See Club Capital in Action. Join us Thursday for a live demo.
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.
Starting at $269 and created for agencies with up to 50k in monthly expenses.
Starting at $359 and created for
multiple-office agencies with more
than 50k in monthly expenses.
Receive quarterly tax payment estimates, in addition to tax preparation consultations throughout the year to help minimize your end-of-year burden.
Should you hire an employee? Should you buy your office building? Should you rent it? As insurance agency owners, these are questions you ask yourself every day, and our CFO Services will help you determine how these decisions will impact your bottom line.
Club Capital exclusively works with insurance agents. Our team will help you create strategies to lower your tax liability while keeping you compliant with federal, state and local tax codes.
Take away the guesswork and empower your agency with monthly financial reports and quarterly meetings designed with your dedicated account manager to help your agency achieve your goals.