Our Company
Club Capital is dedicated to empowering small businesses and non-profits to achieve their utmost potential. 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:
Results
At Club capital, results are a key metric for the performance of both our company and our customers. Naturally, we let it drive our work.
Grit
Never give up. Never settle. No problem too large. Easy as that.
Ecstatic customers
Happy customers = Thriving business, We want the Club Capital experience to be as smooth and pain-free as possible
Curiosity
What good is a static service? By consistently reviewing and modifying our knowledge base, we aim to improve our services and better meet our customers’ similarly evolving needs
Radical transparency
You see what we see. It’s easier to hold yourself accountable when everyone is on the same page
Our Founders
Javier Goldin
Co-Founder & Lead CPA
Javier brings over 20 years experience in accounting, finance, and business consulting services to Club Capital. As the Managing Partner of a tenured CPA firm in Bethesda, MD, his focus is to deliver accurate accounting and tax work to our clients and help them navigate their agency’s varying growth stages.
David Munson
Co-Founder
David is a President’s Club State Farm Agent our 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 and efficient and valuable solution.
Micah Cannon
Partner & COO
As COO, Micah leads strategic planning and steers all teams across the business, he has 7 years of experience in management consulting where he led the development, strategy and implementation, of custom information technology platforms. With additional background in industry benchmarking, Micah also focuses on the development of Club Capital’s financial analytics and benchmarking platform.
What Others Are Saying About Us
Our TestimonialsMore ways we support your Business or Nonprofit:
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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.
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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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