Website: https://club.capital/
Contact: Anatole Doak, VP
Email: anatole@club.capital
Phone: (240) 219-9200
Club Capital
Streamlining growth and operations for small businesses and non-profits.
Contact
Member Benefit
We offer the first month free of Club Capital to new clients who are INA members or agencies affiliate with an INA member
Club Capital Club Capital provides monthly accounting, tax, CFO, and commission reconciliation for Insurance Agencies. We will help set up the systems and processes to make sure that you keep as much of the money as you make as possible.
Club Capital’s mission is to help the agency owners be better business owners by growing top line revenue and managing their bottom line. Agencies will grow within the network, bringing more premium to agencies affiliated with the network and Club Capital’s services will be a value add for the networks to offer to their agencies. Our goal of helping the agents become fluent in accounting, and manage their cash flow and keep as much of the money as possible in terms of Tax aligns with the Networks: to grow each of their agencies and offer the agencies a competitive advantage to help them survive and thrive in the insurance business.
Company Highlights:
- Insurance only – we only work with insurance agency owners
- Over 900 insurance agents use Club Capital for their accounting
- All in one solution – commission reconciliation (either within AMS or outside it), monthly bookkeeping, CFO advisory and Tax Prep and Filing all in one place