Communication is Key With Your CPA, with Craig Cody

May 1, 2024

Episode 70:

Craig Cody is a Certified Public Accountant, Certified Tax Coach™, business owner, and the host of The Progressive Dentist Podcast and The Progressive Agency Podcast. Prior to his current work, Craig spent seventeen years with the NYPD, where he retired as a Lieutenant in September 2000. Craig is an expert in helping his clients legally reduce their tax liabilities and keep more of their money.

This week, we’re revisiting a research study conducted about a year ago where participants asked some intriguing questions. We’ll pick out a few of those questions and discuss them more in-depth.

The most common questions we had all boiled down to one answer: communication. Regular communication, at least monthly, between a business owner and their CPA allows the CPA to truly understand the owner’s personal financial goals, growth goals, and exit/transition plans.

Don’t treat your CPA relationship as just a once-a-year tax filing — make it an ongoing advisory partnership to receive the best advice and money-saving results that you expect.

What you will learn in this episode:

  • What clients want from a CPA relationship
  • Knowing your growth and transition goals
  • How to have a CPA who will ask you questions about your goals
  • Communication goes both ways
  • Giving your CPA 60-90 days to fully understand your business

Resources:

Posted in Podcast