Cooperatives

Together we’ll create opportunities

As you grow, so do your needs. Drawing on more than 50 years of experience serving more than 250 cooperatives, CLA is well positioned to help your organization grow and prosper in today’s increasingly competitive landscape.

We’re committed to addressing what matters most to you:

• Keeping current on accounting, tax, and other financial issues
• Planning for income taxes, equity retirement, and patronage vs. nonpatronage activities
• Exploring expansion opportunities through mergers and acquisitions
• Monitoring risk
• Increasing profitability and/or operational efficiency

Thanks to that half-century of experience, our team can assist a variety of different types of cooperatives, including:

• Agribusiness cooperatives
• Electric cooperatives
• Family pork producers
• Financial cooperatives
• Grain elevators
• Marketing cooperatives (including dairy, grain, fruits, and vegetables)
• Mutual insurance companies
• Purchasing cooperatives
• Supply cooperatives (including farm supply, retail, and wholesale distribution)
• Worker-owned cooperatives

Experience our client-focused approach

We understand the cooperative business model, bringing our own perspective to the daily challenges and opportunities your business faces. Whether it’s agricultural supply, purchasing, marketing, distribution, or another form of cooperative enterprise, our team of professionals can help.

CLA offers valuable insights, and develops techniques and tools specifically tailored to meet your needs and help you succeed. In addition to a deep understanding of cooperative accounting and taxation, our people know the changing rules, regulations, and standards that directly impact your business.

Services for cooperatives

Accounting, assurance, and tax

• Accounting
• Audit and assurance, including financial statement preparation
• Employee benefit plans
• Outsourced payroll and bookkeeping
• Research and development (R&D) tax credit
• Sustainability and ESG
• Tax planning and compliance, including complex cooperative taxation

Cooperative consulting services

• Cost and manufacturing consulting
• Cost segregation studies
• Enterprise risk management
• Fixed asset study
• Forensic accounting and fraud investigation
• Forensic auditing
• Fraud risk management
• Grain inventory valuation, measurement, and accounting
• Internal controls review
• Inventory and gross margin management
• M&A advisory and investment banking
• Operations analysis and risk management
• Pension plan audits and evaluations
• Technology consulting and outsourcing
• Transaction support
• Utility studies to claim sales and use tax exemptions

Private client tax and wealth advisory

• Business succession and estate planning
• Investment management

Securities products, merger and acquisition services, and wealth advisory services are provided by CliftonLarsonAllen Wealth Advisors LLC, a federally registered investment advisor and member FINRA, SIPC.