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Cooperatives

Industries | Cooperatives

Meeting the Evolving Needs of Cooperatives

At Wegner CPAs, we have a long track record of working with cooperatives, providing a range of specialized professional services to help them maintain solid financial footing.

Our firm has a dedicated, expert team that serves cooperative clients exclusively. We work with cooperatives across the country, including food, purchasing, housing, and worker co-ops.

Our team includes nationally recognized experts in the field who stay up-to-date on cooperative organization trends, industry challenges, and best practices. For added peace of mind, members of the Wegner CPAs’ leadership team belong to the National Society of Accountants for Cooperatives.

Ways We Can Help

AUDIT

Testing, verifying, and reporting on financial information for the highest level of assurance. In addition to reporting on the financial statements, our audit examines the cooperative’s internal controls and makes recommendations for improvements.

Review

An analysis of financial information using inquiry and analytical procedures, resulting in a report that provides more limited assurance of the financial statements than an audit.

Compilation

Collecting and assembling financial data into a report with no assurance of its validity.

Tax Returns

The preparation of federal and state income tax returns and the delivery of tax planning services as needed.

Bookkeeping & Controllership Services

Options may include maintaining accounting records, writing checks, payroll, deposits of receipts, and calculating patronage dividends.

Other Agreed-upon Procedures

Special additional services as needed, such as analysis of internal controls, review of governing documents, and development of patronage dividend systems.

From Our Clients

Talk with an Expert

To learn more about our customized services for cooperatives.

View All Services

Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.

Resources

We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.