The AICPA Systems and Organization Controls SOC 2 framework isn’t just a report for compliance. It shows your customers that you’re serious about protecting data and managing risk. But that value depends on who you choose to audit it. The right partner makes a real difference.
1. Consistency matters
SOC 2 evaluates how your controls work over time. It isn’t a one-time snapshot. A good audit partner tests whether your practices are actually holding up. That kind of assurance takes real effort from both sides.
2. Clear communication builds trust
The SOC 2 report is more than just a pass or fail. It includes a detailed system description (Section 3) and control testing results (Section 4). A strong audit firm helps explain what matters in a way your customers can understand and trust.
3. Focused on your real risks
Every company is different. A good auditor helps tailor the report to reflect what your customers care about—not just the framework. That makes it a useful tool for building trust and supporting growth.
What to Look For in an Audit Partner
Audits are easier when you’re working with the right people. A good audit firm supports your team, respects your time, and brings the experience needed to do the job well.
✔️ Hands-on experience
Your auditor should understand how systems and controls work in the real world. SOC 2 requires more than templates and checklists. Online tools and SaaS systems exist to help you streamline your compliance. Are they looking at the right systems? Are you monitoring your systems the right way to meet your objectives?
✔️ Strong communication
Timely updates and clear expectations are key. Your audit partner should help keep things moving, not slow you down. They also should be keeping you updated on the process throgout.
✔️ Efficient tools
At Sage Audits, we use an online platform to help manage requests, organize documentation, and reduce friction. It keeps everyone aligned and saves time. Uploading evidence and taking screenshots can become a burden. Managing all the requests, doesn’t have to be painful.
✔️ Proper qualifications
Only licensed CPAs can issue SOC 2 reports. Make sure your firm is independent and qualified to issue assurance reports that your customers will trust. Registered firms that have experience in testing and ask the right questions your customers care about will ultimately help you gain customer trust.
At Sage Audits, We Work With You
We know audits can be overwhelming. Our goal is to make the process smoother, more understandable, and less stressful. We stand beside you with practical guidance—not just paperwork.
Whether it’s your first SOC 2 or a renewal, we’re here to help you get through it confidently and with real value. – Jordan Novak, Managing Partner
