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Referral Service

For $100 per year, you may place your name in the Referral Service. Potential clients visit the COCPA website and search for a CPA under the Find A CPA, which happens to be one of the top ten most frequently accessed areas of our Web site. Potential clients visit the COCPA website and search for CPAs under Find A CPA. They can search by industries served and/or services offered. The result is a listing of firms matching the search. By subscribing to the Referral Service, your name can be on the list. 

To be eligible for the Referral Service, you must meet the following 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). 

Please fill out the registration form by following the link below. Once complete, please contact Stacy Svendsen (303-741-8613) in the Member Services department to provide payment and proof of professional liability insurance.