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.

Sign Up Today

EBITDA and Adjusted EBITDA in Agency M&As

EBITDA and Adjusted EBITDA in Agency M&As

EBITDA is where agency valuation talks start. Adjusted EBITDA is where they get argued. Which add-backs a buyer will accept, and which ones cost you the deal.

Read More
A Comprehensive Look at an Uncommon Exit Strategy — ESOPs

A Comprehensive Look at an Uncommon Exit Strategy — ESOPs

ESOPs offer real tax advantages and employee ownership, but they are complex and rare. How they work, who they suit, and why most agencies are not a...

Read More
Stop Saying Yes to Bad Revenue

Stop Saying Yes to Bad Revenue

To Niche, or Not to Niche? One of the most challenging decisions founders face is whether to specialize or remain a generalist. While generalizing...

Read More
The 3 Barriers to Getting Out of Founder-led Sales

The 3 Barriers to Getting Out of Founder-led Sales

Moving Beyond Founder-led Sales Agency owners often dream of growing their businesses to a point where they can step back from day-to-day operations....

Read More
Shred Your Mortgage and Save Thousands

Shred Your Mortgage and Save Thousands

Leveraging Money Velocity Many business owners underestimate the power of money velocity. They keep their hard-earned cash sitting idle in checking...

Read More
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...

Read More
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....

Read More
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...

Read More
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...

Read More
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...

Read More
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...

Read More

Why Cash Flow is Essential for Scaling an Agency

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

Securing Your Business Emails

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

Web Filtering Against Malicious Websites

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

Securing Your Business With Password Managers

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

Data Backup Best Practices

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

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...

Read More
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;...

Read More

7 Pragmatic Book Marketing Tactics to Attract Right-Fit Clients

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

How to Use Authority Marketing to Attract Right-Fit Clients

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

Gaining Client Confidence with Foreign Workers

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

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...

Read More

Maximizing Retirement Benefits as a Business Owner

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

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

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More

3 Ways HubSpot Can Help Businesses Run More Efficiently

<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;"...

Read More