Business Document - Model/Template

Worker Cooperative Chart of Accounts (COA) Sample

Year: 
2022

Whenever a business makes a transaction, whether it’s purchasing equipment, taking out a loan, or paying a utility bill, it should be tracked and recorded in a chart of accounts (COA). Doing so helps keep finances organized and supports sharing financial information with worker-owners. To help worker cooperatives track transactions properly Wholehearted Bookkeeping has developed chart of accounts samples for LLCs and corporations.

Pro Forma Template

Author(s): 
Joe Marraffino
Year: 
2015

This pro forma template is intended to aid cooperative entrepreneurs (and the developers who serve them) in making a preliminary financial assessment of their worker cooperative startup.  Many worker cooperative startups are learning business finances for the first time. This tool offers a framework to think about their business and some labor-saving, pre-built Excel formulas.

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