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.

Unlock the Secrets of Savvy Tax Strategies!

Web Filtering Against Malicious Websites


Enhancing Business Security

The internet is an essential tool for businesses to operate and succeed. However, with the convenience and accessibility of the internet comes a significant risk — the threat of Read more

Securing Your Business With Password Managers


Why It Matters

In an agency, there are numerous accounts and login credentials for employees to keep track of — from company email and internal apps to online banking, vendor portals, and Read more

Data Backup Best Practices


Data is the Lifeblood of Most Modern Businesses

Whether you are a small mom-and-pop shop or a large corporation, losing your critical data could be absolutely devastating. That’s why having a reliable … Read more

Don’t Wait Until Tax Season to Talk To Your CPA


Be Proactive

As a business owner, your relationship with your CPA should be much more than just an annual tax preparation exercise. Unfortunately, many business owners fall into the trap of … Read more

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; they can be a strategic Read more

7 Pragmatic Book Marketing Tactics to Attract Right-Fit Clients


The Magnificent 7

While writing a book is a powerful way to establish your authority and expertise, the real impact comes from how you market and promote that book. There are countless … Read more

How to Use Authority Marketing to Attract Right-Fit Clients


Why Write a Book?

One of the biggest challenges of an agency owner is consistently attracting right-fit clients into your sales pipeline. While there are many marketing tactics you could employ, the #1 way to … Read more

Gaining Client Confidence with Foreign Workers


Building Client Confidence with Foreign Talent

For agencies hiring global talent, one common concern is whether clients will accept working with individuals who aren’t native English speakers. There can be worries that Read more

How to Hire Without Putting More Strain on Your Agency


Timing is Everything

As an agency owner, one of the biggest challenges is deciding when to bring on new talent. Hire too soon, and you risk impacting profitability. Wait too long, and Read more

Maximizing Retirement Benefits as a Business Owner


How TPAs Help Business Owners

As a business owner, you understand the importance of offering retirement benefits to attract and retain top talent. However, you also want to ensure your company’s retirement Read more