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Craig S. Cody, CPA

Educating and aiding agency owners to master their taxes, keeping more of what they earn.

Craig S. Cody is a Certified Public Accountant (CPA), Certified Tax Coach, and the host of The Progressive Agency Podcast. With over 22 years of experience in the financial sector, he specializes in providing expert financial advice, tax strategies, and business growth tips tailored for agency owners. His podcast features discussions with industry experts, focusing on efficient accounting practices and innovative business growth strategies.123

Before his career in accounting, Craig served for seventeen years with the New York Police Department (NYPD), retiring as a Lieutenant. This unique background contributes to his approach in helping clients navigate financial challenges effectively.3 Additionally, he is a bestselling author, further establishing his expertise in financial matters.2

Highlights

Aug 28 · linkedin

"I know we could be saving more on taxes, but we've had the same accountant for years. How do I switch?"

I hear this all the time from agency owners.

Changes like this feel so daunting. There’s the hassle of moving records, the awkwardness of "breaking up" with your current accountant, and the worry that it might be more work than it’s worth.

But the reality is that while you're waiting to make a change you're missing out on strategies that could save you significant money.

If you’ve been feeling that itch to switch, trust that instinct. On the other side is the right accountant who not only understands your industry but is also proactively seeking out ways to optimize your tax situation year-round.

Don’t let the comfort of familiarity keep you from making a smart business move.

Ready to make the switch? Let’s talk about how we can streamline the process and start saving you money.

#financialhealth #accounting #cpa #taxstrategy

Aug 28 · linkedin

Retirement plans are becoming more advantageous for business owners and their teams. If you’re a business owner, there are significant tax credits available for setting up new retirement plans for your employees. However, navigating the legal requirements can be complex.

To ensure you're meeting the necessary criteria—like minimum contributions, limits, deadlines, and qualifications—partnering with a third-party administrator (TPA) is crucial.

Tune in to this episode of The Progressive Agency Podcast, where we dive into these new retirement plans, explore the benefits, and discuss how to collaborate with experts who can guide you in making the best decisions for your business. https://hubs.la/Q02MMXNh0

Related Questions

What inspired Craig S. Cody to transition from the NYPD to a career in accounting?
How has Craig's experience in the NYPD influenced his approach to financial advice?
What are some of the most popular episodes of The Progressive Agency Podcast?
Can you share some of the tax strategies Craig recommends for agency owners?
What are the key takeaways from Craig's book?
Craig S. Cody, CPA
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Location

Garden City, New York, United States