If you saw this insurance agency's dashboard in June, you'd think the owner was winning. Revenue up 3%, nearly 8% ahead of budget. New business up 22%. Expenses under plan in almost every...
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When a captive insurance agent sent us his 2025 tax return, he was happy with his CPA. They had a good relationship, and he felt his accountant struck the right balance between following...
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Running an insurance agency demands more than just selling policies. It requires smart financial management—something SF insurance agent Gregory Mehrhoff discovered was harder than expected...
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Running an insurance agency comes with a lot of moving parts — marketing, sales, customer service, operations… and of course, finances. For agency owner John Tunnell, the financial side of...
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Casey and Seyda, owners of a growing insurance agency, faced significant challenges in financial visibility, strategic decision-making, and long-term planning. Like many insurance agency...
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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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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...
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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...
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Our goal was for Chris to spend less time on accounting and more time doing the work he loves.
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