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Accounting for Insurance Agents

We work with hundreds of agencies across Allstate, Farmers, and the independent space to simplify their accounting, maximize profits, and deliver CFO-level insights.

What you get

  1. Monthly reporting that’s actually useful
  2. Clarity between profit and cash flow
  3. Benchmarks and KPIs from across the industry
  4. Tax strategy built for insurance agency owners
  5. One team for bookkeeping, advisory, and taxes

Zaid Jian

Insurance Agency Owner

I’ve been with Club Capital for over 3 years now, and I couldn’t be happier. Their team is incredibly knowledgeable, responsive, and professional, Specially Angela T. they’ve helped me navigate complex tax situations and provided excellent bookkeeping services. Highly recommend!

Trusted by 1,000+ insurance agencies across the country

Insurance Agencies

Our Advantage

Why Insurance Agencies Choose Club Capital

Personal 1-on-1 Support

Get fast, responsive service from your dedicated Account Manager. Coupled with our tax team or CFO Advisors, we know your insurance agency and your financials better than anyone.

Expertise In Insurance

We have created our business to exclusively help insurance agency owners with accounting, taxes, and CFO services.

Helping you grow

Testimonials

Proudly serving over 1000 businesses in all fifty states, managing over $700M 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!