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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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

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