Articles & Resources

Embark on a financial adventure with Craig Cody & Company's educational blog articles! It's more than just tax talk; it's a journey of discovery for agency owners eager to transform their financial strategies.

From boosting tax confidence to revealing the superpowers of a proactive CPA, our articles guide you through the financial wilderness, turning complex numbers into steps toward your business success. Want the articles right in your inbox? Fill out the form to the right, and we'll add you to the notifications.

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Why Business Owners Should Put Their Money to Work

Why Business Owners Should Put Their Money to Work

Don’t Leave Your Money Idle! As a business owner, you’ve worked hard to earn your money, but are you making the most of it? Many entrepreneurs find themselves with idle funds sitting in various accounts, from checking and savings to sinking funds...

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Explore New Verticals with a Strategic Partner

Explore New Verticals with a Strategic Partner

Testing New Waters For agencies looking to expand their service offerings and capabilities, the typical path involves taking on substantial risk....

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What Agency Owners Should Look for in Strategic Partnerships

What Agency Owners Should Look for in Strategic Partnerships

An Adaptive Agency is a Good Agency Agencies are expected to do more and be more for their clients more than ever. With technology constantly...

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Using Deferred Revenue to Balance Your Books

Using Deferred Revenue to Balance Your Books

Delaying Revenue Recording One of the biggest factors distorting profitability reporting for agencies is improper revenue recognition. Many agencies...

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Realigning Financial Reporting For Agencies

Realigning Financial Reporting For Agencies

Faster Isn’t Always Better. For many agencies, the way you record revenue and expenses can lead to inaccurate and misleading financial statements....

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A Recipe For Successful Business Growth

A Recipe For Successful Business Growth

Quality over Quantity The pursuit of growth can often feel like a double-edged sword. On one hand, expanding your client base and team can unlock new...

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Why Cash Flow is Essential for Scaling an Agency

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Securing Your Business Emails

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Web Filtering Against Malicious Websites

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Securing Your Business With Password Managers

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Data Backup Best Practices

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Don’t Wait Until Tax Season to Talk To Your CPA

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Why You Need to Have Regular Check-ins With Your CPA

Why You Need to Have Regular Check-ins With Your CPA

One of the Most Valuable Relationships You Can Cultivate is with Your CPA. Your CPA is not just someone who prepares your tax returns once a year;...

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7 Pragmatic Book Marketing Tactics to Attract Right-Fit Clients

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How to Use Authority Marketing to Attract Right-Fit Clients

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Gaining Client Confidence with Foreign Workers

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How to Hire Without Putting More Strain on Your Agency

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Maximizing Retirement Benefits as a Business Owner

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What is a TPA and How Can One Help With Your Company’s Retirement Plan?

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3 Ways HubSpot Can Help Businesses Run More Efficiently

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How HubSpot Grows With Your Business

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Custom vs. State Retirement Plans: Which is Better?

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New Tax Credits Make Retirement Plans More Affordable for Businesses

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What Separates Thought Leadership Agencies Apart

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Identifying Your Agency Mindset

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