Louisa Else, General Manager, Micah Cannon, CEOThe firm’s inception traces back to a core idea—addressing the specific financial needs of insurance agents. Founded by a State Farm agent, the firm embarked on a mission to help agents manage their finances.
Unlike other public accounting firms, it focuses solely on three niche industries – insurance agencies, youth sports clubs, and fitness franchises. Its services include digital marketing, tax services, industry-specific accounting, and CFO services.
The trajectory of Club Capital is one of sustained growth, driven by its commitment to advisory relationships and the success of its clients. The firm aims to support small business owners via an all-year-long financial strategy by shifting the narrative from a tax-centric approach to consistent financial planning. Through this, it seeks to build confidence in its clients, equipping them with the knowledge they need to make well-informed decisions.
“Clients often lack visibility into their daily and monthly operations. We help them to stay informed about their finances regularly, which allows real-time adjustments and scales their business,” says Louisa Else, general manager of Club Capital.
Club Capital’s outsourced CFO service is a prime offering, providing clients with a clear and detailed picture of their businesses. What makes the firm stand out in the CFO domain is its dedicated 1-on-1 support via a personal account manager, coupled with the client’s account manager who acts as a CFO advisor, to grow the finances of the business. This supports entrepreneurs who have transitioned from non-business backgrounds by helping them organize their businesses, which requires monthly financial monitoring and planning.
The CFO services of Club Capital include comprehensive monthly bookkeeping services, accounting services, and strategic meetings to review past results and identify key performance indicators (KPIs). This allows it to understand the intricacies of its clients’ businesses and know their functioning and operations.
The firm helps its clients in financial planning via a step-by-step process that involves studying monthly touchpoints, where clients receive insights into their financial results.
Club Capital has helped numerous clients succeed through its business expertise and commitment to transparency. In one such case, a seasoned insurance agent, heavily reliant on annual bonuses for financial stability, sought consistent monthly profitability. Through a meticulous process of setting goals, sales targets, and expense budgets, the firm guided the client to surpass the $5,000 monthly profit goal. The projection indicates a doubling of the client’s 2022 profit in 2023, showcasing tangible results led by the company.
We provide best-in-class service experience by cultivating a strong relationship with our clients and then building a deep understanding of their businesses, finances, and personal goals
The operations of Club Capital rely on cutting-edge technology, including cloud-based software and forecasting tools like Fathom.
The firm’s approach combines technology and personal relationships to foster a deep understanding of clients’ businesses, finances, and personal goals. It builds relationships with clients beyond transactions using technology like Zoom to maintain a personal touch in remote interactions. It also recognizes that technology is simply a tool, and it’s the people that make all the difference.
Club Capital’s unwavering dedication to its clients, extensive financial services, and specialization in niche areas make it a partner that businesses can rely on. Fostering financial advisory via its personalized CFO services makes it a trusted ally for business owners looking to grow and expand. The firm aims to empower its clients by catalyzing positive change and enabling businesses to thrive in their respective domains.
