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
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Built for Boulder's Tech Mix

Big Four Training. Boutique Firm Pricing.

Boulder is not a generic tech market. It is biotech and life-sciences companies handling research and protected health information, alongside B2B SaaS founders moving from product-market fit into enterprise sales. We built Sage Audits to evaluate the actual control environments those companies run, not a generic audit checklist.

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.

On the Ground in Boulder Valley

Westminster to Boulder, ~20 min

Direct US-36 access. Easy on-site days at your office, no flights, no overnight billable hours

Boulder, Longmont, Louisville, Lafayette

On-site fieldwork available across the Boulder Valley and the entire 36 corridor

Fully Remote Available

Engagements can run 100% remotely if your team is distributed

Same Time Zone as Your Team

No East-Coast firm calling Boulder at 6am for status checks

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.

AICPA SOC for Service Organizations seal

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 3 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
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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 process
Recommended for First-Time SOC

Readiness Assessment

Identifies control gaps and delivers a remediation roadmap before the audit clock starts.

2 to 4 weeks

Best for

  • First-time SOC organizations
  • Teams unsure if controls are audit-ready
Learn More
Point in Time

SOC 2 Type I

Confirms controls are suitably designed as of a specific date. Typically follows a readiness assessment.

Approximately 1 to 2 months from kickoff to report

Best for

  • Unblocking an enterprise pilot or first paid customer
  • Stepping stone toward Type II during Series A or B
More Details on Type I
Period of Time

SOC 2 Type II

Tests whether controls operated effectively over an audit period of 3 to 12 months.

Report issued within 1 month of period end

Best for

  • Demonstrating continuous compliance to enterprise buyers
  • Annual renewals after the first Type I

Typical next step after your first Type I.

More Details on Type II

Not sure which report fits your timeline?

Our free 2-minute assessment gives you a personalized recommendation. No email required.

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Transparent Pricing

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Custom Quote

Our interactive calculator gives you a transparent estimate based on your organization's size, scope, and compliance requirements. Submit your information and receive a custom quote within 1 business day. No guesswork, no surprises.

Calculate Your Price

What the Estimate Covers

  • SOC 1 or SOC 2 audit scope
  • Organization size and complexity
  • Readiness assessment, if needed
  • Advisory or consulting add-ons
  • Delivered to your inbox, 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.

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What 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.

Local to Boulder Valley

We Can Come to You

A scoping call can usually answer most of your questions, but some conversations are easier in a room together. Walking through your stack diagram, sketching the boundary of the system on a whiteboard, and meeting the team that will be answering evidence requests for the next several months are all easier face to face. We are 20 minutes down US-36 in Westminster, and we are happy to come to you on Pearl Street, in Gunbarrel, in the Flatiron Park or Interlocken area, or wherever your team works. The partner running your engagement is in the room, not a salesperson handing you off afterward.

Prefer remote? That works too. Every engagement can be conducted entirely remotely.

On-site Meetings

We will come to your Boulder, Longmont, Louisville, or Lafayette office to discuss your SOC 2 engagement in person.

Remote Engagements

Full engagements conducted remotely for distributed teams or companies anywhere nationwide.

Direct Partner Access

Questions during the engagement go directly to the partner leading your audit, not a support queue.

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 offers fixed-fee engagements starting around $15,000 for Type I and $20,000 for Type II. 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 3 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.