The Buy-Sell Trap That Can Leave Your Agency Underinsured
By Craig S. Cody, CPA, Certified Tax Coach. Published July 26, 2026.
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AI Isn't Coming for Your Agency's Jobs. It's Coming for Its Ceiling.
By Craig S. Cody, CPA, Certified Tax Coach. Published July 2026.
Clean Books Sell Agencies. Messy Ones Get Discounted.
By Craig S. Cody, CPA, Certified Tax Coach. Published July 28, 2026.
The 351 ETF Exchange: A Real Fix for Concentrated Stock.
By Craig S. Cody, CPA, Certified Tax Coach | Craig Cody and Company | Published July 2026
When AI Spends Your Agency's Money, Who Approved It?
By Craig S. Cody, CPA, Certified Tax Coach. Published July 25, 2026.
Roth Conversions After the One Big Beautiful Bill Act: The Rules Held, the Math Moved
By Craig S. Cody, CPA, Certified Tax Coach | Craig Cody and Company | Last updated July 23, 2026
Your Agency's AI ROI Isn't Faster Work. It's Higher AGI Per Employee.
By Craig S. Cody, CPA, Certified Tax Coach. Published July 24, 2026.
The Confidence Gradient: Why Agency Owners Trust Last Month but Fear Next Quarter.
Here's the whole thing up front, because I don't like burying the point. At this year's Build a Better Agency Summit, more than 300 agency owners...
Is Your Agency Worth Anything Without You? Two Headlines Gave The Answer.
Two headlines crossed my desk the same week. One was about a private equity deal. One was about AI. And they're both really asking your agency the...
Your Agency Is Leaking Revenue. Plugging the Leak Is Only Half the Job!
You raised your rates this year, or you're about to. Good. But if you think higher prices fix a leaky agency, I've got some bad news from the P&L....
You Hired a Leader and Everything Got Harder. Here's What It's Costing You!
You finally hired the Head of Delivery, or promoted someone into a COO seat. You expected relief. Instead you got more questions, more "can you weigh...
AI Is Not Free Labor. Here's the Bill Hiding in Your Agency's Margin
Everybody's telling you how much time AI is saving your agency. Almost nobody's asking what it's costing you.
Can You Write Off a Vacation? How to Turn a Trip Into a Legal Tax Deduction!
You're booking a trip somewhere good. A flight, a nice hotel, a few days you've earned. And a thought crosses your mind: is any of this deductible?
The Hidden Payroll Cost Buried In Your Sales Pipeline.
Your most expensive person did billable-grade work last week that nobody will ever invoice. It wasn't on a project. It was on a sales call, scoping a...
How Agency Owners Can Use the Augusta Rule the Right Way
Most agency owners are sitting on a legal tax strategy that may be hiding inside their own home — and they have no idea it’s there. The frustrating...
The Tax Break Hiding Inside Your Agency's Software
If your marketing or PR agency has quietly become a software company, this one's for you.
The Benefits of Outsourcing Agency Finances
Financial operations are critical to agency success, yet they often consume valuable time and resources. Many agency leaders find themselves weighing...
Invoicing Made Easy with Bill.com
Managing agency finances efficiently is a crucial part of running the business, but it can eat up a lot of time and energy from your team that can...
What Agency Owners Need to Know About Beneficial Ownership Information Reporting Exemptions
The Corporate Transparency Act (CTA) has introduced new reporting requirements for businesses in the United States. While many small- to mid-sized...
Understanding Beneficial Ownership Information for the Corporate Transparency Act
The Corporate Transparency Act (CTA) has introduced new reporting requirements for businesses in the United States as of January 1, 2024. At the...
Nailing Your Niche at Any Speaking Engagement
The Tip of the Iceberg Securing a speaking engagement at a conference, trade show, or other industry event is just the tip of the iceberg. It’s not...
The Three-Step Approach to Maximize Your Public Speaking Opportunities
The Benefits of Speaking Opportunities Speaking engagements can be powerful tools for building your personal brand, establishing thought leadership,...
Optimize Profitability Without Cutting Overhead
Profitability can seem like an elusive target for agencies. Many agency owners find themselves constantly juggling numbers, trying to cut costs, and...
A Framework For Measuring Agency Profitability
Accurate Profitability Measurement for Agency Owners Understanding profitability is crucial for agency owners. However, many agencies struggle to...
Weaving Brand Strategy Into the Fabric of Your Business
Having a strong brand strategy is crucial. However, the real challenge lies in implementing it effectively throughout your organization. Without a...