Your clients trust you with their financial data. Prove your controls work.
A SOC 1 report is an independent audit of the controls at your organization that could affect your clients' financial statements. It's how you show their auditors that you have it handled.
- Licensed CPA firm
- AICPA member
- Fixed-fee pricing
Not sure SOC 1 applies to you? Take the five-question quiz
Five industries hear this request first
If your service touches your clients' financial records, their auditors will eventually ask for this report. These are the most common service categories.
See the breakdown by industryWithout a SOC 1, every client audit lands on your desk
Client auditors are required to assess the controls at every service organization that affects financial reporting. If you don't have a SOC 1 report, they have to perform their own procedures at your site. That's a burden you don't want to put on clients.
A SOC 1 report removes that friction. It shows enterprise prospects you're audit-ready and often becomes a requirement to win or keep major accounts.
See what a SOC 1 report covers6–12
months of controls coverage in a Type 2 report
SSAE 18
the professional standard governing SOC 1 audits
5
industries that routinely receive SOC 1 requests
1
report that satisfies all of your clients' auditors at once
You work directly with the person who signs the opinion
Sage Audits is an intentionally small CPA firm in Westminster, Colorado. Jordan Novak (CPA, CISSP, CISA, CRISC, CITP), a former Big Four IT auditor, does the fieldwork himself. No associate-to-senior-to-manager-to-partner review pyramid.
Real walkthroughs with your control owners, phased testing across the audit period instead of a year-end evidence dump, and fixed-fee pricing.
Book a scoping call
Jordan Novak
Managing Partner
The 2026 SOC 1 readiness checklist
Know exactly where your controls stand before the audit starts. The checklist covers the five control areas most commonly tested in SOC 1 engagements.
Your checklist is on its way. Check your inbox.
While you wait: take the five-question quiz to confirm exactly which SOC report your situation calls for.
No spam. One email with the checklist and that's it.
Practitioner writing on SOC and IT audit
July 2, 2026
SOC 1 vs SOC 2: Which Report Does Your Company Actually Need?
SOC 1 covers financial reporting controls; SOC 2 covers security and trust. A Colorado CPA firm explains which report your clients are actually asking for....
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June 25, 2026
An Opinion You Can’t Buy: Independence in Auditing
Auditor independence does not usually trend. This year it did. A wave of recent headlines around automated, templated SOC 2 reports, including allegations...
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May 1, 2026
SOC 2 Trust Services Categories: Do You Need Privacy or Just Confidentiality?
Do you need the Privacy category, Confidentiality, or both? What each one requires, and how to decide without over-scoping your SOC 2.
Read the post
“Your auditor's opinion is worth exactly nothing if they have a financial stake in you passing.”
Jordan Novak, Managing Partner · from An opinion you can't buy: independence in auditing
Not sure if you need SOC 1 or SOC 2?
Answer five questions and get a clear recommendation. No jargon, no sales pitch.
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