Keep More of What You Make

Tax strategy for marketing agencies and SMBs that turns confusion into clarity and savings you can feel.

Let’s map your best next move.

Simple Packages. Real Saving Outcomes.

Every package includes monthly guidance from a CPA-led team, clear financial reviews, agency-ready metrics, tax projections, continuous tax planning, and both business and personal returns. You get proactive help that focuses on keeping more of your revenue, not just filing paperwork.

Foundations

For business owners who want clean books, steady guidance, and tax planning that actually happens.

Growth

For teams ready to delegate more of the back office and expect tighter operations and better cash control.

Fractional CFO

For leaders who want executive-level finance and a seasoned partner at their side without the full-time cost.

	Foundations	Growth	Fractional CFO
Monthly Price	From $ 2,050 per/mo	From $ 4,800 per/mo	From $ 7,500 per/mo
Included Services
Monthly CPA meeting with an account manager
Financial review of profit & loss and balance sheet
Agency business metrics
Accrual to Cash conversion
4th Quarter Tax Projections
Continuous Tax Planning & Implementation
Business Tax Return & Personal Tax Return
Credit Card Expenses Tracking
Account Reconciliations
Accounts Payable
Bill Payments
Cash Flow Analysis
Biweekly Calls with CPA/Account Manager
Accounts Receivable Processing & Collections
Revenue Recognition
Cash Flow Forecasting (12 months)
Weekly Calls with CPA/Account Manager
Exit Planning
Bank Relationships

Why Owners Choose Craig Cody & Company

Proactive strategy, not just compliance. The firm specializes in advanced, ongoing tax planning so you retain more of your hard-earned revenue.
Certified Tax Coach credibility. Training and education that go far beyond basic prep.
Real-world outcomes. Clients highlight responsiveness, clarity, and significant savings.

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What You Can Expect Each Month

You meet on a steady cadence, review the right reports, and act on a clear plan. Hands-on support, better understanding of your numbers, and time back to focus on growth. We align your package to that same experience.

Craig Cody’s services allowed my firm to focus on our clients and their concerns as opposed to the firm’s finances and tax burden, as a result, our clients are happier and the firm’s financial health more secure. The team at Craig Cody & Company is responsive, professional, thorough and patient.I highly recommend Craig Cody & Company for all of your accounting needs. I also suggest that you ask Craig Cody & Company for the preparation of a tax plan and seriously consider the significant cost/benefit of Craig’s tax plan customized to you and your business.

– Denis G. Kelly

Long Beach, New York

Two years ago we were recommended using Craig Cody & Company for our company and personal use. I wish this had occurred many years ago. We have benefited from the start. Craig took two previous years returns, worked on them for a short time, and retrieved a substantial six figure amount that our previous accountant had overlooked.The people in his firm have been responsive and most capable. And again, this is for our personal and company accounting. Cody & Company is also now doing the accounting for my daughter and her company.You can’t do better than professional work with quick response time

– Ron Walker

"Craig Cody CPA has become an invaluable partner to me and my company. From their invaluable consulting on my personal investments, to the ongoing financial management of my company and creative tax planning, their partnership in invaluable. Cody has become a critical partner to our ongoing success. I’m so lucky to have them in my corner."

– John Gumas

We can't say enough good things about Craig and his team!They are incredibly knowledgeable and always take the time to understand our specific needs - for both our business (ad agency) and our personal finances. Craig is able to explain complex financial concepts in a clear and concise manner, ensuring we have a strong grasp of our financial situation. His recommendations have helped us save money and implement programs that have benefited both us as owners and our entire staff.Craig and his team are professional, organized and highly responsive - not to mention just being all-around great people to know! We highly recommend Craig Cody and Company to any business seeking a top-notch accounting partner.

– John & Kathy Penney