FOR FOUNDERS OF $2–10M MARKETING AGENCIES
Agency-specialist bookkeeping, tax, and CFO running your Finance OS
Watch us turn a $3M Agency's Messy Numbers Into a Clear $6M Valuation Plan
In 15 minutes, I fill out our Agency Profit & Valuation Scorecard on a real $3M agency and model a path from 15% to 30% margins and an estimated $6M enterprise value using just 6 metrics and 5 risk factors. If you want us to run this exact process on your numbers, book a call below.
4.9★ on Google • 150+ 5‑star Google reviews • 2,000+ founder sessions • CPA, CBV
Stop Guessing on Every Financial Decision in Your Agency
Free. No obligation. You keep the plan regardless.
Client Outcomes from Agencies We Work With
High Ticket Agency
$3M → $6.7M
Revenue +2.3x in 6 months, founder delivery time cut from ~80% to ~30%, cash to ~$1.3M with ~3 months’ runway.
Niche Agency
$5M
Operating margin from ~1% to 26% in under a year; every department now on or under budget, live dashboard used daily.
Lead‑gen Agency
$1.3M →$2.6M
Revenue +102%, profit +86% in 12 months, now a ~$4M agency at ~35% margins; founder takes 2–3 week vacations while sales keep running.
Past client outcomes depend on your numbers and execution.
TESTIMONIALS
What our agency clients are saying about us
The team at Argento is the real deal. Not only do they understand the power of organizing financials to be insightful and useful, they are always looking to enhance their approach. In less than a year, we have completely overhauled our approach to finance with the and it has been a great experience. If you're looking for a professional, business growth oriented finance team, you've found it.
"We've been working with Argento CPA for about four months. Michael, our CFO helped us design a key hire comp structure and finance model we never would have built on our own. The guidance has been super helpful and the enterprise-value focus gives us a lot more clarity and certainty about where we're heading. Couldn't recommend Michael and his team enough!"
As the CEO of a SaaS and marketing agency, it’s easy to lose focus on your financials when you’re focused on growth, sales, and operations. Over time, it becomes harder to fully grasp things at a strategic level. Before working with Argento, we had the numbers, along with a mess from the previous accounting firm we used and no clarity in how to use them to make better decisions. Michael and his team really stepped in and brought structure to everything. They helped us clean up our financials, build proper reporting, and most importantly, start forecasting in a way that actually feels actionable. Now we’re not just looking backward, we’re planning ahead with a clear understanding of where we’re going. If you're tired of dealing of the typical accountant that can't communicate beyond the numbers, then hire Michael and his team. Highly recommend!!
"Working with Michael and the team at Argento CPA has been a game-changer for our business. Every time we meet, we walk away with clearer strategies, smarter systems, and actionable insights that directly impact our bottom line. What sets Argento apart is that they don't just send reports, they think like partners."
"I had always wanted to bring on a fractional CFO, and after more than 10 years in business, I finally got the chance. Working with Michael Argento and his team has been nothing short of transformative. Over the years, I've hired more than five different bookkeepers, each leaving my books in worse shape than before. When I met Michael, he immediately delivered what I had been searching for as a growing business owner preparing for funding rounds. Within just six months, Michael had us organized, tracking profits, and consistently hitting projections. His expertise and guidance have been a game changer. I highly recommend Argento CPA to any business owner serious about growth and financial clarity."
"Working with Michael is one of the best decisions I've made for my business. I originally hired a different highly rated accountant and the experience was horrible. Then I reached out to Michael and just from our initial conversation, I knew he took his work and his clients seriously. He actually listened to what I needed and got everything perfectly caught up and he did it fast. Highly recommended!"
"Michael and the Argento team are a pleasure to work with. They're fast, professional, and adaptable to whatever your business accounting needs are. I highly recommend it!"
"Really smart and ambitious fractional CFO that has served us well so far! Thanks for the support Michael and team!"
"Before working with this team, we were constantly struggling to keep payroll accurate, and our books never felt fully up to date. Since partnering with them, everything has completely transformed. Payroll is now streamlined, our financials are organized, and we finally have a clear roadmap toward our ideal future state as an organization. The biggest win has been peace of mind knowing everything is accurate, compliant, and handled quickly. We went from doing everything manually and fixing errors to having full confidence in our numbers, systems, and long-term path. Could not recommend Argento more!!"
Tell us about your agency (60 seconds) so our CFO team can prep for your Profit and Valuation Snapshot
Built for Founder-Led Agencies That Want Real Financial Clarity
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 you need to de-risk to make it a sellable asset, 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.
benefits
What You Walk Away With After the Workshop
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.
Agency Valuation Scorecard
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.
Profit Leak Analysis ($100K+ Identified)
We uncover where profit is being lost across clients, services, and pricing — and identify at least $100K in upside, guaranteed.
Client & Service Profitability Breakdown
Understand which clients are driving profit and which ones are quietly draining your margins — so you can make smarter decisions immediately.
Hiring & Cash Flow Clarity
Know exactly when you can afford to hire, how it impacts cash, and whether your current growth is sustainable.
90-Day Constraint Plan
Walk away with a clear, prioritized plan focused on the ONE bottleneck holding your agency back right now.
Real-Time “What If” Scenario Modeling
Test decisions live — raise prices, improve retention, adjust costs — and instantly see how it impacts profit and enterprise value.
Michael Argento, CPA
I'm Michael Argento, CPA — founder of Argento CPA.
For the past decade I've done one thing: help marketing agency owners get the financial side of their business right. 2,000+ advisory sessions, 150+ five-star Google reviews, and hundreds of founders across Canada and North America.
And I kept seeing the same pattern. Smart founders running $4–5M agencies on the same financial setup they had at $500K. A bookkeeper coding transactions. A P&L that shows up months late with numbers nobody trusts. And nobody connecting any of it to the decisions that actually move the business — hiring, pricing, growth, what the company's 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.
Booking an intro call to see if we're a fit for the free 45-min Agency Profit Workshop is the first step to working together.
Marco Lamanna, CPA, CA, CBV — CFO
I'm Marco Lamanna — CPA, CA, and Chartered Business Valuator, and the CFO at Argento.
I spent nearly 12 years at Ernst & Young, most of it in their Strategy and Transactions group, specializing in valuations and financial modeling — everything from owner-led businesses to multibillion-dollar multinationals. I left as a Vice President in EY's Valuation, Modelling and Economics practice.
Then 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 there, with significant margin improvement across the business.
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 raise it — the way a buyer actually sees it.
FAQs
Who is this workshop really for?
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.
What if we’re slightly under $2M or over $10M?
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.
Do I need to prepare anything for the 45-minute workshop?
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.
What happens during the workshop?
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.
Is this just bookkeeping or tax advice?
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.
Do I have to switch bookkeepers or CPAs to work with you?
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.
Who will be on the call?
Michael, the founder of Argento, leads and delivers these workshops personally. You’re not getting handed to a junior.
Can my business partner, COO, or finance lead join?
Yes, and it usually makes the session better. Anyone involved in major hiring, pricing, or growth decisions is welcome.
What if my numbers are a mess or I’m embarrassed by our books?
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.
Is this really free? What’s the catch?
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.
How does the $100,000 profit guarantee work?
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.
Does “$100,000 in profit upside” mean you guarantee I’ll make that money?
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.
How much of my time does this take beyond the workshop?
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.
Is my data confidential?
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.