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For Members

Member Referral Service

Find your next customers.

The COCPA’s Member Referral Service matches our diverse, experienced members with clients seeking top-tier CPA talent.

A $100 annual subscription to the Referral Service allows you to submit your firm to our searchable database. Potential clients can search the database for CPAs by industry and services offered, putting you directly in touch with new customers.

 
 

Eligibility Requirements

  • Your practice must be licensed by the State of Colorado to practice public accounting as an individual practitioner, a partnership, or a professional corporation.
  • Your practice must carry professional liability insurance for each practitioner, partner, and professional staff. You must provide proof of coverage in your application.
  • Your practice must agree to a waiver of confidentiality to permit the COCPA to determine from the Colorado State Board of Accountancy and the COCPA that the practice is in good standing and has no pending disciplinary actions against it. The waiver is part of the registration form.
  • Sole practitioners and owners must be members of the COCPA. If your firm does compilations, reviews, audits, and/or attestations you must be enrolled in a practice monitory program (peer review).
 

For questions about the Referral service, contact:

Stacy Svendsen

Member Services Representative
stacy@cocpa.org
3037418613
 
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