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.
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Explore New Verticals with a Strategic Partner
Testing New Waters
For agencies looking to expand their service offerings and capabilities, the typical path involves taking on substantial risk. Want to break into a new vertical like public relations, … Read more
What Agency Owners Should Look for in Strategic Partnerships
An Adaptive Agency is a Good Agency
Agencies are expected to do more and be more for their clients more than ever. With technology constantly shifting and expanding, there’s a lot … Read more
Using Deferred Revenue to Balance Your Books
Delaying Revenue Recording
One of the biggest factors distorting profitability reporting for agencies is improper revenue recognition. Many agencies bill clients upfront for work and record that income immediately upon invoicing … Read more
Realigning Financial Reporting For Agencies
Faster Isn’t Always Better
For many agencies, the way you record revenue and expenses can lead to inaccurate and misleading financial statements. This doesn’t mean that the financial statements are wrong; … Read more
A Recipe For Successful Business Growth
Quality over Quantity
The pursuit of growth can often feel like a double-edged sword. On one hand, expanding your client base and team can unlock new opportunities and propel your business … Read more
Why Cash Flow is Essential for Scaling an Agency
Key Lessons for Agency Owners
As an agency owner, scaling your business can be hindered by poor cash flow management. Many agencies start out taking on projects without a clear understanding of … Read more
Securing Your Business Emails
Tightening Email Security
Email remains one of the primary modes of communication for businesses. However, with the ubiquity of email comes an increased risk of cyberattacks, often in the form of … Read more
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
