Our Company
Club Capital is dedicated to empowering small businesses and non-profits to run smarter businesses. Our mission is to drive growth in top-line revenue and enhance bottom-line profits, enabling you to take control of your business and not let it control you.
Founding Story
The idea behind Club Capital came from the pain points of one our Partners, David Munson, during the first few years of owning his insurance agency. Having studied business during college, he had a sound (and aggressive) business plan that had impressed the parent company and that he was hell bent to achieve. As a sole-owner entrepreneur, David found that scaling his business was much harder than initially planned.
One of the most crucial elements to scaling your business and making pivotal, strategic decisions along the way is the ability to maintain accurate business financials and understand your cash flow. This was the area of his agency that he simply did not have a handle on. As David took a step back to evaluate how he could get the financial and business data he needed to make strategic decisions, he realized the way in which he was running his “back office” was what was limiting his growth. Thus, Club Capital was born.
David initially had his primary back-office functions silo’d between a payroll software company, a local bookkeeper (that didn’t know his industry), and a CPA. All three functions of the back office were in three different places, and he was the go-between when one of them needed to talk to the other. He was doing the work and simply delivering it to his CPA at the end of the year. Any reports he did receive for his business were once or twice per year, on paper, and had no comparisons to the industry or his peers. Not efficient. Not valuable.
Tapping into his personal and professional network, he created a leadership team that bolstered his industry experience with finance and consulting expertise to build a solution that would not only work for him but for agents around the country.
Club Capital has been designed from the ground up to be much more than your run-of-the-mill CPA firm. We certainly handle our clients personal and business taxes, but we emphasize the need for monthly financials, peer comparison, payroll, HR, and benefits support all managed by a single team. Not just a singular service, but a strategic advantage to help your business grow. As David took a step back to evaluate how he could get the financial and business data he needed to make strategic decisions, he realized the way in which he was running his “back office” was what was limiting his growth. Thus, Club Capital was born.
Our Values
Here’s what we care about most at Club Capital:
Built On Relationships
We believe business is personal. Whether with clients, teammates, or partners, we invest in real relationships built on trust, respect, and care. We never lose sight of the people behind the work. Strong relationships drive strong results.
Success Through Results
We do what we say we’ll do – because our clients count on it. Our commitment to excellence drives us to set clear goals and consistently achieve meaningful results for our clients, our team, and our company.
Client Obsessed
We go beyond expectations. Every interaction reflects our integrity and commitment to delivering real value. We don’t settle for satisfied clients – we strive to earn their trust, loyalty, and referrals every single day.
Genuine Curiosity
Every business and its team is unique, and we take time to truly understand their goals and challenges. We never stop learning – constantly improving our processes and our technology to better serve and stay ahead.
Our Founders
Javier Goldin, CPA
Co-Founder & Strategic Advisor
Javier brings over two decades of financial expertise to his role as Co-Founder and Strategic Advisor for Club Capital. He provides invaluable strategic counsel to the company’s CEO and leadership team. Javier currently serves as the Managing Partner of the Goldin Group CPAs in Bethesda, MD, and his seasoned perspective is instrumental in guiding Club Capital’s growth and long-term vision.
David Munson
Co-Founder and Strategic Advisor
David is a President’s Club SF Agent out of Bethesda, MD, and his passion for helping others and always looking for ways to increase efficiency has led him to create Club Capital in 2016. As our “top client,” David bridges the gap between the product team and agents to deliver on the strategic vision of the firm, He works closely with our clients to understand the challenges they face in managing their agency to build an efficient and valuable solution.
Micah Cannon
Co-Founder and CEO
Micah Cannon founded Club Capital with a simple mission—help insurance agency owners take control of their financials and build more profitable businesses. What started as a focused solution for SF agents has grown into the leading financial services firm for insurance agencies and youth sports organizations across the country.As CEO, Micah leads the company’s vision, ensuring Club Capital provides the financial insights, tax strategies, and business advisory services that agency owners and sports organizations need to thrive. He played a hands-on role in building Club Capital’s foothold in the SF space, expanding into the broader insurance market, and now driving growth in the youth soccer industry.Micah understands the challenges of running a business—managing cash flow, making smart tax decisions, and planning for long-term success. That’s why he’s focused on making sure Club Capital delivers real value to its clients, helping them grow, scale, and reach their financial goals.
What Others Are Saying About Us
Our TestimonialsMore ways we support your Business or Nonprofit:
Explore more solutions
Explore more ways Club Capital helps your business succeed
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.
Learn More
Industry-Specific Tax Services
Club Capital works exclusively with insurance agents 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.
Learn More
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.
Learn More
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.