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
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Your Agency's AI ROI Isn't Faster Work. It's Higher AGI Per Employee.
AI making your team faster isn't a return. A CPA's five-number scoreboard for measuring whether AI actually raised your agency's margin and AGI per...
The Confidence Gradient: Why Agency Owners Trust Last Month but Fear Next Quarter.
300+ agency owners rated their finances at BABA 2026. They trust the past, fear the future. A CPA on the five categories, and the one they missed:...
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. But higher prices don't fix a leaky agency. The three leaks, and who actually keeps the margin...
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
Outsourcing agency finance buys expertise, continuity and cost savings without a full-time hire. What it covers, and the question to settle before...
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...
Your Brand Identity is More Than Just “Fluff”
Branding is often viewed as an abstract concept – a “fluffy” addition that’s nice to have but not essential. However, this idea couldn’t be further...
What Your Pricing Says About Your Business
The way you price your offerings does more than just determine your revenue — it sends a powerful message about the quality of your work. This...
Breaking the Price Ceiling as a Best-in-Class Business
Unlocking New Pricing Potential Companies that are premium players in their market often face a unique challenge: the perception that they’ve reached...
The Crucial Role of Having a Digital Marketing Plan
Digital marketing moves fast, and it’s easy to get caught up in the latest trends and technologies. But as Corey Morris, CEO of Voltage, emphasizes,...
Meshing Digital Marketing and Deep Strategy Work
The Disconnect Between Specialized Marketing and Business Results With how quickly digital marketing moves and changes, it’s easy for specialists to...