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PCO Bookkeepers

Doubled annual growth two years running, cut sales costs, and doubled market share with smart automation.Doubled annual growth two years running, cut sales costs, and doubled market share with smart automation.

Specialist industry firm PCO Bookkeepers faced stagnant sales despite content attempts. With CRM migration, automation, video-led campaigns, and measured lead nurturing, we scaled them from flat growth to double-digit sales growth for three consecutive years.

A modern laptop displaying a website on bookkeeping services, accompanied by a vase of white flowers on a clean desk. The screen features a professional layout highlighting service offerings.
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About PCO Bookkeepers

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 services, they work with over 200 companies nationwide. Alongside its M&A division, PCO M&A Specialists, the firm serves as a leader in industry-specific financial services. Their growth ambitions faced roadblocks, with flat year-over-year revenue and underperforming internal marketing efforts. Partnering with Redefine Web provided them with modern campaign automation, an enriched marketing pipeline, and clear pathways to achieve year-over-year growth.

Image showcasing multiple devices including a desktop, laptop, tablet, and smartphone displaying a professional accounting and bookkeeping website. The website highlights services such as tax preparation and financial consulting, emphasizing the benefits of choosing their firm.
Email marketing performance metrics showing 391,692 emails sent, 106,251 emails opened (27.1% open rate), along with website analytics indicating 4,097 visitors, 24,097 visits, and 40,783 page views.

The challenge

By 2019, PCO’s sales had stayed flat for three years despite being established and respected. Founder Dan Gordon invested in conferences, thought leadership, and content marketing, but results fell short.

The main issues were inconsistent lead nurturing, limited CRM or automation tools, and scattered campaigns that didn’t translate into qualified leads. With only a part-time marketing setup, resources were stretched thin without real returns.

Dan recognized the need for a modern, predictable lead-generation and nurture system. His goal was to drive growth while strengthening PCO’s positioning in both accounting retainers and high-value M&A services.

Services Used: Strategy, CRM Migration, Lead Nurture, Automation

The Solutions

Redefine Web migrated the database into Salesforce and created a multi-campaign awareness and nurturing engine. We leveraged existing content, introduced videos to scale buyer education, and created detailed lead-nurturing drip campaigns. Automated conversion workflows aligned directly with sales development, ensuring only high-quality leads were progressed.

Key Steps:

  • Database refined to 6,000 ideal-fit targets
  • Salesforce CRM + automation migration
  • Awareness, nurture, and conversion campaigns
  • 12 new videos developed around buyer education
  • Campaigns extending to dormant M&A services
For PCO Bookkeepers, we put together a robust digital strategy that includes:
  • Multi-year doubling of growth revenue
  • 300+ monthly marketing qualified leads
  • Pipeline producing 12-18 sales ready leads monthly
  • Automated nurture freeing sales resources
  • Stronger positioning in both bookkeeping & M&A
  • Stronger positioning in both bookkeeping & M&A
  • Database refined to 6,000 ideal-fit targets
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STRENGTH IN NUMBERS

Business Impact

From struggling with flat growth to doubling revenue 3 consecutive years, PCO Bookkeepers now commands stronger client acquisition and a scalable marketing engine. With automation fully embedded and consistent nurture producing monthly pipeline, the firm has shifted into predictable scaling mode.

100%
Year over year growth for 3 years
300+
Marketing qualified leads monthly
2X
Market share doubled in 3 years

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Don’t Take Our Word for It. Check Out What Some of Our Previous Clients Have to Say

Discover what some of our previous clients have to say about our services. Their experiences highlight the quality of our services and the results we deliver. Let their stories inspire your journey with us.
"In 2023, we rebranded and needed a fresh website to match. Redefine Web, our choice for WordPress development, delivered a highly successful project. Their expertise and responsiveness stood out, resulting in a vastly improved website launched before the holiday season."
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Kyle Vine

Marketing Director, Poetry Ghost
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"We partnered with the agency to redesign our data and analytics consultancy website on WordPress. The previous site was challenging to update. The agency efficiently implemented the new design and improved our PPC landing pages, resulting in increased engagement and better conversion. Their excellent project management and transparent communication made the collaboration seamless and effective."

Brandon Smith

Senior Vice President of National Sales, Intelisys
via Trustpilot
"We were looking for an experienced agency to optimize our PPC landing pages, as the existing ones were not achieving the expected results. After discussing our concerns, the agency proposed a suitable solution. Since implementing the new landing pages, our conversion rate has increased by over 140%. We are now happy with our decision to use Redefine Web."

Benjamin Sänger

Presales Director, Mendix
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“We worked with Redefine Web for their web design services. Their communication was extremely good and I feel like their biggest strength is their creative perspective on design and development. They worked with us to find our goals and vision, enhanced our ideas, and implemented an elegant, modern, and sleep design based on our requirements.”
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Myles Scolnick

CTO, QuoteWell
“The communication with the team was perfect. They’d take all feedback and quickly adjust everything whenever we needed. The ambition, passion, and transparency supported by their technical experience definitely stood out from other agencies. Most importantly, they pushed themselves to find creative solutions to our requests while staying within the budget.”
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Peter Dolenc

Director, C2V
“The communication with the team was perfect. They’d take all feedback and quickly adjust everything whenever we needed. The ambition, passion, and transparency supported by their technical experience definitely stood out from other agencies. Most importantly, they pushed themselves to find creative solutions to our requests while staying within the budget.”
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Francis Strutt

Director, N1Mailbox

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