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
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.
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.
Collecting and assembling financial data into a report with no assurance of its validity.
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
“Wegner CPAs helped to get our books in order, trained me in some basic accounting practices, and provided us with so much knowledge and experience with cooperatives and tax rules. After many years of struggling with this stuff, it’s a relief to have a solid accounting system in place and CPAs that understand the ins and outs of cooperative corporations. It is truly a valuable service to our organization, and I thank you on behalf of our board and our members.”
Executive Director, Raise-Op Housing Cooperative
"Normally when you hear the word “Audit” certain feelings come to mind, but with Wegner CPAs they make our annual audit not only an enjoyable experience but a learning experience as well. I actually look forward to the audit knowing we are well taken care of with Wegner CPAs!"
President and CEO, Phoenix Cooperative
"We have always received excellent, timely service from Wegner CPAs, and the quality of their work is superb. Many thanks to Wegner CPAs for the great work!"
Finance Coordinator, Madison Community Cooperative
"We have relied on Wegner CPAs’ expertise to help us navigate through our first patronage dividend in 2006 and to advise us on the financial aspects of our expansion to a new store in 2009. Wegner CPAs’ staff is a pleasure to work with, and I know I can count on them to complete the work on time and on budget!"
General Manager, Wheatsfield Cooperative
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.
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.