Independent accountants alliance

Build Your Practice.
Grow Your Community.
Independent, Not Alone.

The Independent Accountants Alliance (IAA) supports the accounting journey of those professionals choosing an entrepreneurial accounting path.

It is dedicated to connecting Independent Accountants to one another in support of all the business, tech and operational needs they might have.

To become a participating member of the IAA, please complete the form below:

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Member Appreciation Day Presentation

Missed Paul Heffner's presentation on Member Appreciation Day? Or just want a second look to catch everything? The recording is now available—click here to watch.

Join the Conversation

With our online discussion forum Connect, you can start a topic, ask questions, and find answers with other Independent Accountants.

Recommended Resources

Suggested books, videos, websites, and more recommended by other Independent Accounts to help you develop your business.

Vendors & Services

Recommended vendors and applications to help Independent Accountants with their business and client services.

Quick Links

Useful links to external sites for policies, regulations and education surrounding becoming an Independent Accountant in the state of Colorado.

IAA Charter

Learn more about the IAA's mission, objectives, roles and annual requirements.

Connect with other Independent Accountants in our dedicated online forum. Ask questions, find answers, find referrals, and more. Start connecting!

IAA CONNECT COMMUNITY

Upcoming IAA In-Person Events

SAVE THE DATE! Quarterly Independent Accountants Alliance (IAA) In-Person Meetup in Conjunction with Women's Summit

+ Online

Upcoming Monthly Virtual Meetings

  • Thursday, June 18, 9:00 AM-10:00 AM (via Zoom meeting)
  • Thursday, July 16, 9:00 AM-10:00 AM (via Zoom meeting)

The IAA Group holds monthly online meetings on the third Thursday of every month. You must be a COCPA member to participate. These 60-minute calls cover a variety of topics pertinent to independent accountants and are highly interactive. Join the conversation! If you wish to be invited to these monthly calls, please reach out to Stacy Svendsen: stacy@cocpa.org

Recent IAA Meetings Recap

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Recent IAA Blog Posts

Trustee Red Flags and Best Practices

Accounting and Auditing
CPAs are often asked to serve as trustees — but the role carries more risk than it may appear. Learn how to spot red flags…
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Camico

Five Common Missteps in Managing CPA Liability Risk

Risk Management
Managing CPA liability risk exposures is a complex process, and it’s easy to underestimate the potential for risk along the…
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Camico

Your Clients' PPP Data Is Public — And Fraudsters Know It

Nonprofit
Imagine a vendor your nonprofit client has worked with for years calls to confirm updated banking details for an upcoming…
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Lindsay Moore
SEE ALL IAA BLOG POSTS

Recommended Resources for Independent Accountants

Business Development

Business Development

Mark LeBlanc of Small Business Success has worked with over 400 entrepreneurs on growing their business. His flagship presentation, 'Growing Your Business!' has been popular with business owners and professionals around the country.

Business Development

Mark LeBlanc of Small Business Success has worked with over 400 entrepreneurs on growing their business. His flagship presentation, 'Growing Your Business!' has been popular with business owners and professionals around the country.

Vision/Strategy

Vision/Strategy

In this book, Traction, you'll learn the secrets of strengthening the six key components of your business. You'll discover simple yet powerful ways to run your company that will give you and your leadership team more focus, more growth, and more enjoyment.

In First Things First, Stephen M. R. Covey advocates categorizing tasks by urgency and importance so that you can focus on what actually needs to be done in the limited amount of time that you have.

Scaling Up focuses on the four major decision areas every company must get right: People, Strategy, Execution, and Cash.

Professional Learning & Development
Vision/Strategy

In this book, Traction, you'll learn the secrets of strengthening the six key components of your business. You'll discover simple yet powerful ways to run your company that will give you and your leadership team more focus, more growth, and more enjoyment.

In First Things First, Stephen M. R. Covey advocates categorizing tasks by urgency and importance so that you can focus on what actually needs to be done in the limited amount of time that you have.

Scaling Up focuses on the four major decision areas every company must get right: People, Strategy, Execution, and Cash.

Professional Learning & Development

Working on the business vs. in the business

Working on the business vs. in the business

Michael Gerber's The E-Myth Accountant fills this void, giving you powerful advice on everything you need to run your practice as a successful business, allowing you to achieve your goals and grow your practice.

Working on the business vs. in the business

Michael Gerber's The E-Myth Accountant fills this void, giving you powerful advice on everything you need to run your practice as a successful business, allowing you to achieve your goals and grow your practice.

Technology

technology

technology

Intentionality

Intentionality

The ONE Thing delivers extraordinary results in every area of your life--work, personal, family, and spiritual. WHAT'S YOUR ONE THING?

Intentionality

The ONE Thing delivers extraordinary results in every area of your life--work, personal, family, and spiritual. WHAT'S YOUR ONE THING?

Time Management

Time Management

The Eisenhower Matrix, also referred to as Urgent-Important Matrix, helps you decide on and prioritize tasks by urgency and importance, sorting out less urgent and important tasks which you should either delegate or not do at all.

Parkinson's Law states that work expands to fit the time given, and overcoming it involves setting specific timelines in days and aligning projects with broader goals to avoid procrastination and trivial tasks.

Professional Learning & Development
Time Management

The Eisenhower Matrix, also referred to as Urgent-Important Matrix, helps you decide on and prioritize tasks by urgency and importance, sorting out less urgent and important tasks which you should either delegate or not do at all.

Parkinson's Law states that work expands to fit the time given, and overcoming it involves setting specific timelines in days and aligning projects with broader goals to avoid procrastination and trivial tasks.

Professional Learning & Development

Recommended Vendors & Services

Select from the following to see specific providers within each category:

Accounting Software & Payroll

Bill Pay & Receipt Collection

Document Storage & Management

Applications & Tech

Tax & SEC Reporting
Master key MBA concepts

Transforming: Tales of Business Evolution Podcast with AICPA & CIMA

"Transforming, tales of Business Evolution" is a new monthly podcast for firms of any size and scale, exploring innovative operating methods that help organizations adapt to a changing landscape. It replaces the "Small Firms Philosophy" show in 2024 and is brought to you by AICPA and CIMA's Private Companies Practice Section (PCPS).

LISTEN TO LATEST EPISODES

Quick Links

Questions?

To learn more about the Independent Accountants Alliance, contact Stacy Svendsen, Engagement and Programs Specialist:  stacy@cocpa.org | 303-741-8613.