A pest-management + lawn-care specialist accounting firm doubled annual revenue 3 years running, generated 300+ MQLs/month, and doubled market share via Salesforce CRM and video-led nurture.
PCO Bookkeepers is a 20-year-old accounting services firm specializing in the pest management and lawn care industries. Offering retainer-based accounting, bookkeeping, and tax advisory, they work with over 200 companies nationwide. Alongside their M&A division, PCO M&A Specialists, they serve as a leader in industry-specific financial services.
By 2019, PCO's sales had stayed flat for three years. Despite content marketing, conferences, and thought leadership, results fell short. Issues: inconsistent lead nurturing, limited CRM/automation, and scattered campaigns. Only part-time marketing setup with no real returns.
Founder Dan Gordon recognized the need for a modern, predictable lead-generation and nurture system.
We migrated the database into Salesforce and created a multi-campaign awareness/nurture engine. We leveraged existing content, introduced 12 educational videos to scale buyer education, and created detailed nurturing drip campaigns. Automated workflows aligned with sales development.
6,000 ideal-fit targets identified.
Centralized CRM with automation workflows.
Multi-stage funnel for buyer education.
Scalable buyer education at every stage.
Dormant M&A division activated.
PCO Bookkeepers shifted from struggling-with-flat to doubling revenue 3 consecutive years — strong client acquisition, scalable marketing engine, and predictable scaling mode.
Whatever your stage. Exploring, evaluating, or ready to move. We meet you there. No pressure, no slide-deck theater.