Financials CFO

From CFO Desk to Your Dashboard We’re excited to introduce the Club Capital Toolbox, a brand-new collection of interactive tools designed to help your agency plan, forecast, and grow more...

Financials CFO

We know what you're thinking – "budgeting and forecasting" doesn't exactly scream "exciting Friday afternoon reading." But stick with us here, because we're about to show you how these...

CFO

Let's be honest – running an insurance agency means you're juggling a lot of balls. Between managing client relationships, staying compliant with regulations, and growing your business,...

Case Study CFO

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...

CFO

Running a successful insurance agency requires more than just selling policies — it requires running a business. And just like any business, knowing your numbers is the difference between...

CFO

Starting or growing your insurance agency often means taking on debt. Whether it's a small business loan to get things rolling, a line of credit to expand your team, or financing to upgrade...

CFO

In the insurance industry, financial stability and profitability are key indicators of an agency's long-term success. Understanding financial reports—particularly income statements and...

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,...

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...