Sara Snyder is a Certified Public Accountant with a background in accounting since 2017. Currently, she serves as an Account Manager and Outsourced CFO at Craig Cody and Company, Inc., specializing in advanced tax reduction with the designation of Certified Tax Coach.

In this episode of the Progressive Agency Podcast, I sat down with Sara Snyder, our lead CFO, to discuss how technology has revolutionized our accounting services for agencies. We explored the use of tools like Bill.com for streamlining accounts payable and receivable processes.

Sara explained the benefits of outsourcing financial tasks to professionals, including cost-effectiveness, consistency, and freeing up internal resources for higher-value work.

We also touched on additional services that accounting firms can offer agencies beyond basic bookkeeping, such as cash flow projections, budgeting, and helping maintain profitability through industry benchmarking.

• How Bill.com helps keep invoices streamlined and organized
• Streamlining approval processes for invoices for companies with remote workers
• Scheduling invoice payouts ahead of time
• Managing accounts receivable
• The benefits of outsourcing financial services
• Other services provided by finance professionals
• The importance of accrual-based accounting for agencies
• How proper financial reporting supports tax planning

• Website: http://www.craigcodyandcompany.com/
• LinkedIn Personal: https://www.linkedin.com/in/sara-snyder-cpa-ctc-321596191/
• LinkedIn Business: https://www.linkedin.com/company/craig-cody-and-company/

In this episode of The Progressive Agency Podcast, we revisit the Corporate Transparency Act and its implications for business owners. We explore the critical details of the Beneficial Ownership Information (BOI) reporting requirements, which affect small- to mid-sized business entities in the United States.

Business owners need to be vigilant about ongoing compliance with the new BOI reporting requirements. Due to the potential for daily penalties, it’s crucial for businesses to have a system in place to track and report updates to their beneficial ownership information promptly and accurately.

To help business owners get ahead of these changes, we outline who qualifies as a beneficial owner, the four ways an individual can be considered to exercise substantial control, and the specific information that must be reported to FinCEN. We also address the ongoing compliance requirements to report any changes in BOI information in a timely manner and exemptions for certain larger businesses.

• When reporting must be completed by
• What is beneficial ownership information (BOI)?
• Four ways an individual can be considered a beneficial owner
• How to report beneficial owner information
• Penalties incurred for missing reporting deadlines
• Being aware of potential scams
• Who’s exempt from reporting?
• Rules for rental properties, LLCs, and other side hustles

• Website: http://www.craigcodyandcompany.com/
• Twitter: @CraigC2742
• LinkedIn: https://www.linkedin.com/in/craigcodycpa
• BOI Report FinCEN

Katy Boos founded Remix Communications because she’s passionate about creating impactful thought leadership programs for her clients. Brainstorming compelling topics and narratives, Katy helps bring ideas to life on stage at top industry events for clients such as Adobe, Meta, Stitch Fix and several successful start-ups. Before Remix, Katy co-founded a successful Silicon Valley marketing/PR firm which she exited in 2016. Earlier she managed PR programs at Apple for Media & Entertainment and mobile products.

In this episode, Katy shares her expertise on how agency owners can use speaking engagements and thought leadership to generate new clients and grow their businesses.

She discusses the three-stage approach to maximizing speaking opportunities — pre-event promotion, making the most of your time at the event, and post-event activities. She emphasizes the importance of choosing compelling, niche topics that resonate with the target audience, and covers strategies for landing speaking engagements.

Don’t let imposter syndrome hold you back – everyone has expertise to share. Katy has the skills and knowledge to teach agency owners how they can turn their shared knowledge into right-fit opportunities.

• How agencies and agency owners can use public speaking to generate new clients
• Promoting your speaking opportunity before, during, and after
• Finding the right topic that fits your expertise
• Niching down your topic to be industry-specific
• Understanding your audience and what they want to hear
• Finding the events that are a good fit for you
• Partnering and collaboration to boost credibility
• Paid vs. unpaid speaking
• How much should you give away?

• Website: https://remixcommunications.com/resources/
• LinkedIn Personal: https://www.linkedin.com/in/katyboos/
• LinkedIn Business: https://www.linkedin.com/company/remixcommunications/
• Twitter: https://x.com/Remix_Comms
• Facebook Business: https://www.facebook.com/RemixCommunications
• Instagram: https://www.instagram.com/remix_comms/