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Pricing

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)

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)

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.
  • $500/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.

Your back office operating system

CFO Services

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.

Industry-Specific Tax Services

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.

 

Monthly Accounting

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.