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Financials

The Bulletproof Annual Budget Your Insurance Agency Needs
By Club Capital on October 3, 2024

As an insurance agent, managing your agency’s finances can feel like a juggling act. Between tracking commissions, paying staff, and investing in growth, it’s easy to get overwhelmed....

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Financials CFO

Cash Flow Made Easy: A Simple Approach for Business Owners
By John Hess on August 30, 2024

Understanding your cash flow doesn’t need to be complicated, and being on a cash accounting basis here at Club Capital makes understanding the Cash Flow Statement even easier. At its core,...

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Financials

Top 10 Accounting Tips for Insurance Agents to Boost Financial Success
By Micah Cannon on April 22, 2024

Just like any business, insurance agencies aim to work smarter, not harder. And a big part of that is how they handle their money matters. This is where the world of accounting for...

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Tax

A Comprehensive Guide to Tax Filing for Insurance Agents
By Micah Cannon on April 22, 2024

Tax time can be daunting, especially for insurance agents juggling various income sources and deductions. Tax filing is about reporting what you earn and making the most of deductions to...

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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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