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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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 bill clients upfront for work and record that income immediately upon invoicing rather than aligning...

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Realigning Financial Reporting For Agencies

Realigning Financial Reporting For Agencies

Recording revenue the moment you bill it distorts every month that follows. Why agencies need accrual-basis reporting, and how to align revenue with...

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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

Your CPA relationship should be more than an annual filing exercise. Why monthly or quarterly check-ins surface opportunities a March return never...

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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

Waiting until your team hits 100% utilization to hire is already too late. Why the right trigger is 65 to 70%, and what the hiring lag actually costs...

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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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What Are Your Big 3?

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Save Thousands with Proper Tax Planning

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Rethinking Agency Staffing by the Numbers

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