Club Capital CFO Tools. Harness your data. Elevate your business.

Take control of your financials and
plan a better future for your agency.

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Schedule a Demo

Predict The Future

Create forward-looking financials

Line-by-line forecasting for revenue and expense accounts
Link your forecast to your budget to see how your agency performs against projections
Get ahead of your financials and plan for initiatives so you can make better decisions
Understand the financial impact of your plans
Model if/then business events

Schedule a Demo

Analyze The Past

Powerful Insights with Variance Analysis

Compare Data to Forecasts
See how the agency is performing according to plans and scenarios
Review the assumptions for the forecast on each report
Closely track your agency’s performance and adjust your forecast
Plan and quickly adjust the main forecast to visualize financial impacts to guide your decisions and create best-case as well as worst-case scenarios

Schedule a Demo

Make Informed Decisions

Enhanced Monthly Reports

Model each of your initiatives
Identify revenue and expense drivers
Understand the bottom-line impacts of your financial decisions
Examples Include:

▪️Hiring new team members

▪️ Investing in new marketing initiatives

▪️ Purchasing a new asset (building, vehicle, etc.)

▪️ Taking out a loan (plan for principal and interest payments)

Schedule a Demo

Your back office operating system

Monthly Accounting

Take away the guesswork and empower your agency with monthly financial reports and quarterly meetings designed with your dedicated account manager to help your agency achieve your goals.

Industry-Specific Tax Services

Club Capital exclusively works with insurance agents. Our team will help you create strategies to lower your tax liability while keeping you compliant with federal, state and local tax codes.

Club Capital CFO Tools. Harness your data. Elevate your business.

Predict The Future

Create forward-looking financials

Analyze The Past

Powerful Insights with Variance Analysis

Make Informed Decisions

Enhanced Monthly Reports

Your back office operating system

Monthly Accounting

Industry-Specific Tax Services

Resources

Industries

Services

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