How to Invoice as a CPA / Accountant in Colorado

How to invoice as a cpa / accountant in Colorado: CO sales tax 2.90% (services usually exempt), late fees capped at 1.5%/mo under Colo. Rev. Stat. Β§5-12-101. Step-by-step guide with a free template.

State sales tax
2.9%
Late fee cap
1.5%/mo
Net terms
30 days
Deposit
50%

1. Colorado-specific invoice requirements

  • Sales tax line: 2.90% state rate. Most services rendered in Colorado are exempt from sales tax β€” but materials, parts, and tangible goods are not. State 2.9%; home-rule cities add their own (combined commonly 7-10%).
  • Late-fee cap: Colorado statute Colo. Rev. Stat. Β§5-12-101 caps interest on unpaid invoices at 1.5% per month. Spell out the rate in writing on every invoice and in your contract β€” courts won't enforce undisclosed fees.
  • Right-to-cancel notice: Customers in Colorado get 72-hour cancellation rights on certain home-services contracts. Disclose this in your terms.

2. CPA / Accountant line items + standard terms

Every cpa / accountant invoice in Colorado should itemize work clearly. Standard cpa / accountants use Net 30 terms with a 50% deposit required upfront.

  • Tax return β€” individual β€” billed by flat.
  • Tax return β€” business β€” billed by flat.
  • Bookkeeping monthly β€” billed by flat.
  • Hourly advisory β€” billed by hour (~$235 default).

3. CPA / Accountant licensing in Colorado

CPA license required for attest services and the CPA designation. EAs licensed federally to represent before IRS.

4. Send and follow up

Send the invoice the same day work completes. Use software that records open events and offers a one-click online payment so you don't need to chase a check by mail. Colorado customers expect digital payment options today β€” accepting card and ACH typically reduces days-to-paid by 30–50%.

Average invoice
$1,850
State
CO
Net terms
30 days
Deposit
50%

Colorado metro guides

Metro-specific guides include the combined sales-tax rate and local pricing benchmarks.

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