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!

Why Thought Leadership and Client Loyalty Matter, with Susan Baier

Susan Baier is the Founder of Audience Audit Inc., which helps marketing agencies and thought leaders build ROI and reputation with research. She has been a marketing strategist for nearly 40 years. In her spare time (ha ha) she goes … Read more

How Financial Literacy Saves Thousands for Agency Owners, with Stephen Woessner

For over 25 years, Stephen Woessner has been in the trenches of agency new business strategy working alongside agencies and consultants — teaching them how to build their authority within the markets they serve, grow their audience, and fill their … 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

How You Can Up Your Tax Confidence as an Agency Owner

If You’re an Agency Owner, We Have Tips to Increase Your Confidence About Taxes

Running a marketing agency and being an agency owner comes with challenges — like managing taxes. Many people grapple with concerns about tax codes and benefits, … Read more

How Managing Money Is Different than a Financial Strategy

Get a Financial Strategy, Don’t Just Manage Your Money

Managing your finances is crucial to running a successful business — especially when you’re a marketing or advertising agency owner.

To better serve agency owners like you, we recently conducted an … Read more

Advertising Agency Concerns About Finances

Researching Advertising Agency Concerns

What advertising agency concerns do you have in running your business?

To better serve agencies, we recently conducted an attitudinal research study to find out how confident agency owners are with their financial skills, what they … Read more

How Agency Owners Think About CPAs and CPA Services for Small Businesses

Many marketing and advertising agency owners lack opportunities to save money on their taxes. Are you one of them? At Craig Cody and Company, Inc., our specialty is working with agency owners like you. Because we’re always looking for ways … Read more

Research Visualization

Save Money On Your Agency’s Taxes With An Accountant That Thinks Ahead

In this study, we explored the attitudes, perspectives, challenges, and goals of agency owners in managing the financial aspects of running their agencies and how they feel about … Read more

Agency Tax Research

Save Money On Your Agency’s Taxes With An Accountant That Thinks Ahead

Most agency owners want more communication more frequently with their accountant.

Many agency owners feel confident with managing money, but far fewer feel confident about taxes.

Many agency … Read more

Turning Intellectual Capital into Revenue, with Sharon Toerek

Sharon Toerek, Principal of Toerek Law, focuses her law practice on helping professionals in the advertising, marketing, and creative industries monetize their intellectual capital and manage the legal risks of their work. She joins me on the Progressive Agency podcast … Read more