Scale Your Marketing Agency with Financial Clarity
Fractional CFO and Accounting Solutions for Your Agency—Earn More, Work Less, and Grow Faster
Managing a marketing agency is not easy. You juggle complex campaigns, pricing models, and client demands, all while trying to figure out which services truly boost your bottom line. Maybe you’re unsure how to keep cash flowing smoothly or when to invest in growth—perhaps even when to prepare for that future sale. At Argento CPA, we provide the financial insights, automated systems, and reporting you need to confidently scale your agency beyond the $2M mark, reclaim your time, and steer your business toward long-term goals.
A Success Story:
Banch Marketing: Doubling Revenue and Boosting Profit With Argento CPA
“Michael is the best in the business. His attention to detail and customer service is outstanding. We’ve been working with Argento for 3 years now with 2 of our corporate businesses for monthly bookkeeping as well as our personal taxes. I would Highly recommend Michael and his team.”
— Drew Urquhart, Banch Marketing
Addressing Common Concerns:
- Challenge:
- CEO Overload: Drew spent 40+ hours weekly on sales, leaving little time for strategy or personal life.
- Profit Blind Spots: No system to measure client or staff profitability.
- Cash Flow Issues: Billing delays and uncollected invoices squeezed funds.
- Tax Audit Risk: A $53k potential CRA adjustment loomed over advertising expenses.
- Approach:
- Sales Delegation: Freed Drew’s schedule by shifting sales tasks, letting him focus on strategy (and enjoy golf/basketball).
- Streamlined Payroll & Communication: Efficient payroll systems + Slack integration = Argento CPA felt like part of the Banch team.
- Fractional CFO Support: Real-time insights on profitability, acquisition costs, and churn.
- CRA Audit Response: Quickly averted a $53k tax hit.
- Cash Flow & Tax Planning: Installed structured billing, reduced AR, and reinvested profits for long-term stability.
- Results:
- +102% Revenue: Jumped from $1.31M to $2.65M in one year.
- +86% Profit: Soared from $572k to $1.07M.
- 10+ Hours Saved/Week: Drew reclaimed time for growth and personal pursuits.
- Stable Cash Flow: Better billing practices led to consistent inflows.
- $53k Tax Win: Swift audit handling avoided a hefty expense.
- Why It Matters:
By focusing on the right data and providing proactive solutions, we helped Banch Marketing thrive—both financially and personally. Drew now has more profit, more time, and more confidence in the future.
Why Marketing Agencies Turn to Us:
We’ve worked with a range of agencies and keep seeing the same core challenges:
- Lack of Clear KPIs or Team Metrics:
Without tracking numbers like LER (Labor Efficiency Ratio), LTV (Lifetime Value), CAC (Customer Acquisition Cost), or churn, it’s hard to improve performance or decide who to hire next.
Example: One firm hired too fast and had no measure to guide raises or incentives for top performers.
- Unsteady Cash Flow:
Late invoices, long payment cycles, and seasonal revenue swings leave your cash flow on shaky ground, halting growth plans.
Example: Another agency struggled with unpredictable income due to slow-paying clients and manual billing that dragged out the process.
- Scaling Without a Roadmap:
You dream of surpassing $5M, hitting 20% profitability, or maybe even selling your agency or spinning off a new venture. But without solid financial systems, how do you map out the path?
- Hidden Profit Leaks:
Without real-time profit tracking per client, project, or team member, it’s tough to see where you’re making money and where you’re bleeding revenue.
Example: One agency relied purely on gut instinct for pricing, missing chances to improve margins.
- Leadership Overload:
Owners and CEOs often end up buried under financial admin—handling payroll, chasing late invoices, and forecasting cash flow—leaving no room for strategy.
Example: At a $2M+ agency, the CEO was stuck in spreadsheets instead of pursuing acquisitions or new clients.
Our Profit Multiplier System for Your Agency:
We use a step-by-step approach to solve these exact issues:
Financial Reset & Automation:
- What We Do: Move you into a streamlined accounting setup—using tools like QuickBooks, Dext, Plooto, and Reach Reporting—so invoicing, forecasting, and reporting run like clockwork.
- Your Benefit: Faster month-end closes, instant insights on who pays late, and a crystal-clear look at each project’s financial health. No guesswork.
Cash Flow & Budget vs. Actual Reviews:
- What We Do: Build a cash flow forecast that accounts for seasonal revenue, milestone billing, and smart payment terms. We also compare actual numbers to your budget each month.
- Your Benefit: Predictable cash flow and peace of mind. With this clarity, you can focus on hitting acquisition targets, improving client retention, or getting ready for a future sale.
Profitability & Performance Tracking:
- What We Do: Drill down into profitability by client, campaign, and team member. Introduce KPIs such as LER, LTV, and churn. Set up monthly profit reviews and scorecards.
- Your Benefit: Spot your most profitable clients, fix underpricing, and know exactly where to put resources. Finally, make decisions based on real data, not hunches.
Delegation & Leadership Freedom:
- What We Do: Handle financial operations—payroll, accounts receivable/payable, forecasting—so leaders get their time back. We offer ongoing financial guidance, not just once a year.
- Your Benefit: Spend more hours on strategic growth, landing bigger clients, or even developing that tech platform you’ve dreamed of, while we keep the financial engine humming behind the scenes.
Why Start Now?
The sooner you fix cash flow issues, rework pricing, and straighten out reporting, the sooner you run a smoother, more profitable agency. Start today, and set yourself up for easier scaling and better margins down the road.
Ready for Real Financial Clarity and Growth?
Stop relying on guesswork. Let Argento CPA give you a clear financial roadmap, smoother cash flow, and a scalable sales strategy. Together, we’ll turn your MSP into a stable, thriving enterprise that supports your personal goals and long-term vision.