Most agency owners want more communication more frequently with their accountant.
Many agency owners feel confident with managing money, but far fewer feel confident about taxes.
Many agency owners want results on their tax returns – and they want to work with accountants who understand an agency’s financial needs.
Less than 40% of the respondents give their accountants excellent ratings, which suggests many accountants are failing to provide the financial support agency owners want.
We conducted this research to explore the attitudes, perspectives, challenges, and goals of agency owners in managing the financial aspects of running their agencies and how they feel about their experience with an accountant.
ABOUT CRAIG S. CODY
Craig Cody is a Certified Public Accountant, Certified Tax Coach™️️️️, business owner, host of The Progressive Agency Podcast and author of The 12 Biggest Tax Mistakes that Cost Agency Owners Thousands. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September of 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money. Through his podcast, Craig helps agency owners grow their practices through smart financial decisions and through financial education.