Club Capital Blog

Single vs. Married Filing Status: A Guide for Newlyweds

Congratulations! Getting married is an exciting time in your life. It’s also a major life event that can affect your taxes in some significant ways. 

Five Ways Your Credit Impacts Your Business

Building and maintaining good credit is critical for insurance agents and agency owners. In this article, Financial Coach Alissa Locke identifies five[...]

Mistakes To Avoid When Registering Your Insurance Agency

Avoid costly mistakes with this checklist of things you need to consider before registering your new insurance agency.


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

Club Capital is the largest accounting and advisory firm for insurance agency owners in the country. For our clients, that means working with dedicated[...]

When to Incorporate Your Insurance Agency: Factors To Consider

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[...]

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

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

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

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,[...]

Lease or Buy a Car: Business Tax Advantages and Considerations

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[...]

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

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[...]

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