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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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
Unlock Hidden Budget from Clients in 2024
Agencies aren’t pitching their clients new ideas often enough. Whether it’s out of fear of being too sales-y or worrying that your client doesn’t have more money to spend with you, both fears are often misplaced and … Read more
Are You Required to File Under the CTA?
Major new legislation called the Corporate Transparency Act (CTA) is going into effect in 2024. This law requires most domestic companies in the United States to report their beneficial ownership information to the government. However, not all entities will … Read more
Be Prepared for the Corporate Transparency Act
Agency owners need to be aware of big changes coming in 2024 under a new law called the Corporate Transparency Act (CTA). This act will require most domestic companies, including LLCs, corporations, and partnerships, to report their “beneficial ownership” … Read more
