What to Expect When Your Client Advisor Changes

Why Client Advisor Transitions Happen

Like any growing company, we occasionally experience Advisor changes due to:

• Team growth as we onboard new clients and expand services

• Internal promotions into leadership or specialty roles

• Career path changes — people explore new passions and opportunities

We create an environment where smart, ambitious professionals can grow — and sometimes that means team members move into new chapters. It’s a normal part of building a strong advisory team.

The important thing: you never lose momentum just because your Advisor changes.

How We Ensure a Smooth Transition

Behind every Client Advisor is a full accounting and financial operations team that knows your business and keeps your books moving forward.

Here’s what happens when your Advisor changes:

✅ We immediately assign your account to another experienced Advisor
✅ Your historical data, reporting notes, and meeting summaries remain fully intact
✅ Your month-end close process continues without interruption
✅ Our Financial Integrity Team continues maintaining the accuracy of your books
✅ Our leadership team oversees the transition to make sure support never drops

In some cases, a temporary Advisor will step in while we select the best long-term fit. This ensures no gaps in service and no delays in your reporting.

What You Can Expect During the Handoff

Your new Client Advisor will:

• Review your entire account history before first contact

• Meet with you to establish communication and priorities

• Confirm upcoming needs — business related, payroll changes, tax items, etc.

• Take ownership of your financial reporting rhythm going forward

You should expect clear communication at every step.

What You Can Do to Help the Transition

Your support helps us keep everything running smoothly:

• Continue uploading your monthly revenue reports by the requested deadline

• Keep your bank and credit card feeds connected

• Respond promptly to requests for missing info or documents

• Share any upcoming business changes (staffing, loans, etc.) with your new Advisor

As long as we have revenue statements and transaction data, your books will stay up to date.

Your Business Never Stops — and Neither Do We

While faces may change, our commitment does not. Your reporting, support, compliance work, and financial guidance remain fully active — backed by:

• A team of trained accountants

• A standardized month-end workflow

• Quality checks and internal reviews

• Leadership oversight when transitions occur

We make sure you always have what you need to run your agency with confidence.

Support and Next Steps

If you have questions during a transition or want an additional check-in, just reach out — we’re here to help.

📩 Contact: support@club.capital