Business Management Services
Grow your top line, manage your bottom line
Club Capital provides strategic business management solutions for Insurance Agencies, Fitness Franchises, and Youth Soccer Organizations through accounting, tax, and marketing services.
Trusted by 800+ local businesses with accounting, tax preparation, CFO services, and marketing:
Why Our Clients Love Club Capital
Here’s how we help you achieve your full potential—and peace of mind.
Personal 1-on-1 Support
Get fast, responsive service from your dedicated Client Advisor. Coupled with our tax team and CFO advisors, depending on the level of support you choose, we know your business and your financials better than anyone.
Industry-Benchmarked Reporting
Your monthly and quarterly reports include key financial metric dashboards compared to your own targets as well as all the other businesses within your industry that we work with.
Expertise In Your Industry
We are NOT a public accounting firm. We work solely within 3 industries: insurance, youth sports, and fitness franchises. This allows us to focus on helping you grow your business faster with industry-specific accounting, tax, CFO, and marketing services.
Helping you grow
Testimonials
Proudly serving over 800 businesses in all fifty states, managing over $500M of revenue
Cindy Waggoner
Agent – Park City, KS
I have used Club Capital for 4+ years and it was one of the best decisions I made. The quality & their service is outstanding.
Randy Shoemaker
Agent – Phoenix, AZ
I have been working with Club Capital for over 3 years now. I started not knowing much about the nitty gritty of my agency, but with Lee Walker helping me through the CFO program, my profitability has seen gains and my understanding of the ins and outs of my finances have improved substantially. I would highly recommend Lee and his team for your agency.
Joy Morse
Agent – Lakeland, FL
I’m very happy to have signed up for Club Capital. Their integrations with banks and payroll providers have made my accounting a lot easier and their platform is state-of-the art.
James Busia
Agent – Bowie, MD
To say that Club Capital is an elite firm would be an understatement. I work with Angela Tole and Paul Caplita whom are at that elite level and provide me all the information I need to make sure my business is in great financial standings. The best part is how accessible Angela is. Thank you for all you do Angela and Paul
Tim Lacasse
Agent – Washington, DC
Highly recommend Club Capital to anyone needing accounting services. Not only are they quick to act and great at what they do, they assign you an account executive like Thelma Tinoco who is so knowledgeable and professional. Thelma has truly provided me so much great advice with amazing insight on the direction for my business. She is personable and ready to help when needed. Top-notch accounting advisor for sure!
Jay Scott
Agent – Greensboro, NC
I’m constantly pleased and surprised by the work Club Capital has done for my agency. I switched from a firm that didn’t deal exclusively with insurance agents, and saved over 40% on my accounting costs.
Brian Booth
Agent – Vernon, CT
Club Capital is amazing and one of the best decisions I have made to help me run and grow my business! To be a successful CEO one needs to learn they shouldn’t try and do everything themselves. Through Club Capital’s CFO service, we currently meet monthly to achieve my short- and long-term financial goals. As a result, I feel even more in control of my finances. I wholeheartedly recommend partnering with Club Capital. You will not be disappointed!
From Accounting to Marketing*
A dedicated team of experts who are focused on your business from topline growth to managing your bottom line.
*Marketing Services Available to SF Insurance Agencies and Youth Soccer Organizations
Monthly Accounting
Stop guessing at your bottom line and partner with us to be empowered in understanding your business’ health and longevity. We provide financial reporting, meetings, planning, a dedicated account manager, powerful measurement and reporting tools, peer benchmarking, and more depending on the level of support required to reach your business goals.
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Industry-Specific Tax Services
Club Capital works exclusively with insurance agents, fitness franchises, and youth soccer organizations. Our teams are individually specialized in each industry work for you. We create strategies that lower your for-profit tax liabilities, maintain your nonprofit compliance, and keep all entities compliant with federal, state, and local tax codes.
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CFO Services
Club Capital’s CFO Services help you forecast how your business decisions will impact your bottom line, and partner with you to make strategic decisions aligned with your goals. Hiring, purchasing or renting office space, and everything in between that comes up day to day can be decided strategically with one of our CFOs.
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Marketing Services
Our in-depth knowledge of your industry enables us to craft campaigns that resonate with your local community. We understand the insurance landscape and can translate your value into compelling, click-worthy content. Our marketing team currently works exclusively with SF Insurance Agencies and Youth Soccer Organizations.
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Have questions? No problem, we will get back to you within 24 hours. Guaranteed.