WHY CLUB CAPITAL

ONE-STOP SHOP

We create and maintain your agency’s financial system using best of breed technology, dedicated accountants and tax expertise. Your back office will be automated allowing you to focus on growth

EXCLUSIVITY

We specialize in insurance agencies looking to scale their business. We will share best practices and benchmark your financials to your top performers highlighting areas of potential improvement

INNOVATION

We curate new technology so you will always have the latest and greatest tools to leverage your agency’s growth. You concentrate on what you do best, and we will take care of the rest

EXPERIENCE IN YOUR INDUSTRY

We come from the insurance industry. We know what it takes to succeed, what is useful to know, and tips to become efficient and effective. Let us share them with you as you choose our team as your financial arm

GETTING VALUE

Real, live human experts that are dedicated to your agency’s success. Our service provides helpful, responsive accounting and tax services, so you’re never in the dark about your company’s financial health and compliance

HOW CLUB CAPITAL WORKS

HAVE QUESTIONS OR WANT TO SCHEDULE A DEMO?

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WAY MORE THAN A CPA FIRM

CLUB CAPITAL TYPICAL ACCOUNTING FIRM

Managed by us

Accessible by you

Available when you want it

Review and help code transactions

Reconcile bank and credit accounts

Produce monthly/quarterly financials

Comparison with Industry

Customized Dashboard

Cloud Based full service system

Automated employee self on-boarding

PTO Tracking, Integrated health & retirement benefits, employee time tracking

Digital Documents

Searchable

Auditable

Receive 5% off Club Capital’s monthly services as well as Racing Snail when use both products

See how your business is doing compared to your peers

Example

Create a budget specific to your Agency inspired by data from others within your industry and tenure

Development of estimated quarterly tax payments

Includes consultative tax preparation sessions throughout the year that help minimize tax burden

WHICH PLAN IS BEST FOR YOUR AGENCY?

CLUB CAPITAL

  • Real-time Financial Reporting

  • Payroll Automation

  • Business Analytics

  • Peer Benchmarking

  • Racing Snail Incentive

  • Management Integration

TYPICAL ACCOUNTING FIRM

  • All Essentials services

  • Budget Development

  • Financial Alert Configuration

  • One Application Add-on:

    Accounts Payable

    Time Tracking

    Expense Reimbursement

ENTERPRISE

  • All Essentials services

  • Budget Development

  • Financial Alert Configuration

  • Two Application Add-on’s:

    Accounts Payable

    Time Tracking

    Expense Reimbursement

“Wow! They make agency so much easier! Especially when you’re in your TICA year! I couldn’t begin to tell how much time they have saved me. 5 Stars!!”
Larry Johnson, State Farm Agent

“Going into my 8th year in Agency, I was the guy who tried to manage the books myself from day one – then I was the guy looking for more than just someone to help me manage the book but a partner that could bring my agency to the next level. Club Capital has been great – they’ve got my books in order, are about to save me a ton in taxes, and have helped me set and track a 5-year agency growth plan. I would absolutely recommend them for all agents.”

Tim LaCasse, State Farm Agent - 8 year agent

“I could not be happier with Club Capital since starting my agency this past year. Club Capital gave me an automated financial system that really has helped keep me organized and allowed me to focus on agency growth. Would definitely advise for all agents starting out or looking to scale their agency.”

Michael Blakely, State Farm Agent

“As a new agent, Club Capital is helping me to organize, understand and efficiently run my agency’s financial processes. The ability to work with a designated rep—who has helped me to get my payroll set up and accounts entered in—has been great!”

Preston Charlton, State Farm Agent

“As a 12-year agent and having had numerous accountants, I would tell you Club Capital is by far the best.”

SETH WALIZER, State Farm Agent
“It only takes a little more to go first class…and they are first class. You can’t look at shear black and white cost with them. They are your business partner, a partner that provides smart people with great advice.
I also had them go back the previous year and do a “load” so I can compare year vs. year numbers…this will help me become a better owner!
Best decision I’ve made!”
CHRIS N., State Farm Agent

“I am a TICA agent just opened September 1st, and signed up for one month. Well worth the money, and they take care of everything for me.

JOHN WAGNER, State Farm Agent
“I’ve used Club Capital since day one. Probably the biggest value add I see is the reporting; they have all this data from agencies in different stages so you can compare your spending to others at the same stage. I’m sure they will leverage this to create some insane tools to maximize your ROI in all aspects of your business.
The other stuff, payroll, accounting, time tracking, etc., is just so easy to use. Frankly I’d probably pay more than I do for the service if someone else was doing the same thing and got to me first.
I give them 5 stars.”
LANDEY PATTON, State Farm Agent
“I use Club Capital and they are very understanding of our contracts, super responsive, and made on-boarding a breeze. My employees love their payroll system. When I hire someone new, they send a welcome email and gather all necessary payroll, tax, and direct deposit info for me. They make life easier, and that is worth a lot more than their monthly cost to me!”
JILL VERBOOT, State Farm Agent

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