Schedule a Demo

Concentrate on what you do best.
We’ll take care of the rest.

Specializing in agencies looking to scale their business, we’ll partner with you to take everything from analytics and forecasting to bookkeeping and taxes off your plate—so you can focus on your agency’s growth.

Concentrate on what you do best.
We’ll take care of the rest.

Specializing in agencies looking to scale their business, we’ll partner with you to take everything from analytics and forecasting to bookkeeping and taxes off your plate—so you can focus on your agency’s growth.

Here’s how we help you achieve your full potential—and peace of mind.

All-in-One
Cloud-Based
Back Office

SERVICES

CFO Services
With forecasting, analysis, and scenario building, you can harness your data to take control of your business and plan a better future for your agency.
Peer Comparison Reports
Simplify your financials with monthly income statements and balance sheets. Plus, see how you stack up to your peers with industry-specific reports comparing your performance.
On-Demand Support
Club Capital is always available to provide assistance to you when needed by phone, email, or through our mobile app!

Budget Development
Get a customized budget for your agency inspired by data from others in the industry. We then import your budget into our system so you can track your financials to your budget in real-time.
Agency & Personal Taxes
Receive quarterly tax payment estimates, in addition to tax preparation consultations throughout the year to help minimize your end-of-year burden.
Secure Online Portal
Easily access all your documents in one place with files that are fully searchable and auditable, plus never miss a deadline with interactive monthly and EOY tax checklists.
Schedule a Demo
CFO Services
With forecasting, analysis, and scenario building, you can harness your data to take control of your business and plan a better future for your agency.
Peer Comparison Reports
Simplify your financials with monthly income statements and balance sheets. Plus, see how you stack up to your peers with industry-specific reports comparing your performance.
On-Demand Support
Club Capital is always available to provide assistance to you when needed by phone, email, or through our mobile app!
Budget Development
Get a customized budget for your agency inspired by data from others in the industry. We then import your budget into our system so you can track your financials to your budget in real-time.
Agency & Personal Taxes
Receive quarterly tax payment estimates, in addition to tax preparation consultations throughout the year to help minimize your end-of-year burden.
Secure Online Portal
Easily access all your documents in one place with files that are fully searchable and auditable, plus never miss a deadline with interactive monthly and EOY tax checklists.
Schedule a Demo
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Schedule a demo with us.
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Contact Us
“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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