The Progressive Agency podcast is a resource to help agency owners keep more of what they make. As a CPA, I work with many different business types to put tools in place that build wealth outside of their businesses. Agency owners in particular tend to struggle with this. My goal with The Progressive Agency platform is to provide clarity around tax reduction strategies that agency owners can use to achieve financial success in the long-term. Join The Progressive Agency community to learn new ways you can make your agency scaleable or sellable down the line. Click here to learn more about me.
Episode 60: Top 5 Actions to Keep More Money in Your Pocket, with Craig Cody
Craig S. Cody is a Certified Public Accountant, Certified Tax Coach, bestselling author, and business owner with over 22 years of experience helping agencies keep more of what they make. Craig is also the host of The Progressive Agency Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired…
Read More →Episode 59: Turning Intellectual Capital into Revenue, with Sharon Toerek
Sharon Toerek, Principal of Toerek Law, focuses her law practice on helping professionals in the advertising, marketing, and creative industries monetize their intellectual capital and manage the legal risks of their work. She joins me on the Progressive Agency podcast to describe how she helps agencies protect their intellectual property. Hear insights about: Why it’s…
Read More →Episode 58: Reframing the Narrative Around Making New Hires, with Dan Englander
I’m honored to have Dan Englander with me this week on the Progressive Agency podcast. Dan is the CEO and Founder of Sales Schema and host of The Digital Agency Growth Podcast. He joins me to share the details of growing an agency and how to ensure you hire the right people into your organization.…
Read More →Episode 57: How to Avoid Common Financial Mistakes, with Jane Pfeiffer
This week on the Progressive Agency podcast, I welcome Jane Pfeiffer to the show. She helps amplify nonprofit organizations and the impact that they make through meaningful marketing solutions. During our conversation, Jane shares how to avoid common financial downfalls that agency owners make. Hear insights about: How the things that companies don’t know cost…
Read More →Episode 56: Understanding the Pass-Through Entity Tax, with Craig Cody
If you’re searching for ways to lower your taxable income, learn how the pass-through entity tax could help. Listen to this episode to hear insights about: How the 2018 tax cuts impacted personal tax deductions What the pass-through entity tax is Why would business owners want to take advantage of the pass-through entity tax Which…
Read More →Episode 55: Podcasting to Grow Your Agency, with Tom Schwab
This week on the Progressive Agency podcast, I welcome Tom Schwab to the show. He helps thought leaders (coaches, authors, speakers, consultants, and emerging brands) get featured on leading podcasts their ideal prospects are already listening to. During our conversation, Tom shares how having the right conversations with the right person could be life-changing for…
Read More →Episode 54: Building an Agency as a Creative Entrepreneur, with Taja Dockendorf
This week on the Progressive Agency podcast, I welcome Taja Dockendorf to the show. She’s built her agency, Pulp and Wire, into one of the fastest-growing, 100% woman-owned consumer packaging firms. Taja shares how to start and grow an agency as a creative rather than an entrepreneur, and the importance of fostering client relationships. Hear…
Read More →Episode 53: The Benefits of Attitudinal Research, with Susan Baier
This week on the Progressive Agency podcast, I welcome Susan Baier to the show. She’s been a marketing strategist for thirty years and began her company, Audience Audit, in 2009. Susan helps marketing organizations understand their best audiences based on attitudes and needs, rather than just demographics or purchase behavior. Susan shares how research can…
Read More →Episode 52: Deducting Business Travel Expenses, with Craig Cody
If you’re planning to travel for work, you’ve likely thought about deducting business travel expenses. Listen to this episode to hear insights about: How business travel documentation rules differ between corporations and proprietorships Why you need to report your business travel on your business taxes rather than your personal taxes The four elements you must…
Read More →Episode 51: Planning and Forecasting for Your Agency, with Tim Kilroy
This week on the Progressive Agency podcast, I welcome Tim Kilroy to the show. He’s founded three agencies and successfully sold two. Today, he helps digital agencies generate more revenue, more profit, and more happiness. Tim shares his forecasting and planning tips that help agency owners hire better and scale their business. Hear insights about:…
Read More →