Empowering Agency Owners with Proactive Tax Strategies and Financial Clarity

Expert tax planning and accounting solutions tailored to help you keep more of what you earn, avoid costly pitfalls, and secure your financial future.

Helping Business Leaders Navigate Tax Complexities

At Craig Cody & Company, we specialize in helping agency owners and business leaders navigate the complexities of tax strategy and financial management. As a Certified Tax Coach™, we're part of an elite group of professionals committed to mastering advanced tax planning techniques through rigorous training and ongoing education. Our mission? To help you retain more of your hard-earned revenue, reduce your tax burden, and achieve sustainable growth.

Passionate About Your Success

With decades of experience and an efficient team approach, we offer much more than traditional tax services. Our comprehensive offerings include proactive tax planning and tailored off-site CFO services, providing the insights and daily financial guidance needed to make informed decisions. We're passionate about supporting agency owners like you, understanding your unique challenges, and creating personalized solutions that drive results. Get started today and take the first step toward financial freedom and growth.

Craig Cody-Working

Financial clarity empowers you to focus on what matters most—growing your agency and serving your clients. Whether you're looking to optimize your current tax strategy, uncover hidden savings, or need strategic financial advice, our dedicated team is here to partner with you.

Our Services

Start with a Free Tax Analysis

You don't need to do this alone. If there is a meaningful opportunity, we will show you where it is and how to capture it.

Education Center

1 min read

Growing Your Existing Clients for Sustained Growth, with Drew McLellan

Episode 62: Growing Your Existing Clients for Sustained Growth, with Drew McLellan For 30+ years, Drew McLellan has been in the advertising industry. He...
1 min read

Digital Tools & Outsourcing Tips with Sara Snyder

Episode 85: Digital Tools & Outsourcing Tips with Sara Snyder Sara Snyder is a Certified Public Accountant with a background in accounting since 2017....
1 min read

Revisiting the Corporate Transparency Act and its Requirements with Craig Cody

Episode 84: Revisiting the Corporate Transparency Act and its Requirements with Craig Cody In this episode of The Progressive Agency Podcast, we revisit the...
2 min read

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 increase...
2 min read

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 heart of this...
2 min read

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 an easy...
1 min read

Achieving Abundance in Times of Scarcity, with Dr. Jordan Cooper

Episode 68: Achieving Abundance in Times of Scarcity, with Dr. Jordan Cooper Dr. Jordan Cooper, with numerous accomplishments in both dentistry and...
1 min read

From ‘Survive’ to ‘Thrive,’ with Craig Cody

Episode 59: From ‘Survive’ to ‘Thrive,’ with Craig Cody Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner and the host of The...
1 min read

The Fundamentals of Practice Growth, with Dr. Tarun Agarwal

Episode 85: The Fundamentals of Practice Growth, with Dr. Tarun Agarwal Dr. Tarun Agarwal represents a new generation of leadership for the dental profession....

The 12 Biggest Tax Mistakes That Cost Agencies Thousands

12-BIGGEST-MISTAKES

Ready to Unlock Exclusive Tax Strategies?

Get your free copy of our Amazon best seller, Secrets of a Tax-Free Life, and learn how proactive tax planning can help you keep more of what you earn. Don’t miss out on these essential insights tailored for agency owners looking to maximize their financial growth.

Claim Your Free Copy Today Fill out the form below, and we’ll send your copy straight to your inbox. Take the first step toward smarter tax strategies and a more profitable future.

Request a FREE Copy of

Shipped to You FREE!