This is designed for $2–10M marketing agency founders who are making important decisions without clear financial visibility. Whether you feel like you’re flying blind or you already have a solid business but know it could be more efficient, this gives you the numbers and direction you’ve been missing. If you’re the one responsible for hiring, pricing, and growth decisions — and you want those decisions backed by real data instead of gut — this is for you.
In 45 minutes, we use your real numbers to show you exactly where your profit is, what your agency is worth, and what to fix first — no guesswork, no fluff.
See what your agency is actually worth today — and what it could be worth if you fix the right variables like pricing, retention, and risk.
We uncover where profit is being lost across clients, services, and pricing — and identify at least $100K in upside, guaranteed.
Understand which clients are driving profit and which ones are quietly draining your margins — so you can make smarter decisions immediately.
Know exactly when you can afford to hire, how it impacts cash, and whether your current growth is sustainable.
Walk away with a clear, prioritized plan focused on the ONE bottleneck holding your agency back right now.
Test decisions live — raise prices, improve retention, adjust costs — and instantly see how it impacts profit and enterprise value.

I'm Michael Argento, CPA — founder of Argento CPA. For the past decade, the only thing I've done is help marketing agency owners get the financial side of their business right. Over 2,000 advisory sessions. 150+ five-star Google reviews. And working with hundreds of founders across Canada and North America. I kept seeing the same pattern. Smart founders running $4 or $5 million businesses with the same financial setup they had at $500K. A bookkeeper coding transactions. A P&L showing up months late with numbers nobody trusted. And no one connecting any of that to the decisions actually moving the business — hiring, pricing, growth, what the company's actually worth. So we built the system that was missing. The Agency Finance OS — fractional CFO, bookkeeping, tax, and modeling under one roof. Built specifically for $2–10M agencies. The workshop you're about to book is the same diagnostic I run with every new client. Whether we end up working together or not, you'll leave with a clear picture of where your profit is hiding, what your business is actually worth, and the one thing limiting your growth right now.

I'm Marco Lamanna — CPA, CA, and Chartered Business Valuator. I'm the CFO at Argento. I spent nearly 12 years at Ernst & Young, most of that in their Strategy and Transactions group, specializing in valuations and financial modeling — working with everything from owner-led businesses to multibillion-dollar multinationals. I left EY as a Vice President in the Valuation, Modelling and Economics practice. After EY, I took on a hands-on CFO role at a private company. Went from advising on value to actually building it — revenue grew over 80% during my time, with significant margin improvement across the business. That background is why the workshop looks different than a typical bookkeeper or CPA conversation. We don't just track your numbers. We show you what your business is worth today, what's quietly compressing the multiple, and what to fix to increase it — the way a buyer actually sees it.
Founder-led marketing agencies doing roughly $2–10M/year who feel “busy but blind” about profit, cash, and valuation. Below ~$2M it’s usually too early; above ~$10M you may be looking at a different finance structure, but the underlying problems are similar.
If you’re close to $2M and have the same issues (uncertain margins, messy finance, big decisions by gut), book the discovery call. If you’re over $10M and now care more about reducing risk, key-person dependency, and getting buyer-grade numbers for a serious exit, we’re still a great fit. 2–10M is just our sweet spot in terms of where most clients sit; we’ll tell you quickly on the call if this is the right container for you.
We’ll send a short questionnaire and ask for your last 12 months of P&L and balance sheet. Exporting those from your current system and answering the questions is usually 20–30 minutes of work. No extra spreadsheets or special models needed.
We plug your real numbers into a simple scorecard, map where profit is hiding or leaking, estimate your current enterprise value, and leave you with a 90-day plan focused on one primary constraint.
No. Your existing bookkeeper/CPA is about history and compliance. This session is about decisions: pricing, headcount, client mix, and risk factors that change profit and enterprise value.
Not necessarily. Many clients keep their year-end firm or in-house bookkeeper. We rebuild the finance OS and can either run it for you or work alongside your current team.
Michael, the founder of Argento, leads and delivers these workshops personally. You’re not getting handed to a junior.
Yes, and it usually makes the session better. Anyone involved in major hiring, pricing, or growth decisions is welcome.
That’s normal. Most agencies come in with messy or half-trusted numbers. Part of the value is showing you what “clean and decision-ready” should look like and how to get there without shame or blame.
The workshop itself is free. At the end, if we both see a clear path to improve profit and enterprise value, we’ll walk through what it looks like to install the full Agency Finance OS together. If it’s not a fit, you keep the plan and we part ways.
If, during the workshop, we can’t identify at least $100,000 in realistic annual profit upside based on your numbers, we pay you $500 for your time. No hoops, no fine print.
No. We guarantee we’ll find at least $100K in specific, numbers-backed opportunities (pricing, client mix, cost, or risk moves). You still have to execute. We show the math and the path; you decide what to implement.
A 15-minute discovery call to confirm fit, time to complete the short questionnaire and send your last-12-month reports, then the 45-minute workshop. Implementation is your choice and can be done with or without us.
Will you sign an NDA? Yes. We’re a licensed CPA firm and treat all financial data as confidential. We’re happy to sign a mutual NDA if your legal team requires one.