SOC 1 / SSAE 18 Audit (Type I & Type II) - Fixed-Fee CPA Firm

Sage Audits LLP is a licensed CPA firm that performs SOC 1 examinations under SSAE 18 - Type I and Type II - for service organizations whose systems affect their clients' financial reporting.

If your customers' auditors are asking for a SOC 1, it is because your platform sits inside their internal control over financial reporting. That covers payroll processors, payment and billing platforms, claims administrators, loan and lease servicers, transfer agents, data centers hosting financial applications, and a growing set of SaaS platforms that quietly became part of someone's revenue or expense cycle. A SOC 1 Type I opines on whether your controls are suitably designed as of a point in time; a Type II opines on whether they operated effectively across a period. We work with you to define the control objectives and the system boundary before fieldwork begins, so the report answers the questions your clients' auditors are actually going to ask.

How we work. Fieldwork is partner-led and performed by senior US-based practitioners with former Big Four audit experience - not first-year staff learning on your engagement - and that work is separated from the signing partner by an independent quality review before any report is issued. We help you write control objectives that map to the transaction flows your clients rely on, test the underlying evidence directly, and draft complementary user entity controls specific enough for your clients' auditors to rely on.

AWS environments. Most of our clients run their processing on AWS, and we test the controls you actually operate there: AWS IAM and identity federation, role and permission boundaries, Amazon VPC segmentation and security groups, Amazon EC2 and Amazon EKS hardening and patching, Amazon S3 and Amazon RDS encryption and key management through AWS KMS, logging and monitoring through AWS CloudTrail, Amazon CloudWatch, AWS Config, and AWS Security Hub, plus batch job monitoring, data integrity controls, backup and recovery, and change management across your account structure. That means less time explaining your architecture to your auditor and more time processing transactions.

What you get. A scoping call and a fixed, all-in fee agreed before fieldwork starts. A readiness or gap assessment first if you are not yet ready to be tested - we document the gaps and the remediation each one calls for, and your team implements them, which is what preserves our independence for the examination that follows. The examination itself, with a single point of contact who is a decision-maker. A SOC 1 report, plus year-round audit advisory support as your systems and processes change. And help putting the report to work once you have it, in sales conversations and client onboarding.

Pricing. Pricing is based on your specific requirements, including the number of control objectives, system complexity, and the reporting period. Contact us through this listing to request a private offer.

Sage Audits LLP was founded in 2024 and serves clients nationwide from Colorado.