Financials

Last updated 12.5.2025 at 4:35 PM EST

People Advisory

Content in this post is not to be considered as legal advice.

Financials

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....

Financials CFO

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,...

Financials

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...

Tax

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...

People Advisory

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...

Tax Industry News

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,...

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...