No guesswork. Just audit readiness.
We help SaaS and tech companies prepare for SOC audits, strengthen IT controls, and build compliance programs that hold up under scrutiny.
Prefer email or a call first? info@sageaudits.com · +1 (303) 578-8093
A licensed CPA firm · Credentialed in practice, not just on paper
01 · Sound Familiar?
Why companies call us
Most conversations start with one of these four situations. If yours does too, you are in the right place.
A customer is asking for SOC 2, and there is no roadmap
Your customer wants a SOC 2 report and you have no idea where to start. We map the path from where you are to a clean report.
The last audit was rough
You just got through a difficult audit cycle and need to fix what broke before the next one begins.
Nobody owns compliance
Your team is stretched thin and compliance keeps falling through the cracks. We carry it so your engineers can build.
SOX testing needs independent hands
You are a public company that needs SOX ITGC testing support, and your team lacks the bandwidth or the independence to do it internally.
Who we work with
SaaS companies facing their first SOC 2 · public companies needing SOX ITGC support · SMBs building compliance from scratch · IT MSPs looking for a GRC co-delivery partner · teams scaling compliance alongside growth
02 · Our GRC Services
What we help with
Practical consulting and advisory work focused on getting your compliance program where it needs to be.
Audit Readiness and SOC Prep
Gap assessments, control mapping, evidence collection guidance, and remediation planning before the auditors arrive.
Gap assessments, control mapping, evidence collection guidance, and remediation planning before the auditors arrive.
02Risk and Control Assessments
ITGC and application control evaluations scoped to your environment, with recommendations your team can implement.
ITGC and application control evaluations scoped to your environment, with recommendations your team can implement.
03SOX Co-Sourcing / ICFR 404
ITGC and application control testing, scoping, and documentation for public companies, coordinated with your external auditors.
ITGC and application control testing, scoping, and documentation for public companies, coordinated with your external auditors.
04Internal IT Audit Co-Sourcing
Skilled IT audit professionals working as an extension of your internal audit team. Independent perspective without the overhead.
Skilled IT audit professionals working as an extension of your internal audit team. Independent perspective without the overhead.
05Business Continuity and DR Planning
Business continuity and disaster recovery plans, impact analysis, testing, and training so your team knows what to do when something breaks.
Business continuity and disaster recovery plans, impact analysis, testing, and training so your team knows what to do when something breaks.
06IT Governance Policy Development
Custom policies and procedures aligned with SOC 2 trust services criteria, SOX requirements, and how your company operates.
Custom policies and procedures aligned with SOC 2 trust services criteria, SOX requirements, and how your company operates.
03 · Our Approach
How we work with your team
01
Discovery call
Thirty minutes on your situation, your timeline, and whether we are the right fit. If we are not, we will say so.
02
Scoping and planning
A defined scope, a fixed plan, and named people. You know exactly what we are doing and when it lands.
03
Hands-on execution
We do the work alongside your team: assessments, documentation, testing, remediation. Not slide decks from a distance.
04
Deliverables and handoff
Clear documentation your auditors will accept and your team can maintain after we step back.
When the auditor walks in, you will know exactly where you stand.
That is the only outcome we work toward. No surprises. No last-minute scrambling. A 30-minute call is enough to know if we are the right fit.
Book a Free Consultation04 · What Sets Us Apart
Why GRC teams choose Sage Audits
- Practical advice, no fluff
- We know what auditors look for because we are auditors. You get direct guidance informed by real audit experience, not slide decks that go nowhere.
- Big Four background, boutique flexibility
- Deep experience from large-scale engagements without the bureaucracy, the staffing roulette, or the slow response times.
- Deep technical credentials
- CPA, CISM, CISSP, CISA, CRISC, and CITP on the team. We understand Microsoft 365, Azure, AWS, and Google Cloud, not just the compliance checkboxes.
- Built for SaaS and tech environments
- Cloud infrastructure, CI/CD pipelines, SaaS platforms: we work in the kinds of environments you run every day.
- Part of your team, not above it
- Whether you are an IT MSP filling the GRC gap for your clients or an internal team that needs capacity, we show up as an extension of your organization.
- US-based, nationwide reach
- Headquartered in Westminster, Colorado, working with clients across the United States. The responsiveness of a local firm with the reach of a national practice.
05 · Third-Party Risk
Your vendors are part of your control environment
Every vendor touching your systems or data carries risk your compliance program needs to account for. SOC reports give you visibility into their controls, but collecting them and filing them away is not the same as understanding what they say or what they leave out.
Reports carry scope limitations, subservice organization carve-outs, and controls your team is responsible for running. Left unread, those gaps become your audit finding.
SOC report scope review
We read vendor reports for what they include and what they exclude. Scope limitations, subservice carve-outs, and period coverage are where most reviews stop short.
Complementary user entity controls
CUECs are controls the vendor's opinion depends on you running. We identify every CUEC and map them to what your team is doing today.
Exception analysis
Testing exceptions in SOC reports are routinely overlooked. We flag them, assess relevance to your environment, and tell you whether follow-up is required.
Vendor risk program development
We build vendor management programs with risk tiering, review cadences, and documentation that satisfies SOC 2 vendor management criteria at audit time.
06 · The Firm
Backed by a licensed CPA firm, not a content team
Sage GRC is the consulting and advisory practice of Sage Audits LLP, a licensed independent CPA firm (Colorado license FRM.5000785). The same standards of rigor and accountability that govern our formal SOC 1 and SOC 2 attestation work stand behind every consulting engagement.
Jordan Novak leads the practice with a Big Four IT audit background and hands-on experience in SOC reporting, ITGC assessments, and GRC program development across Microsoft 365, Azure, AWS, and Google Cloud environments.
CPA · CISM · CISSP · CISA · CRISC · CITP
Get in Touch
Ready to talk?
Book a free 30-minute consultation and we will walk through your situation, your timeline, and what it would take to get where you need to be.