Club Capital

Choose the Package
That’s Right for Your Business

Accounting
& Reporting

Let our monthly accounting and financial reporting services help you become a better-managed agency. Focus on what you do best, we’ll take care of the rest!

Both options require a one-time onboarding fee of $500.

Growth

Starting at $269 and created
for agencies with up to 50k in
monthly expenses.

Real-Time Accounting

Agency Analytics & Reporting

Auto Sync Statements & Check Images

Peer Benchmarking to other Agents

Key Performance Indicator (KPI) Target Development

Up to 3 bank and/or credit card accounts managed

Up to 3 liability accounts managed
(loans or LOCs)

Select Your Plan

Enterprise

Starting at $359 and created for
multiple-office agencies with more
than 50k in monthly expenses.

Real-Time Accounting

Agency Analytics & Reporting

Auto Sync Statements & Check Images

Peer Benchmarking to other Agents

Key Performance Indicator (KPI) Target Development

Up to 4 bank and/or credit card accounts managed

Up to 4 liability accounts managed
(loans or LOCs)

Select Your Plan

Add-ons

$10/mo
per account

Account Add-Ons
Add additional bank, credit card or liability accounts to be managed

	Growth: $200/mo Enterprise: $300/mo		Retroactive Accounting & Financial Reporting Need help getting caught up on bookkeeping? We can get your accounts up-to-date, no matter how behind you are.
	$200/mo		CFO Tools: Budgeting & Financial Modeling Build financial models to reflect revenue expectations and expenses, create scenarios to better forecast profit and cash flow, and many other tools. Learn More >

Complete
Tax Services

Receive quarterly tax payment estimates, in addition to tax preparation consultations throughout the year to help minimize your end-of-year burden.

Tax Offerings

Starting at $750

Personal Tax Planning & Filing
Let us help out with your personal taxes. Includes Schedule C for Sole Proprietors.

Starting at $2,000

Corporate & Personal Tax Planning & Filing
We’ll handle your personal (or family's) 1040 return, as well as your agency's S-Corporation or LLC filing as S-Corporation return.

Additional tax schedules priced out a la carte
Ex. Schedule E, Schedule C, K-1 statements, etc.