In this study, we explored 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 their accountant.
How Often Should Your CPA Bring You Opportunities?
A Financial Strategy Without Tax Planning Is Costing You Thousands
A Good Tax Strategy Is A 12-Month Process
Download the Executive Summary
Download our Primary Research Study, Save Money On Your Agency’s Taxes With An Accountant That Thinks Ahead!
Whether you feel more or less financially savvy than your agency peers, this study will shed light on opportunities you may be missing out on and risks you should avoid.
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.
