COCPA

What COCPA does

COCPA (legally the Colorado Society of Certified Public Accountants) is a nonprofit professional membership association founded in 1904 that serves more than 6,000 licensed CPAs and accounting professionals across Colorado. Its portfolio centers on four member-facing pillars: (1) continuing professional education via a catalog of 1,000+ courses and events annually, including 550+ free on-demand courses delivered through the Surgent-powered "CPE on the House" program; (2) peer community through the COCPA Connect online forum, Tax Study Groups, the Technology Users Group, the Independent Accountants Alliance, and the DE&I Committee; (3) advocacy and pipeline development through CPA-PAC, state legislative monitoring, and the affiliated Educational Foundation scholarship program; and (4) member benefits, including the tiered Preferred Partner program (CAMICO, CPACharge, Xero, TaxDome, Journey Payroll, Integrated Partners, Verifyle, and others), recognition programs such as CPAs Make a Difference and Women to Watch, and the quarterly NewsAccount magazine.

Operationally, COCPA runs on the SailAMX Association Management Platform, which underpins its member portal, event registration, CPE catalog, and community forums. The organization also administers the AICPA Peer Review program for firms in Colorado, New Mexico, and Washington — a quasi-regulatory function that extends its reach beyond its membership base. Headcount is reported in the 11–50 range, with the headquarters located at 720 S Colorado Blvd, Suite 500N, Glendale, CO (relocated to a dedicated member workspace in July 2025).

The revenue model is a hybrid of recurring membership dues (annual billing for the primary Fellow Member tier), event and CPE fees (with non-member Tax Study Group pricing at $50 per session and discounted member rates), and Preferred Partner sponsorship across Special/Platinum/Gold/Silver tiers. The most recent named recognition signal is the inclusion of 19 COCPA members on the Forbes 2026 Best-in-State CPAs list. COCPA is governed by an elected member Board of Directors, with the 2026-27 board term beginning May 1, 2026. The organization is privately held as a nonprofit, with no disclosed parent company, external investors, or public revenue figures.

Name

COCPA

Legal name

Colorado Society of Certified Public Accountants

Website

https://cocpa.org

Company type

Private

Founded year

1904

Operating status

Operating

Headcount range

11–50 employees

Short description

COCPA (Colorado Society of Certified Public Accountants) is a nonprofit professional membership association serving over 6,000 Colorado CPAs through continuing education, peer community, advocacy, and preferred-vendor benefits, operating since 1904.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Professional Organizations (813920), Professional Organizations (81392)

SIC

Services-Membership Organizations (8600), Services-Educational Services (8200)

akta.pro industry

PRIMARYEDADACAF

Continuing Education (CE/CPD) & Provider Accreditation Bodies

Education/Education Administration, Accreditation & Policy/Accreditation Bodies (Institutional & Programmatic)

Keywords

• Continuing professional education
• CPA membership association
• Professional development CPA
• Accounting peer review
• Professional advocacy services

Headquarters

HQ city

Glendale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Membership Dues: COCPA generates primary revenue through annual membership dues from over 6,000 accounting professionals across Colorado. Membership provides access to CPE courses, networking events, advocacy services, and preferred partner discounts.
2. CPE and Event Fees: Revenue generated from CPE courses and professional events. Non-members pay $50 for Tax Study Group sessions while members receive 550+ free Surgent courses through CPE on the House benefit and discounted access to 1,000+ courses and events annually.
3. Preferred Partner Sponsorships: Preferred partners (CAMICO, Xero, TaxDome, Journey Payroll & HR, Integrated Partners, and others) provide sponsorship revenue through tiered partnership levels (Special Partner, Platinum, Gold, Silver), offering exclusive discounts and visibility to COCPA members.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

COCPA is a nonprofit professional membership association serving more than 6,000 Colorado CPAs since 1904. It sells annual memberships that bundle continuing professional education (1,000+ courses annually, including 550+ free on-demand Surgent courses), online peer community access through COCPA Connect, advocacy representation, peer recognition programs, preferred partner discounts, and AICPA Peer Review administration for firms in Colorado, New Mexico, and Washington.

Product overview

COCPA (Colorado Society of Certified Public Accountants) is a professional membership organization serving over 6,000 accounting professionals, offering a suite of member services organized around learning, community, recognition, and advocacy. The core offerings include the CPE Catalog with over 1,000+ courses annually and 550+ free on-demand courses through CPE on the House (powered by Surgent), and COCPA Connect — an online peer community forum. Members also access a Preferred Partners Program providing exclusive discounts on services like Verifyle, CAMICO, CPACharge, TaxDome, and Xero; signature events including PEAK (Colorado Accounting and Finance Summit) and the CPAs Make a Difference Awards Gala; and professional communities such as the Independent Accountants Alliance (IAA), Technology Users Group (TUG), Tax Study Group, and DE&I Committee with its See Me/For Me event series. Additional programs include the Peer Review Program, Career Development Resources, and CPA-PAC advocacy efforts. The portfolio is not a unified software platform but a collection of membership services, events, and community programs delivered through the SailAMX association management platform.

Differentiator

Problem solved

Functional benefit

Products and services

• CPE Catalog / CPE on the House Continuing Professional Education catalog offering 1,000+ live and on-demand courses annually, including 550+ free on-demand courses through CPE on the House powered by Surgent, available to COCPA members to fulfill their annual CPE requirements.
• COCPA Connect Online peer community forum enabling COCPA members to ask questions, share knowledge, and engage in topic-specific discussions across tax, technology, industry, emerging professionals, DEI, and independent accountant channels.
• Preferred Partners Program Vetted partner program offering exclusive member discounts and resources from partners including Verifyle (secure document sharing), CAMICO (malpractice insurance), CPACharge (payments), TaxDome (practice management), and Xero (accounting software).
• PEAK - Colorado Accounting and Finance Summit Annual flagship conference bringing together Colorado accounting and finance professionals for learning, networking, and professional development, offering 16 CPE credits at PEAK 2026.
• CPAs Make a Difference Awards Annual peer-nominated awards program honoring Everyday Heroes and Women to Watch among Colorado CPAs, celebrated at the CPAs Make a Difference Gala.
• Independent Accountants Alliance (IAA) Community supporting independent accountants on entrepreneurial paths, providing peer connection, business development resources, recommended vendors, and monthly virtual meetings.
• Technology Users Group (TUG) Monthly online forum for technology-focused CPAs to discuss technology topics, share resources, and host presentations on emerging tech trends affecting the profession.
• Tax Study Group Virtual community offering monthly roundtable discussions for sole practitioners and small-to-medium CPA firms on the latest tax issues, available in 1-hour Wednesday and 2-hour Tuesday formats; $50 per session for non-members.
• See Me/For Me Event Series Virtual event series spotlighting personal experiences related to diversity, equity, and inclusion issues, broadening participants' perspectives on DE&I challenges and opportunities in the profession.
• Peer Review Program AICPA Peer Review program administered by COCPA for firms in Colorado, New Mexico, and Washington, ensuring quality in accounting and attestation services.
• NewsAccount Magazine Quarterly member publication covering AI in accounting practice, Colorado tax law updates, member spotlights, and profession news, exclusive to COCPA members, including free CPE credit for reading.
• Career Development Resources Career Center job board, LeadFit leadership programs, Coaching Collaborative, and professional development guidance for member career growth.
• CPA-PAC Political action committee supporting legislation and building champions for the accounting profession in Colorado state government.

Quantifiable outcome

• Members can earn all 40 required CPE credits through COCPA, with most available free through CPE on the House benefit
• +2 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Twelve partnerships are on record, tiered core, platinum, silver and gold.

• SurgentcoreTechnology or IntegrationSurgent provides the CPE on the House platform offering 550+ free on-demand CPE courses included with COCPA membership. This partnership represents a core member benefit providing significant value and cost savings for members to fulfill annual CPE requirements.
• CAMICOcoreOthersCAMICO is the exclusive provider of Professional Liability Insurance for COCPA members and operates as a Platinum Preferred Partner. CAMICO offers coverage, guidance, and tools built specifically for CPAs, providing malpractice risk reduction and cyber coverage.
• XeroplatinumTechnology or IntegrationXero is a Gold Preferred Partner offering cloud-based accounting software with automated workflows and real-time collaboration. COCPA members receive access to Xero's platform as part of the preferred partner program.
• TaxDomeplatinumTechnology or IntegrationTaxDome is a Silver Preferred Partner providing all-in-one practice management software for tax, bookkeeping, and accounting professionals. The platform enables firms to streamline workflows, manage client experience, and scale operations from a single hub.
• Journey Payroll & HRsilverTechnology or IntegrationJourney Payroll & HR is a Silver Preferred Partner providing modern payroll services backed by relationship-focused customer service. COCPA members receive preferred pricing on Journey's payroll and HR solutions.
• Integrated PartnerssilverStrategic or Co-development PartnerIntegrated Partners is a Silver Preferred Partner enabling CPA firms to expand into wealth management with a proven model that allows firms to retain ownership and control while growing revenue through financial planning services.
• InfinitiHRsilverTechnology or IntegrationInfinitiHR is a Silver Preferred Partner providing scalable payroll, benefits, and risk management solutions. The partnership helps CPAs focus on growth while InfinitiHR handles HR compliance and administration.
• McGuire SponselgoldImplementation/ SI/ Consulting PartnerMcGuire Sponsel is a Gold Preferred Partner offering audit-tested specialty tax solutions including cost segregation, R&D tax credits, and fixed asset depreciation services that expand CPA firm capabilities.
• Your Part-Time Controller (YPTC)silverTechnology or IntegrationYPTC is a Silver Preferred Partner providing flexible, expert nonprofit financial support that enables organizations to focus on their mission while COCPA members receive access to YPTC's fractional controller services.
• CPAChargeplatinumTechnology or IntegrationCPACharge is a Platinum Preferred Partner providing secure payment processing solutions for accounting firms. Members receive faster payment collection through credit, debit, and ACH payments.
• VerifylecoreOthersVerifyle is designated as a Special Partner providing ultra-secure document sharing, messaging, and digital signature technology for COCPA members. The partnership addresses secure communication and document management needs for CPA practices.
• AICPAcoreStrategic or Co-development PartnerCOCPA administers the AICPA Peer Review program for firms in Colorado, New Mexico, and Washington, ensuring quality in accounting and attestation services. COCPA also participates in AICPA initiatives including CITP credential resources and CPE programming.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Illinois CPA Society (ICPAS): Mid-sized state CPA society running CPE, advocacy, peer review administration, and member communities for Illinois CPAs — directly comparable charter.
• CSCPA (Connecticut Society of CPAs): Mid-sized state CPA society running CPE, advocacy, and peer communities for Connecticut CPAs. Closest analogue in membership scale to COCPA's ~6,000 member base.
• CalCPA (California Society of CPAs): Largest U.S. state CPA society; operates CPE, advocacy, member benefits, and a peer review administration program on the same nonprofit membership model.
• FICPA (Florida Institute of CPAs): Florida state CPA society providing CPE, member benefits, advocacy, and peer review — closely comparable in scale and operating model to COCPA.
• Texas Society of CPAs (TXCPA): Texas state CPA society delivering CPE, advocacy, and member engagement. Direct state-society peer with overlapping charter-type mission.
• NYSSCPA (New York State Society of CPAs): Large state CPA society with CPE, advocacy, member communities, and peer review administration — directly comparable structure to COCPA.
• MACPA (Maryland Association of CPAs): State-society peer offering CPE, networking, advocacy, and member benefits to Maryland CPAs. Same nonprofit membership model, similar size band, and overlapping product structure.

Broad incumbents

• American Institute of CPAs (AICPA): National CPA membership association; COCPA operates as a state-level affiliate/administering agent of AICPA programs (notably Peer Review across CO/NM/WA). Overlaps heavily in CPE, advocacy, and member benefits, but serves all U.S. CPAs rather than a single state.

Emerging players

• Becker Professional Education: National CPE and CPA Exam prep provider selling directly to CPAs and firms — adjacent competitor that commoditizes the standalone CPE learning layer COCPA wraps with community.
• Surgent CPE & Accounting: National CPE content and exam-prep platform that powers COCPA's "CPE on the House" benefit; also sells direct-to-CPA subscriptions, making it both a key supplier and a partial competitor to COCPA's CPE delivery.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/colorado-society-of-cpas
• Xx.com/COCPAs
• Facebookfacebook.com/cocpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about COCPA