--- title: Club Capital Blog (2) description: Club Capital Blog from the largest accounting & advisory firm for insurance agents in the country. (2) image: https://blog.club.capital/hubfs/Accounting%20%20Tax%20%20CFO%20%20People%20Advisory%20(3).png --- [Skip to content](https://blog.club.capital/page/2#content) [![](https://blog.club.capital/hs-fs/hubfs/CC%20Logo_Transparent%20Small%20Size.png?width=1000&height=188&name=CC%20Logo_Transparent%20Small%20Size.png)](http://www.club.capital) - Industries - [Insurance](https://club.capital/industries/insurance/) - [Youth Soccer](https://club.capital/industries/youth-soccer/) - Solutions - [Monthly Accounting](https://club.capital/solutions/monthly-accounting/) - [Tax Service](https://club.capital/solutions/tax-service/) - [CFO Services](https://club.capital/solutions/cfo-services-for-your-business/) - [Digital Marketing Services](https://club.capital/solutions/digital-marketing-services/) - Resources - [Our Company](https://club.capital/our-company/) - [Testimonials](https://club.capital/testimonials/) - [Webinars](https://club.capital/webinars/) - [Partnerships](https://club.capital/partnerships/) - [Referral Program](https://club.capital/referral-program/) - [Est-Tax-Payments](https://club.capital/est-tax-payments/) - [Podcast](https://club.capital/podcast/) - Blogs - [Small Business Finance Blog](https://blog.club.capital/) - [Youth Sports Finance Blog](https://blog.club.capital/sports) - [Marketing Blog](https://blog.club.capital/club-capital-marketing-blog) [Client Login](https://club.capital/client-login/) [Schedule a Demo](https://club.capital/schedule-a-demo/) - Industries - [Insurance](https://club.capital/industries/insurance/) - [Youth Soccer](https://club.capital/industries/youth-soccer/) - Solutions - [Monthly Accounting](https://club.capital/solutions/monthly-accounting/) - [Tax Service](https://club.capital/solutions/tax-service/) - [CFO Services](https://club.capital/solutions/cfo-services-for-your-business/) - [Digital Marketing Services](https://club.capital/solutions/digital-marketing-services/) - Resources - [Our Company](https://club.capital/our-company/) - [Testimonials](https://club.capital/testimonials/) - [Webinars](https://club.capital/webinars/) - [Partnerships](https://club.capital/partnerships/) - [Referral Program](https://club.capital/referral-program/) - [Est-Tax-Payments](https://club.capital/est-tax-payments/) - [Podcast](https://club.capital/podcast/) - Blogs - [Small Business Finance Blog](https://blog.club.capital/) - [Youth Sports Finance Blog](https://blog.club.capital/sports) - [Marketing Blog](https://blog.club.capital/club-capital-marketing-blog) [Client Login](https://club.capital/client-login/) [Schedule a Demo](https://club.capital/schedule-a-demo/) ## Club Capital Blog Subscribe to our Blog ### Stay up to date ### Topics - Select a Topic - [All](https://blog.club.capital) - [Tax](https://blog.club.capital/tag/tax) - [Financials](https://blog.club.capital/tag/financials) - [CFO](https://blog.club.capital/tag/cfo) - [Case Study](https://blog.club.capital/tag/case-study) - [People Advisory](https://blog.club.capital/tag/people-advisory) - [Industry News](https://blog.club.capital/tag/industry-news) - [COVID](https://blog.club.capital/tag/covid) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(41).jpg)](https://blog.club.capital/from-backward-looking-to-strategic-growth-one-insurance-agents-journey-with-club-capital) [Financials](https://blog.club.capital/tag/financials) #### [From Backward-Looking to Strategic Growth: One Insurance Agent’s Journey with Club Capital](https://blog.club.capital/from-backward-looking-to-strategic-growth-one-insurance-agents-journey-with-club-capital) By [Club Capital](https://blog.club.capital/author/club-capital) on June 26, 2025 Overview Tyler, now in his third year as a Club Capital client, shares how partnering with Club Capital transformed his insurance agency from a retrospective business to a forward-thinking... [Continue Reading](https://blog.club.capital/from-backward-looking-to-strategic-growth-one-insurance-agents-journey-with-club-capital) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(36).jpg)](https://blog.club.capital/the-numbers-that-matter-kpis-every-insurance-agency-should-track-and-why-you-cant-afford-to-ignore-them) [CFO](https://blog.club.capital/tag/cfo) #### [The Numbers That Matter: KPIs Every Insurance Agency Should Track (And Why You Can't Afford to Ignore Them)](https://blog.club.capital/the-numbers-that-matter-kpis-every-insurance-agency-should-track-and-why-you-cant-afford-to-ignore-them) By [Club Capital](https://blog.club.capital/author/club-capital) on June 19, 2025 Let's be honest – running an insurance agency means you're juggling a lot of balls. Between managing client relationships, staying compliant with regulations, and growing your business,... [Continue Reading](https://blog.club.capital/the-numbers-that-matter-kpis-every-insurance-agency-should-track-and-why-you-cant-afford-to-ignore-them) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(35).jpg)](https://blog.club.capital/staying-ahead-essential-tax-preparation-tips-for-insurance-agencies-entering-q3) [Tax](https://blog.club.capital/tag/tax) #### [Staying Ahead: Essential Tax Preparation Tips for Insurance Agencies Entering Q3](https://blog.club.capital/staying-ahead-essential-tax-preparation-tips-for-insurance-agencies-entering-q3) By [Club Capital](https://blog.club.capital/author/club-capital) on June 12, 2025 As we move into the third quarter, successful insurance agency owners are already thinking ahead to year-end tax planning. While Q4 might seem like the natural time to focus on taxes, smart... [Continue Reading](https://blog.club.capital/staying-ahead-essential-tax-preparation-tips-for-insurance-agencies-entering-q3) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(32).jpg)](https://blog.club.capital/dont-let-summer-cash-flow-catch-you-off-guard-a-financial-health-check-for-insurance-agents) [Financials](https://blog.club.capital/tag/financials) #### [Don't Let Summer Cash Flow Catch You Off Guard: A Financial Health Check for Insurance Agents](https://blog.club.capital/dont-let-summer-cash-flow-catch-you-off-guard-a-financial-health-check-for-insurance-agents) By [Club Capital](https://blog.club.capital/author/club-capital) on June 5, 2025 Summer is coming, and while your clients are planning beach vacations and family getaways, you might be facing a different kind of seasonal challenge: the dreaded summer cash flow dip. If... [Continue Reading](https://blog.club.capital/dont-let-summer-cash-flow-catch-you-off-guard-a-financial-health-check-for-insurance-agents) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(28).jpg)](https://blog.club.capital/breaking-what-insurance-agency-owners-need-to-know-about-the-proposed-2025-tax-bill) [Tax](https://blog.club.capital/tag/tax) #### [NEW 7.3.25 : What Insurance Agency Owners Need to Know About the Approved 2025 Tax Bill](https://blog.club.capital/breaking-what-insurance-agency-owners-need-to-know-about-the-proposed-2025-tax-bill) By [Club Capital](https://blog.club.capital/author/club-capital) on May 27, 2025 Important Disclaimer: This legislation HAS PASSED CONGRESS and is headed to the President's desk. President Trump is expected to sign the bill on July 4, 2025, making it law. [Continue Reading](https://blog.club.capital/breaking-what-insurance-agency-owners-need-to-know-about-the-proposed-2025-tax-bill) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(27).jpg)](https://blog.club.capital/from-flying-blind-to-financial-clarity-how-club-capital-transformed-this-insurance-agents-business) [Case Study](https://blog.club.capital/tag/case-study) [CFO](https://blog.club.capital/tag/cfo) #### [From Flying Blind to Financial Clarity: How Club Capital Transformed This Insurance Agent's Business](https://blog.club.capital/from-flying-blind-to-financial-clarity-how-club-capital-transformed-this-insurance-agents-business) By [Club Capital](https://blog.club.capital/author/club-capital) on May 22, 2025 Running an insurance agency demands more than just selling policies. It requires smart financial management—something SF insurance agent Gregory Mehrhoff discovered was harder than expected... [Continue Reading](https://blog.club.capital/from-flying-blind-to-financial-clarity-how-club-capital-transformed-this-insurance-agents-business) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(25).jpg)](https://blog.club.capital/emergency-fund-planning-building-reserves-for-unforeseen-circumstances-or-economic-downturns) [Financials](https://blog.club.capital/tag/financials) #### [Emergency Fund Planning: Building Reserves for Unforeseen Circumstances or Economic Downturns](https://blog.club.capital/emergency-fund-planning-building-reserves-for-unforeseen-circumstances-or-economic-downturns) By [Club Capital](https://blog.club.capital/author/club-capital) on May 15, 2025 Running an insurance agency is both rewarding and challenging. While you work hard to protect your clients from the unexpected, it’s just as important to safeguard your own business. One of... [Continue Reading](https://blog.club.capital/emergency-fund-planning-building-reserves-for-unforeseen-circumstances-or-economic-downturns) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(22).jpg)](https://blog.club.capital/why-insurance-agency-owners-must-know-their-business-numbers) [CFO](https://blog.club.capital/tag/cfo) #### [Why Insurance Agency Owners Must Know Their Business Numbers](https://blog.club.capital/why-insurance-agency-owners-must-know-their-business-numbers) By [Club Capital](https://blog.club.capital/author/club-capital) on May 1, 2025 Running a successful insurance agency requires more than just selling policies — it requires running a business. And just like any business, knowing your numbers is the difference between... [Continue Reading](https://blog.club.capital/why-insurance-agency-owners-must-know-their-business-numbers) [![](https://blog.club.capital/hubfs/Business%20Management%20Services%20(18).jpg)](https://blog.club.capital/debt-management-smart-strategies-for-growing-your-agency-without-drowning-in-loans) [CFO](https://blog.club.capital/tag/cfo) #### [Debt Management: Smart Strategies for Growing Your Agency Without Drowning in Loans](https://blog.club.capital/debt-management-smart-strategies-for-growing-your-agency-without-drowning-in-loans) By [Club Capital](https://blog.club.capital/author/club-capital) on April 24, 2025 Starting or growing your insurance agency often means taking on debt. Whether it's a small business loan to get things rolling, a line of credit to expand your team, or financing to upgrade... 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