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!

What is a TPA and How Can One Help With Your Company’s Retirement Plan?


Using a Retirement Plan Expert

Navigating the complex world of tax-qualified retirement plans like 401(k)s can be a daunting task for employers. These plans provide tax advantages for both employers and employees, but Read more

3 Ways HubSpot Can Help Businesses Run More Efficiently


The Power of HubSpot’s Integrated Platform

Many organizations face challenges in attracting customers, nurturing leads, and driving revenue growth. From disconnected data systems to outdated marketing tactics, businesses can struggle to align their Read more

How HubSpot Grows With Your Business


Making HubSpot Work For You

For entrepreneurs and new business owners operating on a shoestring budget, the idea of investing in expensive software can seem out of reach. However, as business owner and HubSpot expert George B. Read more

Custom vs. State Retirement Plans: Which is Better?


Avoid State-Mandated Retirement Plans

An increasing number of states are implementing state-run retirement programs that require employers to either offer their own qualified retirement plan or be automatically enrolled in the state program. While the intent Read more

New Tax Credits Make Retirement Plans More Affordable for Businesses

Benefit Plans To Attract & Keep Talent

As an employer, offering a retirement plan like a 401(k) to your employees is a valuable benefit that can help attract and retain top talent. However, the costs … Read more

What Separates Thought Leadership Agencies Apart


If you’re an agency owner who has faced difficulties keeping up with rapid industry changes, it might be time to rethink your business strategy. Agencies that are unbeatable in their niche or industry have a … Read more

Identifying Your Agency Mindset


Agency owners face a number of challenges that can make or break their success in an ever-changing industry. Despite this, some agencies consistently stand out in a crowd over their competitors and find … Read more

What Are Your Big 3?


Running a successful digital agency pulls owners in countless directions daily. Between client demands, team oversight, business development, financials, and more, leaders often end up focusing on non-strategic tasks that pull us away from what … Read more

Save Thousands with Proper Tax Planning


As an agency owner, you juggle an endless array of business responsibilities daily. With so much on your plate, properly managing taxes often becomes an afterthought. But this lack of ongoing tax planning is likely costing your agency … Read more

Rethinking Agency Staffing by the Numbers


With a difficult fiscal year for agencies behind us, reflecting on what worked and what didn’t can help us move forward more confidently and tactfully in the future. In this particular case, the one thing that … Read more