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People Advisory

Annual Team Reviews to Growth and Rewards
By Lee Walker on January 19, 2024

As we start a new year, it's not only the perfect time for holiday festivities and reflection on personal achievements, but also an opportune moment to consider the professional growth and...

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Tax Industry News

The New Year Brings a New Reporting Requirement for Businesses
By Louisa Else, CPA on January 9, 2024

As we step into 2024, business owners face a new compliance obligation - the Beneficial Ownership Information (BOI) report. This requirement stems from the Corporate Transparency Act,...

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Case Study CFO

Improve Business Efficiency to Craft Time for Loved Ones
By Ronit Patel on January 4, 2024

Client Background A seasoned insurance agent with nearly a decade of experience was facing multiple challenges that stagnated the growth and financial stability of his agency. Despite...

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Tax Industry News

BREAKING NEWS: IRS Announces New Options for ERC Recipients
By Louisa Else, CPA on December 22, 2023

That sound you heard yesterday was the sigh of relief from tax professionals everywhere when the IRS announced their latest update on the Employee Retention Tax Credit (ERC or ERTC) as...

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People Advisory

Don't let their Menorah Oil Burn Out
By Lee Walker on December 21, 2023

In the days of Hannukah, we think about how oil burned for 8 days despite all expectations to help keep a group of people alive. While this occasion should be celebrated, we should not be...

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People Advisory

Did you wait until Turkey Day to Thank your team?
By Lee Walker on November 30, 2023

In the fast-paced world of business and collaboration, we often find ourselves focusing on goals, targets, and deadlines. It's easy to get caught up in the whirlwind of tasks and forget to...

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Celebrating Excellence: Club Capital Nominated for an Industry Award!
By Micah Cannon on November 15, 2023

We are thrilled to share some exciting news with you! Club Capital, your trusted financial growth and management partner, has been nominated for a Global Financial Market Review (GFM) Award...

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People Advisory

Halloween is Over and You’re Still Getting Ghosted?
By Lee Walker on November 7, 2023

The process of hiring the right candidate for a job can be challenging, time-consuming, and expensive. It becomes even more frustrating when job applicants suddenly disappear without a...

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Case Study CFO

Case Study: Achieving Financial Success with CFO Services
By Ronit Patel on October 17, 2023

Client Background Our client, a dedicated insurance agent with five years of experience, sought to improve his financial standing in November 2022. While his agency had been profitable in...

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