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!

How to Approach the Succession Planning Process, with Drew McLellan

Drew McLellan discusses the best approach to the succession planning process so agency owners can build a realistic exit strategy.

  • How to approach the succession planning process
  • Why succession planning is a long game, and how to set yourself up
… Read more

How Agency Owners Can Strengthen Their Entrepreneurial Skill Set, with Drew McLellan

Entrepreneurial skill does not come naturally. Drew McLellan explains what agency owners can do to master the business side of running an agency with insights about:

  • Why Drew founded AMI, and how he works with agency owners to drive revenue
… Read more

Welcome Build A Better Agency Listeners

building a better agency logoWelcome Build a Better Agency listeners, and I’m so happy you’re here. I had the honor of speaking with Drew on the podcast recently. I work as a CPA in all 50 states and my passion is working with… Read more

Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless… state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding … Read more

CFO Services

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller.

If you’re fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO … Read more

Small Business Accounting

We take care of your books for you, so you can get back to the job of running your business. As a small business owner you have more important things to do than to keep your own books.

Each month … Read more