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Chart of Accounts Created for Insurance Agencies | Key Metrics and Accounting
By Club Capital on March 24, 2022

Club Capital is the largest accounting and advisory firm for insurance agency owners in the country. For our clients, that means working with dedicated account managers who have extensive...

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When to Incorporate Your Insurance Agency: Factors To Consider
By Club Capital on February 25, 2022

Most insurance agency owners start out as either an LLC or a sole proprietor. One of the most common questions we receive from insurance agency owners is when they should incorporate the...

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Case Study

Client Success Story: How We Helped Increase Productivity and Save Time
By Club Capital on February 16, 2022

Our goal was for Chris to spend less time on accounting and more time doing the work he loves.

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Tax

Introducing CFO Services: What Every Insurance Agent Needs to Easily Build a Budget and Forecast
By Club Capital on February 3, 2022

If you’re an insurance agent, you know the feeling of wearing multiple hats at the office. You’re in charge of all facets of the business as the CEO, COO, VP of Sales, and, yes, even the...

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Tax

Lease or Buy a Car: Business Tax Advantages and Considerations
By Club Capital on January 20, 2022

If you’re looking to purchase a new car you may be wondering what the tax benefits and disadvantages are between buying and leasing a car. There are several factors you should consider in...

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Tax

2020 Tax Refund Delayed: What to Do if You’re Still Waiting on Your Tax Refund
By Club Capital on January 11, 2022

If you are still waiting on your 2020 tax refund, you are not alone. The IRS announced on December 23, 2021, that over 6 million individual returns have not been processed.

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Club Capital is named one of the 2020 Best Firms for Technology by Accounting Today
By Club Capital on June 10, 2020

We are excited to announce that Club Capital has been named one of the 2020 Best Firms for Technology by Accounting Today!

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Huge Update on PPP Loan Forgiveness!
By Club Capital on June 4, 2020

Legislation passed Wednesday, April 3rd, significantly increases the likeliness of full loan forgiveness for many small business owners. Read on to find out the latest updates on PPP...

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Episode 19: 2020 Vision
By Club Capital on January 21, 2020

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