Licensed CPA Firm

SOC Reporting Services

Big Four expertise. Tech-driven audits. We deliver SOC 1, SOC 2, and readiness assessments that build trust with your customers and hold up under due diligence.

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Why It Matters

What SOC reports actually do for your business

SOC reporting and attestation services go beyond compliance, driving real business outcomes across trust, transparency, and security.

Remove the Procurement Barrier

Enterprise buyers require a SOC report before signing. A completed audit turns "we're working on it" into a signed contract, without stalling the deal.

Build Trust That Scales

Give customers and stakeholders clear, controls-based evidence of how you operate and protect their data, backed by independent attestation from a licensed CPA firm.

Verified, Not Assumed

Demonstrate control effectiveness across availability, confidentiality, processing integrity, and privacy, verified by a licensed CPA firm, not a self-assessment.

Understanding SOC

What is a SOC report?

A SOC (System and Organization Controls) report is an independent attestation issued by a licensed CPA firm that evaluates whether a service organization has effective controls in place to protect customer data and meet its service commitments.

SOC reports are governed by AICPA standards and are the recognized standard for demonstrating trust, transparency, and operational integrity to customers, prospects, and regulators.

Why does my company need one?

Enterprise buyers require a SOC report before signing contracts or granting data access
Eliminates repetitive security questionnaires and accelerates your sales cycle
Provides independent verification that controls are designed and operating effectively
Gives customers confidence their data is protected by a controls-based framework

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Know the Difference

SOC 1 vs. SOC 2

Both are independent attestations issued under AICPA standards by a licensed CPA firm. The difference is what they cover and who they are for. Most technology companies need a SOC 2. Organizations whose services impact customer financial reporting typically need a SOC 1.

Learn about SOC 1 Learn about SOC 2

SOC 1

Financial Reporting Controls

Focuses on controls relevant to a customer's internal control over financial reporting (ICFR). Common for payroll processors, plan recordkeepers, loan servicers, and IT infrastructure providers in financial services.

Common for: Payroll, benefits admin, loan servicing, financial IT infrastructure

SOC 2

Security & Trust Controls

Evaluates controls across the AICPA Trust Services Criteria: security, availability, processing integrity, confidentiality, and privacy. The standard for technology companies that store or process customer data.

Common for: SaaS, cloud infrastructure, managed services, data platforms

Choose Your Starting Point

Type I vs. Type II

The right report depends on your timeline, your customers' requirements, and where you are in your compliance journey. Most companies start with a Type I to unblock deals, then move to Type II for ongoing assurance.

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Type I

Point-in-Time Design

Evaluates whether controls are suitably designed as of a specific date. Answers the question: are the right controls in place?

Timeline: Approximately 1 to 2 months from kickoff to report

Type II

Operating Effectiveness

Tests whether controls operated effectively over a period of 3 to 12 months. Carries more weight with enterprise buyers and is typically required for ongoing commitments.

Timeline: Report issued within 1 month of period end

Also Available

Need something more targeted?

Agreed-upon procedures (AUP) engagements offer independent verification of specific processes or controls without a full SOC report. Common uses include compliance spot-checks, M&A due diligence, and third-party contract reviews.

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How It Works

Our Audit Process

Every engagement follows a structured, phased approach. You always know where things stand, what is next, and what is expected.

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Scoping & Planning

Week 1-2

We discuss your services, systems, control objectives, subservice organizations, and target report date. You receive a detailed engagement plan and request list.

Readiness Assessment Optional

Week 2-4

For first-time engagements: we identify control gaps, map controls to objectives, and deliver a prioritized remediation roadmap before fieldwork begins.

Fieldwork & Testing

Engagement period

Evidence collection, control testing, and interviews. We schedule around your operational peaks and work directly with control owners throughout.

Report Delivery

~2 weeks after fieldwork

You receive a polished report reviewed for consistency, accuracy, and clarity. We debrief on findings and coordinate with your clients' auditors as needed.

Ongoing Support

Year-round

We stay involved after report delivery, helping with auditor questions, control updates, and keeping you ready for the next audit cycle.

Choose Your Engagement

Readiness, SOC 1 & SOC 2

Start Here

SOC Readiness Assessments

A structured gap analysis before your observation period begins. We identify control gaps so you can remediate issues before fieldwork starts, not during it.

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Financial Controls

SOC 1 Reporting

Independent examination of controls relevant to user entity financial reporting. CPA-attested assurance that your controls are suitably designed and operating effectively under SSAE 18.

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Security Attestation

SOC 2 Reporting

The security attestation trusted by enterprise buyers. SOC 2 examinations cover the AICPA Trust Services Criteria. Type I or Type II, scoped to your environment and delivered on your timeline.

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Rethinking the IT Audit Experience

Big Four training. Boutique access. An end-to-end perspective that makes the difference.

Meet the Team

Tasya Novak, Managing Director, Sage Audits

Focused on IT Assurance

From SOC 1, 2, and 3 to SOX, our niche is IT audit. We understand risk, controls, and how to make compliance work for you.

Real World Expertise

With experience across Big Four firms and in-house internal audit roles, our team understands audits from both sides, with technical certification backed by practical insight. Meet the team →

Built for Business

No cookie-cutter compliance. Our audit process is designed around your operations, timelines, and goals because efficient audits begin with alignment. See how it works →

Client First Approach

Our assurance services help you gain insight into your security posture and build confidence with stakeholders. We use technology to streamline the process without sacrificing quality.

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 using our tailored approach.

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