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    Club Capital Blog

    Topics

    From Backward-Looking to Strategic Growth: One Insurance Agent’s Journey with Club Capital

    The Numbers That Matter: KPIs Every Insurance Agency Should Track (And Why You Can't Afford to Ignore Them)

    Staying Ahead: Essential Tax Preparation Tips for Insurance Agencies Entering Q3

    Don't Let Summer Cash Flow Catch You Off Guard: A Financial Health Check for Insurance Agents

    NEW 6.30.25 : What Insurance Agency Owners Need to Know About the Proposed 2025 Tax Bill

    From Flying Blind to Financial Clarity: How Club Capital Transformed This Insurance Agent's Business

    Emergency Fund Planning: Building Reserves for Unforeseen Circumstances or Economic Downturns

    Why Insurance Agency Owners Must Know Their Business Numbers

    Debt Management: Smart Strategies for Growing Your Agency Without Drowning in Loans

    Case Study: Financial Reporting and Analysis For Agency Longevity

    Case Study: From Financial Chaos to Confident Decision-Making

    Case Study: How Club Capital Transformed Financial Clarity & Growth for an Insurance Agency

    Tax Planning and Compliance for Insurance Agencies: Maximize Deductions While Staying Compliant

    How to Ensure Your Insurance Agency Stays Liquid

    Insurance Agency Compensation Planning

    Expense Control: Smart Strategies for Reducing Costs in Your Agency Without Sacrificing Service Quality

    Why Every S Corp Owner Needs an Accountable Plan

    Profitability Analysis For Your Insurance Agency

    Cash Flow Management: Keeping Your Insurance Agency Financially Fit

    BOI Reporting Halted by Injunction on Corporate Transparency Act (CTA)

    UPDATED 2025 FLSA Wage Requirements - What You Need to Know

    The Bulletproof Annual Budget Your Insurance Agency Needs

    Cash Flow Made Easy: A Simple Approach for Business Owners

    Top 10 Accounting Tips for Insurance Agents to Boost Financial Success

    A Comprehensive Guide to Tax Filing for Insurance Agents

    Annual Team Reviews to Growth and Rewards

    The New Year Brings a New Reporting Requirement for Businesses

    Improve Business Efficiency to Craft Time for Loved Ones

    BREAKING NEWS: IRS Announces New Options for ERC Recipients

    Don't let their Menorah Oil Burn Out

    Did you wait until Turkey Day to Thank your team?

    Celebrating Excellence: Club Capital Nominated for an Industry Award!

    Halloween is Over and You’re Still Getting Ghosted?

    Case Study: Achieving Financial Success with CFO Services

    Club Capital's Newest Offering: People Advisory Services

    Case Study: Elevate Your Business with Our CFO Services

    8 Things You Need to Do When Changing Your Insurance Agency’s Business Address

    Auto Insurance Rates Skyrocket

    Club Capital Selected as One of the Best Firms for Technology in 2023

    Top 5 Tax Deductions for Insurance Agents

    How Insurance Agents Can Prevent an IRS Audit

    How to Recession-Proof Your Agency

    Top 5 Mistakes When It Comes to Incorporating Your Agency

    Tax Season 2023: Deadlines and the Penalties for Filing Late

    Outsourced CFO: The Secret Every Insurance Agency Needs

    A Quick Guide to Business Loans vs. Personal Loans

    5 Podcast Episodes You Need to Listen to Right Now

    5 Year-End Medical Plan Tax Deduction Strategies

    5 Powerful Tax Deduction Tips Every Insurance Agency Owner Must Know

    5 Steps to Recession-Proof Your Insurance Agency

    How Club Capital Makes Converting to an S-Corporation Easy

    What Is Working Capital And Why Is It Important For Your Insurance Agency?

    The Importance of Tax ID Numbers And How To Get One For Your Insurance Agency

    How to Contact the IRS: A Simple Guide for Insurance Agents

    Don't File Taxes For Your Business? Here's What Could Happen

    1099 Contractors vs. W-2 Employees: Which Is Best for Your Business?

    Business Travel Tax Deductions: Your Agency May Be Missing Out

    A Simple Guide to Managing Cash Flow and Making Better Money Decisions

    Bookkeeping vs Accounting What’s the Difference?

    How To Create A Business Budget That Will Keep You Accountable

    11 Top Tax Deductions for Small Businesses

    Gross Profit vs. Net Profit: What's The Difference?

    What's A Cost Segregation Study & Why Is It Important?

    How to Write Off Your Vacation as a Small Business Owner

    Section 179 Tax Deduction For Writing Off Your Vehicle

    Protect Your Business by Knowing How to Prevent Bank Fraud

    Tax Incentives for Hiring Veterans

    The Difference Between Exempt and Non-Exempt Employees

    The Importance of Meeting Minutes and Why You Need to Keep Them

    Our New Podcast Is Here! Introducing The Bottom Line

    A Simple Guide to Home Office Tax Deductions

    Do You Owe Taxes on Credit Card Rewards as a Small Business

    Introducing Our Free Financial Calendar: Seamlessly Stay Up-To-Date

    Top 7 Podcast Episodes That Will Propel Your Agency’s Growth

    Free and Easy Mileage Tracker for Your Agency

    How Sole Proprietorships Are Taxed: Ultimate Guide

    Check Out Our Updated Club Capital App [Free Mileage Tracker]

    Quarterly Estimated Taxes Explained: What Every Agency Owner Should Know

    Single vs. Married Filing Status: A Guide for Newlyweds

    Five Ways Your Credit Impacts Your Business

    Mistakes To Avoid When Registering Your Insurance Agency

    Chart of Accounts Created for Insurance Agencies | Key Metrics and Accounting

    When to Incorporate Your Insurance Agency: Factors To Consider

    Client Success Story: How We Helped Increase Productivity and Save Time

    Introducing CFO Services: What Every Insurance Agent Needs to Easily Build a Budget and Forecast

    Lease or Buy a Car: Business Tax Advantages and Considerations

    2020 Tax Refund Delayed: What to Do if You’re Still Waiting on Your Tax Refund

    An Agents Guide to Employee Retention Tax Credits

    Business Tax Records and Receipts - How Long Insurance Agents Should Keep Them

    9 Financial Metrics to Run Your Insurance Agency

    Top 5 Club Capital Podcasts for New Insurance Agents

    3 Takeaways for Agents on the New Financial Relief Package

    Making Sense of Trump's Payroll Tax Deferral

    Club Capital is named one of the 2020 Best Firms for Technology by Accounting Today

    Huge Update on PPP Loan Forgiveness!

    Announcing: The Club Capital Mobile App

    Paid Leave Guidelines from the Families First Coronavirus Response Act

    USDT & IRS Extend the Tax Deadlines Due to COVID-19 Outbreak

    Episode 21: Performance and Results

    Episode 20: Go to the Corner!

    Episode 19: 2020 Vision

    Episode 18: People, Cash, and Leading Yourself First

    Episode 17: C.A.F.E.

    Episode 16: What Your "Core Four" Values Shouldn't be

    Episode 15: Rockstars and Superstars

    Episode 14: Consistency Over Intensity

    Episode 13: One-on-One Meetings

    Episode 12: The New CEO

    Episode 11: The Handshake

    Episode 10: Energy Rhythms

    Episode 9: Yes or No

    Episode 8: Don't Miss This Moment

    Episode 7: Keep Your Eye on the Ball!

    Episode 6: Grow Your Leadership Capacity - Part 2

    Episode 5: Grow Your Leadership Capacity

    Episode 4: Sports and Business Differences (Part 2)

    Episode 3: Sports and Business Similarities

    Weekly Video Series Episode 2: The A-Team

    Weekly Video Series Episode 1: Chess or Checkers?

    Club Capital Launches Business Coaching Services

    Cash Is King! -  How To Boost Your Cash Management Skills

    4 Ways To Cut Business Costs

    4 Signs That Tell You It’s Time To Outsource Your Accounting

    Tax Benefits for Business Vehicles: How depreciation affects your actual out-of-pocket costs

    Estimated Tax Payments: How they are calculated and why you should pay them

    2018 Tax Reform Impact on Meals, Entertainment, & Travel

    The Three Financial Statements

    NOTICE: What Insurance Agents Need to Know About Their S-Corp Structure

    Tax Reform: What Insurance Agents Need to Know - NOW!

    What's the difference between a 50% and 100% meal expense?

    Expenses you can NOT deduct from your taxable income

    New Agency Starting Out Guide (download available)

    Seven Steps to Financial Automation

    How to run your agency like a well oiled machine

    Top 10 Marketing Sources Tracked by Insurance Agents

    Your Agency's Marketing Budget

    What did you learn from tax season?

    Multitask Smarter

    How to Spend $1 Million