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,...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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