SOC 1 Audits by Sage Audits LLP
Your clients trust you with their financial data. Can you prove your controls work?
A SOC 1 report (issued under SSAE 18) is an independent audit of the controls at your organization that could affect your clients' financial statements. It's how you prove to their auditors that you've got it handled.
Not sure if SOC 1 applies to your business? Take the 5-question quiz first →
Who needs a SOC 1 report?
If your service touches your clients' financial records, their auditors will eventually ask for this report. Here are the five most common service categories.
Fintech
Payment processors, lending platforms, and financial data aggregators.
Payroll and HR
Payroll processors and HR platforms that handle wage, benefit, and tax data.
TPAs
Third-party administrators managing benefits, claims, and pension plans.
Loan Servicing
Mortgage and loan servicers handling collections, escrow, and reporting.
Financial SaaS
Software that processes or hosts data material to clients' financial statements.
Licensed CPA Firm
Colorado License FRM.5000785
AICPA Member Firm
Accredited for SOC engagements
CPA · CISSP · CISA · CRISC · CITP
Audit and security credentials
Westminster, Colorado
Serving clients nationwide
Why it matters now
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.
Learn what a SOC 1 report actually covers6–12
months of controls coverage for a Type 2 report
SSAE 18
the current professional standard governing SOC 1 audits
5
major industries that routinely receive audit requests for SOC 1
1
report that satisfies all of your clients' auditors at once
Download the 2026 SOC 1 Readiness Checklist
Know exactly where your controls stand before the audit starts. This checklist covers the five most common control areas tested in SOC 1 engagements.
Your checklist is on its way. Check your inbox.
While you wait: take the 5-question quiz to confirm exactly which SOC report your situation calls for.
No spam. One email with the checklist and that's it.
5-Question Quiz
Not sure if you need SOC 1 or SOC 2?
Answer five questions and get a clear recommendation. No jargon, no sales pitch.
Take the SOC 1 vs. SOC 2 Quiz