Club Capital

 

Point of Contact:  Anatole Doak, VP Operations

Available Services:  IT Support & Virtual Assistant

IAOA Exclusive Member Discounts:  First month free for IAOA members
 

Agency owners are extremely busy balancing all aspects of their business, from marketing to sales to hiring. One area where many agency owners fall behind on is their accounting and commission reconciliation. This impacts the ability to make decisions based on the financial data, and prevents agency owners from having a solid tax strategy.

Club Capital solves for these issues. As a fractional accounting or CFO member of your team, we will provide monthly accounting services. If your AMS has accounting functionality, we can set it up within your AMS or if not we have our own accounting software and processes we can implement for you as part of the monthly membership fee.

We will help you budget, forecast and strategize on taxes, including tax prep and filing.

You’re the CEO of your agency – let us be the outsourced finance and accounting team to take that off the plate so you can focus on what you do best.

 

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