PCO Bookkeepers

Doubled growth 3 years straight with 300+ qualified leads

Specialist industry firm PCO Bookkeepers faced stagnant sales despite producing content. Through a CRM migration, automation, video-led campaigns, and structured lead nurturing, I helped them move from flat growth to double‑digit sales increases for three straight years.

About PCO Bookkeepers

PCO Bookkeepers is a 20‑year‑old accounting firm serving the pest management and lawn care industries. They offer retainer‑based accounting, bookkeeping, and tax advisory services to more than 200 companies nationwide. Through their M&A division, PCO M&A Specialists, they support industry‑specific transactions and financial strategy.

Their growth goals stalled because revenue stayed flat year after year, and internal marketing efforts underperformed. After partnering with me, they gained modern campaign automation, a stronger marketing pipeline, and clear routes to reach steady year‑over‑year growth.

The challenge

By 2019, PCO’s sales had stayed flat for three years despite its strong reputation. Founder Dan Gordon invested in conferences, thought leadership, and content marketing, yet the impact remained limited.

Their main problems came from inconsistent lead nurturing, minimal CRM support, no automation, and scattered campaigns that didn’t convert into qualified leads. With only part‑time marketing coverage, their efforts stayed stretched and produced weak returns.

Dan wanted a modern, predictable lead‑generation and nurture system that would support growth and strengthen PCO’s positioning across accounting retainers and high‑value M&A services.

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

Esteemed digital marketing solutions

I migrated their database into Salesforce and built a multi‑campaign awareness and nurturing engine. I used their existing content, introduced videos to expand buyer education, and created detailed drip sequences. Automated conversion workflows aligned with sales development so only strong leads moved forward.

Key Steps

Database refined to 6,000 ideal‑fit targets
Salesforce CRM with full automation migration
Awareness, nurture, and conversion campaigns
12 new videos built for buyer education
Campaigns expanded to dormant M&A services

For PCO Bookkeepers, we put together a robust digital strategy that included:

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
Database refined to 6,000 ideal-fit targets
Salesforce CRM + automation migration

STRENGTH IN NUMBERS

Business impact

PCO Bookkeepers moved from flat growth to doubling revenue for three straight years. They now run a stronger client acquisition system supported by a scalable marketing engine. Automation runs throughout their pipeline, steady nurture produces monthly opportunities, and the firm operates in a predictable scaling mode.

100%

Year over year growth for 3 years

300+

Marketing qualified leads monthly

Market share doubled in 3 years