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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 have over 65 years combined knowledge and experience working in the co-op industry, and we currently work with more than 100 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.

Our comprehensive services include:

  • 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.

Resources

To learn more about our customized services for cooperatives, please contact Bruce Mayer.

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!

Ron Massa
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!

Kathy Parker
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!

Linda Johnson
General Manager, Wheatsfield Cooperative