Case Study CFO

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...

Tax Industry News

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...

People Advisory

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...

People Advisory

In the fast-paced world of business and collaboration, we often find ourselves focusing on goals, targets, and deadlines. It's easy to get caught up in the whirlwind of tasks and forget to...

We are thrilled to share some exciting news with you! Club Capital, your trusted financial growth and management partner, has been nominated for a Global Financial Market Review (GFM) Award...

People Advisory

The process of hiring the right candidate for a job can be challenging, time-consuming, and expensive. It becomes even more frustrating when job applicants suddenly disappear without a...

Case Study CFO

Client Background Our client, a dedicated insurance agent with five years of experience, sought to improve his financial standing in November 2022. While his agency had been profitable in...

People Advisory

In today's dynamic business landscape, success hinges on not only the products or services you offer but also on the talent you attract, develop, and retain. This is where people advisory...

Case Study CFO

Introduction Greetings! I'm Ronit Patel, the Manager of Finance and Advisory Services at Club Capital. I lead our CFO services division alongside General Manager Louisa Else and CEO Micah...