CO-OP EXPERTS

Columinate Financial Services

Help your grocery business Evolve, Update, and Thrive

Our consultation is always in sync with your strategy

Learn about how Columinate Financial Services is helping retailers of all sizes build strong financial systems.

Tailored Services

We know Cooperatives, we know Finance

Accounts Payable Services

Record all transactions, Weekly Invoice processing, Process all disbursements, Reconcile vendor statements and issues,
merchant services

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Accountant

Period Closing, Reconcile bank accounts and GL, Process inventory, depreciation, Adjust debt, Accrue expenses, taxes and payroll, Reconcile member file, financial statements and KPIs, Review performance, Tax, Audits and reviews

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Fractional CFO

Operating and capital budgets, Forecasting, Review performance, insights and best practices, Support tax filing, Facilitate annual audit or review, Participate in board meetings as needed

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CO-OP EXPERTS

Columinate Financial Services: let us take the cost out of the work

Enjoy the benefits of a fully-staffed accounting office without having to recruit and hire for it!

CFS will:

Leverage NCG’s Common Chart of Accounts (CCOA) and other standardized systems, including reporting templates and emerging Next Level systems
Reduce the cost and complexity of financial management, preserve or enhance quality, and ensure consistency across co-ops
Free up time and resources so NCG member co-ops can focus on operational growth and competing to win in the grocery marketplace

Trusted with +100 Million in client transactions.

How it Works

The combination of standardized systems and trained and focused staff will create the opportunity to drive costs out of the system.

CFS uses standardized systems customized for NCG members, like the NCG Common Chart of Accounts.
CFS takes responsibility for attracting, training and retaining a top-notch, mission-aligned accounting team devoted to meeting your needs.
CFS’s singular focus (serving NCG member co-ops) will contribute to its efficiencies and innovations.

Steps to Success

Contact + Assessment

30%

Data Gathering

50%

Transition Period

70%

GO LIVE

100%

FAQs

How does the “onboarding” process you mention work?Kelly Kristl2025-05-27T20:45:04+00:00

How does the “onboarding” process you mention work?

Joe Doura will lead an assessment process to determine what’s needed to keep going with a contract and scheduling of a “go live” date.

What happens to my current accounting staff?Kelly Kristl2025-05-27T20:45:15+00:00

What happens to my current accounting staff?

That’s up to you! You’ll have an opportunity to assign them to other parts of your operation. The CFS Champion, a 10-20hr/wk position will be all that’s needed once you’re on board.

Who is already using CFS?columinatefs2025-05-27T20:45:25+00:00

Who is already using CFS?

Moscow, Belfast, Detroit PFC, GreenTree, Gem City, Weaver Street Market (custom, FCFO only)

Who will I work with?columinatefs2025-05-27T20:45:36+00:00

Who will I work with?

We’ll build your team as part of the onboarding process. Initially, you’ll work with Joe Doura, Onboarding Specialist.

What is the relationship with NCG?columinatefs2025-05-27T20:45:47+00:00

What is the relationship with NCG?

NCG is providing financial and project development support as part of NCG’s Next Level initiative. Ben Nauman, Leila Wolfrum, Pamela Reeves and Brian Ripley have provided invaluable input and feedback. The relationship with NCG staff will be even more important as CFS begins to add more NCG member clients in 2025 and beyond.

What is the relationship with Columinate?columinatefs2025-05-27T20:46:03+00:00

What is the relationship with Columinate?

CFS is a business unit of Columinate.

Meet our amazing team

Our team is dedicated to helping your business grow

We have headquarters in Tucson, AZ, with remote staff throughout the US. We strive to create a hybrid workplace that centers people and fosters cooperation.