SLAs, disaster recovery commitments, or stated recovery time and recovery point objectives, your customers are looking for assurance over those commitments and Availability is usually the right call. If your customers do not contract for uptime and rely on you only to keep their data secure, Security alone may be sufficient. The simplest test: read your top customers' MSAs and security questionnaires. If availability shows up there, it should show up in your SOC 2 scope. We help you make that call during scoping. Schedule a free scoping call →
Ready to Start Your SOC 2 Journey?
Book a free 30-minute consultation with a partner. No sales pitch, just an honest look at your situation and what makes sense for your timeline.