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.
