Colorado Springs, Colorado
Has a customer's security questionnaire or contract started asking for your SOC 2 report? That is what we do. SOC 2 Type I and Type II examinations for Colorado Springs technology companies, from a Colorado-licensed CPA firm a straight shot up I-25, built to hold up when their security team reads it.
Garden of the Gods & Pikes Peak. Photo: K. Mitch Hodge / Unsplash
A Colorado Firm, Not a Coastal One
Most firms ranking for SOC 2 in Colorado Springs run the engagement over video from another state. We are a Colorado CPA firm based in Westminster, about an hour and ten minutes north, and we are glad to make the drive down to Olympic City. You get the same standards a national firm applies, without the national-firm invoice or the sense that your auditor forgot you exist after kickoff.
From downtown startups to teams out by the airport and the Powers corridor, we work with Colorado Springs companies that need a SOC 2 to win and keep enterprise customers.
Up I-25 from our Westminster office to Colorado Springs
Target turnaround for a draft report after fieldwork
Partner-led fieldwork, no handoff to junior staff
Big Four (KPMG) IT audit leadership on every engagement
Your Route to SOC 2
There is no single "SOC 2 audit." There are three stops on the way up, and the right starting point depends on whether anyone has formally tested your controls yet. Here is the route most Colorado Springs teams take.
A practice run before the real thing. We line your controls up against the Trust Services Criteria, flag the gaps, and hand you a ranked list of what to fix while there is still time to fix it quietly.
Best if this is your first SOC 2, or you are not sure your controls would survive an audit.
A point-in-time opinion that your controls are designed correctly as of a single date. Often the first formal report a growing company can hand a prospect to unblock a stalled deal.
Best if a customer needs proof now and you cannot wait out a full observation window.
Evidence that your controls operated, not just existed, across a multi-month window. This is the report most enterprise buyers ultimately require, and the one you renew each year.
Best if you are selling to enterprises or already have a Type I behind you.
The climb does not end at the summit. We stay on call year-round, between engagements too, acting as a trusted advisor: a second opinion when you want one, and a heads-up when the SOC 2 guidance shifts so a change never catches you off guard at renewal.
How an Engagement Runs
We come from IT and third-party risk management, not just accounting. So we know your stack, whether it runs on AWS, Azure, or GCP, and we know exactly what your customers' security teams will ask. We get ahead of those questions and answer them in the report, before they ever land in your inbox. Here is what working with us looks like.
Scoping call
A free 30-minute call to learn your stack, your deadline, and who is asking for the report. You leave with a fixed-fee proposal.
Readiness
We help map your controls to the SOC 2 criteria and, for the Trust Services Categories in scope, confirm there are no gaps that would trip up evidence collection during the attestation. Where a control falls short, that is where we can help, independently of course. See our assurance process →
Fieldwork
Hands-on testing and evidence review, led by the partner you met at kickoff and pulled from the tools you already run.
Report
A draft about two weeks after fieldwork wraps, then we finalize and coach you on sharing it with customers.
Who We Work With
If customers trust you with their data, a SOC 2 gives them independent assurance over how you handle it, whatever your platform or environment. We audit tech with tech: if you run a GRC platform like Vanta or Drata, we work right inside it; if not, our own internal tooling tracks what evidence is needed and where we are in testing and collection. We are not tied to any single tool or GRC partnership, so the engagement fits how your Colorado Springs team already works.
SaaS & Software
B2B platforms and application providers closing enterprise deals.
Cybersecurity & MSPs
Security vendors, MSPs, and MSSPs whose customers expect them to prove it.
Fintech & Payments
Processors, lending platforms, and financial-data providers.
Healthtech
Health data platforms and vendors handling protected information.
Cloud & Infrastructure
Hosting, connectivity, and infrastructure providers running customer workloads.
Startups & Scaleups
Teams that just landed the customer who is now demanding a SOC 2.
Our pricing is structured and fixed-fee. What it costs comes down to your size, your environment, and which Trust Services Categories you put in scope, since those controls are what really drive the work. 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.
Why Work With Us
If a customer's security questionnaire or a contract clause is what sent you looking for a SOC 2, the firm you choose matters. We keep engagements small, senior, and local so nothing gets lost in a handoff.
Jordan Novak
Managing Partner
A Northern Colorado native (Loveland High, then UNC in Greeley) with a Big Four background and deep IT experience. He has been the client too, building control frameworks and taking a company through its first SOC 2 from the inside, so he leads fieldwork himself and is the one you call when you are stuck.
Tasya Novak
Managing Director
Former IT Audit Director at KPMG, where she spent more than 12 years leading SOC reporting, SOX 404 IT controls, and government audits. She keeps the work rigorous so your report holds up when a customer's security team digs in.
Frequently Asked
Cost tracks your size, your environment, and how many Trust Services Categories you put in scope. Every engagement is fixed-fee and quoted before any work starts. Use our pricing calculator or book a quick call for a number specific to your business.
Our office is in Westminster, about an hour and ten minutes north up I-25. We regularly come down to Colorado Springs for kickoffs and on-site work, and every engagement can also run entirely remotely if that is easier for your team.
A Type I usually takes one to two months from kickoff to issued report. A Type II covers an observation window of six to twelve months, and we issue the final report within five to seven weeks of that window closing.
Type I confirms your controls are designed correctly as of a single date. Type II proves those controls operated over a window of typically six to twelve months. Most enterprise customers ultimately ask for the Type II. More on our SOC 2 services →
For a first SOC 2, it is usually worth it. A readiness assessment maps your controls to the Trust Services Criteria and surfaces gaps while there is still time to fix them, before the formal audit window opens. About readiness assessments →
Yes. Today we map one control set across SOC 2, NIST CSF, and SOX ITGC, with ISO 27001 mapping on our roadmap. We map the overlap so you gather evidence once instead of repeating it for each framework.
Security is required on every SOC 2. Whether you add Availability, Processing Integrity, Confidentiality, or Privacy depends on the commitments in your customer contracts. Most SaaS teams scope Security plus Availability, and we settle the rest with you during scoping.
Ready When You Are
We are a local, Colorado-licensed CPA firm a straight shot up I-25 from Colorado Springs. Book a free 30-minute call with a partner, not a sales rep, and we will tell you which report you need and whether to start now or run a short readiness pass first.
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