Club capital has been one of the best decisions I’ve made for myself and my business! Accounting and book-keeping is not my forte, but my account manager, Angela, along with Club Capital have made it a seamless and painless process. I can rest assured that all my accounting needs are being met by them and their teams! I highly recommend.

I had been thinking about moving to Club Capital for a while and finally made the change at the beginning of 2023.

What put me over the edge was understanding what their CFO services were and how I could be in better control of my business. You watch Shark Tank or CNBC’s The Profit and you realize how much the best business people “know their numbers.” I did not.

I had multiple great conversations with Devin who took time with me and walked me through the process. He was so informative and I never felt pressure. Once I was ready to go he helped transition me to the onboarding team.

I switched from a Sole Prop to an S Corp and changed payroll platforms all to start out 2023. It was a lot but Club Capital walked me through it like they said they would.

Fast forward to June of 2023. I have had 3 calls with Ronit Patel, my CFO, and I have never felt more financially in control of my business than I do now. For the first time I have clear targets of what I am aiming to achieve and have a better grasp of cash flow and future projections that will help grow my agency into the future.

This change, particularly the CFO services has been huge for me operating as an owner with eyes toward the future.

I’m very happy to have signed up for Club Capital. Their integrations with banks and payroll providers have made my accounting a lot easier and their platform is state-of-the art. Furthermore, my contact Boy Hijnen has been awesome. He has helped me navigate some challenges quickly and to full satisfaction. I highly recommend working with him and Club Capital.

Club Capital has been a great addition to my agency and helping me with my decisions in my business. They truly care about the success and financial well being of me and my Agency, Thank you Micah and Jazmine for caring!

I would highly recommend this company! They’ve gone above and beyond to help with my accounting, bookkeeping, and taxes. Plus, many other added benefits, but not having to worry about those has opened up my time to focus more on the growth of my business.

Lee and Club Capital are making great strides in helping their clients understand their financials and I’m very excited to see how they help elevate the people side of the business through their new People Advisory services!

The folks at Club Capital are the real deal. They are cutting edge in their approach and technology, while preserving the high-touch, advisory experience. Highly recommend!

Excellent service. I have used Club Capital for 5 years now and very happy.

I’m constantly pleased and surprised by the work Club Capital has done for my agency. I switched from a firm that didn’t deal exclusively with insurance agents, and saved over 40% on my accounting costs. I also got the kind of one-on-one access I always desired, but never got, from my prior firm: fast responses to small and simple questions as well as detailed, expert responses to more complex questions. This year alone, my tax bill was 30% lower than expected as a result of their great work! I can’t recommend the team (Paul and Angela) enough.

Boy Hijnen has been my rep there and has done a great job keeping me informed and updated on my financial reports and tax planning.

Paul Kapalata and his team from Club Capital Tax is great to work with! Always helpful answering questions and explaining in detail so that I can understand. Great at what he knows best, taxes!

I would be lost in this world if it weren’t for Peter Widmayer. He helps my keep my vision clear in regards to financing my business and personal life. Thank you Peter.

Club Capital is outstanding and a great resource and having Angela Tole assigned to me has been priceless.

I have been working with Club Capital for the past 1.5 years. Angela Tole has been great to work with. She is focused on my business and helping me make the right decisions. She has experience with business ownership herself, so she knows exactly where I’m coming from and has solutions to problems. Would recommend Angela and Club Capital!

I have worked with Angela now for almost a year and she is great. Our quarterly meetings are extremely helpful and keep my eye on the right metrics to make sure my business is operating as profitably as possible. Highly recommend!

Thelma with Club Capital is amazing and very helpful.

I’ve had a great experience working with Angela at Club Capital. She provides quick and precise answers to all my accounting needs!

I have been with Club Capital over 4 years now. Their knowledge and experience of handling my books and my taxes has been amazing. It is nice knowing that no matter what I will always have any financial document, tax document, and countless analysis on of the financials for the business. Brian now handles my books; and Paul for my taxes, I always get a response back very fast for any question I have about my books or getting info over to the tax team. I look forward to keeping working with Brian, Paul and the club capital team for years to come.

I have used Club Capital for 4+ years and it was one of the best decisions I made. The quality & their service is outstanding.

I have been working with Club Capital for over 3 years now. I started not knowing much about the nitty gritty of my agency, but with Lee Walker helping me through the CFO program, my profitability has seen gains and my understanding of the ins and outs of my finances have improved substantially. I would highly recommend Lee and his team for your agency.

I’m very happy to have signed up for Club Capital. Their integrations with banks and payroll providers have made my accounting a lot easier and their platform is state-of-the art.

To say that Club Capital is an elite firm would be an understatement. I work with Angela Tole and Paul Caplita whom are at that elite level and provide me all the information I need to make sure my business is in great financial standings. The best part is how accessible Angela is. Thank you for all you do Angela and Paul

Highly recommend Club Capital to anyone needing accounting services. Not only are they quick to act and great at what they do, they assign you an account executive like Thelma Tinoco who is so knowledgeable and professional. Thelma has truly provided me so much great advice with amazing insight on the direction for my business. She is personable and ready to help when needed. Top-notch accounting advisor for sure!

I’m constantly pleased and surprised by the work Club Capital has done for my agency. I switched from a firm that didn’t deal exclusively with insurance agents, and saved over 40% on my accounting costs.

Club Capital is amazing and one of the best decisions I have made to help me run and grow my business! To be a successful CEO one needs to learn they shouldn’t try and do everything themselves. Through Club Capital’s CFO service, we currently meet monthly to achieve my short- and long-term financial goals. As a result, I feel even more in control of my finances. I wholeheartedly recommend partnering with Club Capital. You will not be disappointed!

Club Capital completely changed my understanding of my Club. I now have visibility into how each of my programs are performing, how new initiatives will affect us, and what needs to be done when tax season rolls around. Club Capital has given me total financial peace of mind.

Club Capital and their services are indispensable. Our advisor, Peter, helps clarify the vision for the club by offering me the financial perspective and advice needed. He cares as much about the on-field performance or our teams and club as he does our financial performance on a spreadsheet. The financial reporting I am provided is useful and easy to understand. His experience built upon the experiences of working with the financial management of large and small clubs is useful and valuable to me and my board of directors. You can expect sound advice and a proper accountability partner in both Club Capital and Peter. Overall, engaging Club Capital and their services is one of the best decisions we’ve made as a small, independent, & growing youth soccer club.

I have used Club Capital for almost 3 years now and have been very happy with my accounting. My account manager Angela is fantastic, easily reached and quick with answers and solutions whenever I have questions!!!

Cole at Club Capital has been great to work with. I have a much better understanding of my business numbers. It allows me to drive my business instead of just being a passenger.

In the short time I’ve been with Club capital, CC has been great with my bookkeeping. Angela has been responsive and attentive. I do receive my P&L’s. I am sometimes late in uploading my comp and deductions, but once they’re in my P&L’s and reports are all there with a breakdown that’s explained to me by Angela. I was very happy with Marcio and the onboarding process. My CFO has been available and helpful.

My onboarding experience was fantastic – the people at Club Capital made a complicated and daunting process feel easy and painless. The insight and technology I get, and the responsiveness of the team here is amazing. I am so excited to continue working with this group!

They really are what you are looking for, in a accounting service.
Angela T. has been great and easy to work with.

Taking advantage of Club Capital’s CFO services and am being provided 1st Class treatment and Data. Fortunate to have the CC Team in our corner!

Club Capital has been an absolute pleasure to work with. I feel well taken care of in our (quarterly) meetings with my Account Manager Jazmine Robinson ! Our CFO meetings have helped me make better decisions.

I have enjoyed working with the team at Club Capital. Peter has been awesome in helping me with CFO services and staying in tune with my business. The marketing gurus, Tom, Chis, and Cody have all been helpful in maximizing my campaign results. They are always responsive and ready to help me anytime I have ideas or concerns. Thanks to everyone at Club Capital!!

I appreciate the hard work the Club Capital team continues to do as far as my marketing. I have seen the results already!

Club Capital has proven to be an invaluable asset in assisting me with the management and expansion of my business. Recognizing the limitations of attempting to handle all aspects of business operations alone, I sought the expertise of Club Capital’s CFO services. Working closely with Thelma Tinoco, I have gained access to essential financial information and budget forecasts that have empowered me to make informed decisions. Our monthly meetings have been instrumental in achieving both my short-term and long-term financial objectives, providing me with an enhanced sense of control over my finances. I highly recommend partnering with Club Capital and specifically working with Thelma Tinoco, as their services have consistently exceeded my expectations.

I started with Club Capital this year, and so far so good. The team is very nice and professional. They are very patient with me, because I really need their patience. 🙂 Thelma is great, very nice and polite, very professional. She has been showing me areas of my business where I need to keep an eye out for. I would recommend this company to anyone who needs accounting services.

My account representative, Angela, always takes the time I need to review my financials and to answer any questions I may have. Thank you for your wonderful service, Angela!

I have had the pleasure of working with Angela Tole and I can say confidently that her financial acumen and leadership has been instrumental in driving my company’s success. She consistently demonstrates strategic thinking and attention to detail…all for the things that I don’t always have the time to manage myself. She is also a pleasure to spend time with. Highly recommend CC and Angela!

I have used Club Capital for 2 years and Angela Tole is who I have worked with and she has been great. She makes sure that all my questions are answered and that I fully understand everything that is going on. Angela is vert fast to respond.

Club Capital is amazing and one of the best decisions I have made to help me run and grow my business! To be a successful CEO one needs to learn they shouldn’t try and do everything themselves. Boy Hijnen is great to work with and I trust he will provide me with the info and budget forecasts I request. Through Club Capital’s CFO service, we currently meet monthly to achieve my short- and long-term financial goals. As a result, I feel even more in control of my finances. I wholeheartedly recommend partnering with Club Capital and working with Boy Hijnen. You will not be disappointed!

“I’ve been with Club Capital for over 3 years now, and I couldn’t be happier. Their team is incredibly knowledgeable, responsive, and professional, Specially Angela T. they’ve helped me navigate complex tax situations and provided excellent bookkeeping services. Highly recommend!

Highly recommend Club Capital to anyone needing accounting services. Not only are they quick to act and great at what they do, they assign you an account executive like Thelma Tinoco who is so knowledgeable and professional. Thelma has truly provided me so much great advice with amazing insight on the direction for my business. She is personable and ready to help when needed. Top-notch accounting advisor for sure!
Also, I appreciate the company representatives I have had the pleasure to work with, Peter, Mariana, Louisa, Halle, and so many others. Even Devin Day who roots for the worst team in the NFL, his professionalism makes up for his inability to choose quality winning football teams. Thanks Club Capital!

To say that club capital is an Elite firm would be an understatement. I work with Angela Tole and Paul Caplita whom are at that elite level and provide me all the information I need to make sure my business is in great financial standings. The best part is how accessible Angela is. Thank you for all you do Angela and Paul

Getting with the team at Club Capital has been an absolute game changer! I am energized and excited about my business again and feel I finally have a good grasp and control of my business as a whole again.

Cole at Club Capital has been incredible to work with. He is very knowledgeable in what he does. I look forward to working with him and that meeting that we have.

I have been with Club Capital since they started 7 years ago! Their platform and teams of experts helping me along the way has made a huge difference to my business. Especially Thelma Tinoco, my account manager! Thanks so much for everything you do!

Great Company! 2023 tax prep went smooth, and I love the recourses available to me.

Great experience with the tax team. The process was easy and a great discussion around my return with Mariana Mena Lopez. I have worked with her the last several years and it is always GREAT!

I have been very happy with Club Capital’s bookkeeping services. In addition, my Account Manager Boy Hijnen has been very helpful. I work together with him to get deeper insight into my agency’s finances, which has been very insightful. Also thanks to relevant recommendations, I feel like I have more grip on them. I highly recommend working with Club Capital and Boy Hijnen.

I’ve been very happy with the services from Club Capital. Furthermore, my Account Manager, Boy Hijnen, has also been very helpful. Through Club Capital’s CFO service, we currently meet on a monthly basis to achieve my medium to long term financial goals, which will get me to where I want to be. I already feel more in control of my finances. I fully recommend partnering with Club Capital and working with Boy Hijnen.

Thelma at Club Capital is just wonderful! She makes accounting fun, which is something I never thought I would say. If you are looking for someone to help you better manage your business call and ask for Thelma!!

I am an extremely happy Club Capital customer! Everything they do for me makes it so much easier to run my business. It allows me to focus on what I love about my business…while they work behind the scenes to make sure my bookkeeping, accounting, and taxes are all being handled correctly and efficiently. I cannot recommend them highly enough!

My experience with Club Capital has been instrumental in my ability to take care of my employees, manage expenses, and pay off debt, all while growing my business and giving me and my family the opportunity for success both now and into the future. Ronit has been an exceptional account manager. He has expertise suited to giving specific recommendations and advice that pays off. Also, having access to good data has allowed me to benchmark my business alongside other successful businesses, and having the data provided through the CFO Services allows me to confidently run my business. Having monthly financials along with a 3 year forecast to manage my expenses, look at historical data, and manage cash flow into the future has transformed how I make decisions and given me immense peace of mind and confidence as a business owner by taking specific variables of uncertainty off the table and putting me more in the drivers seat of my finances. I am spending more on marketing and investing more in my team while cutting costs in other areas and my business is growing faster than it ever has before. Morale in my office is at an all time high. Thank you to Ronit and the team at Club Capital!