Club Capital

"I have been working with Club Capital for a few months now and wish I had started way sooner! Working with Brian and Kelly has helped me stay focused and track the important part of the business. Thanks Team Club Capital!"

"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!"

"Just started working with Club Capital this year and it has been a very positive experience! The financial metrics help me better understand what is going on in my business. Brian Kessler is great as my account manager. Highly recommend!"

"Club Capital has been an absolute pleasure to work with since I started agency over 2 years ago. I feel well taken care of in our (quarterly) meetings with my Account Manager Brian Kessler! My accounting experience has been improved by being partnered with Brian. He really takes the time to explain and help me understand all of the reporting tools available to us and helps make sense of it all for someone that is not well versed in the accounting world. I would highly recommend Club Capital for your accounting needs!"

"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."