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....
Continue ReadingAs 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....
Continue ReadingUnderstanding 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,...
Continue ReadingJust 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...
Continue ReadingTax 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...
Continue ReadingAs 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...
Continue ReadingAs 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,...
Continue ReadingClient 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...
Continue ReadingThat 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...
Continue ReadingIn 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...
Continue ReadingClub Capital provides the best monthly accounting, tax, and CFO services for insurance agency owners
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