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...

Planning ahead is crucial Whether you’re relocating, your lease is coming to an end, you’re expanding or downsizing, merging with another agency, or simply updating your contact...

Industry News

Due to massive losses driven by an increase in claims since the start of the pandemic, auto insurance rates are skyrocketing across all major carriers. Insurance agents find themselves...

Accounting Today recognizes 10 companies that are setting the standard for embracing technology Recently, Club Capital was selected as one of the most tech-forward firms in the accounting...

Make sure you’re getting the write-offs you’re entitled to There are perks to being your own boss. And one of those perks comes in the form of tax deductions for your business expenses.

Your return—not you—is what can lead to an audit While many people think IRS audits are personal, they’re actually not.

How insurance agency owners were impacted by past recessions and how they can prepare for the next one During economic slowdowns, insurance agencies may see their numbers go down—including...