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Episode 220: Why Accurate Reports + Actionable Data = Success
Manage episode 475079685 series 3345179
Content provided by Brought to you by Donnie Shelton and Dan Gordon, Brought to you by Donnie Shelton, and Dan Gordon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brought to you by Donnie Shelton and Dan Gordon, Brought to you by Donnie Shelton, and Dan Gordon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Dan and Donnie discuss what you need to do month in and month out to create accurate financial statements so you can take meaningful action in your business. Donnie offers a glimpse into the numbers he uses to run Triangle Pest Control, and Dan shares an accountant's perspective and tools he recommends.
Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
233 episodes
ShareManage episode 475079685 series 3345179
Content provided by Brought to you by Donnie Shelton and Dan Gordon, Brought to you by Donnie Shelton, and Dan Gordon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brought to you by Donnie Shelton and Dan Gordon, Brought to you by Donnie Shelton, and Dan Gordon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, Dan and Donnie discuss what you need to do month in and month out to create accurate financial statements so you can take meaningful action in your business. Donnie offers a glimpse into the numbers he uses to run Triangle Pest Control, and Dan shares an accountant's perspective and tools he recommends.
Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services
233 episodes
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1 Episode 228: The Ideal Branch Size for Pest Control 33:54
33:54 
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Play Later Play Later Lists Like LikedThis week, Dan and Donnie debate the ideal branch size for a pest control company. Is it better to operate several smaller branches or one multi-million location? They explore the pros and cons of smaller offices, larger locations and a hybrid model with satellites. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 227: QualityPro: Taking Your Company to the Next Level 40:46
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Play Later Play Later Lists Like LikedTom Jarzynka, VP of Technical & Training for Massey Services, joins Dan and Donnie this week to share his journey in the pest control industry and talk about credentials. As a member of NPMA's QualityPro board, Tom shares what it takes to become accredited, how it helps pest control companies in practical terms and what's coming down the pike for the program. Guest: Tom Jarzynka, Vice President of Technical & Training, Massey Services Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 226: Cybersecurity in Pest & Lawn: Real Threats, Real Solutions 37:31
37:31 Play Later Play Later Lists Like Liked37:31
Play Later Play Later Lists Like LikedThis week Dan and Donnie discuss the prevalence of cyber attacks on small businesses. They cover common threats (phishing scams, ransomware attacks and data breaches), first-hand experiences and real-world case studies. Finally, they share several strategies for protecting your company from cyber attacks to avoid costly consequences. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 225: Are You Recession-Ready? Prepare Your Pest & Lawn Business for a Slowdown 41:34
41:34 Play Later Play Later Lists Like Liked41:34
Play Later Play Later Lists Like LikedThis week, Dan and Donnie discuss the potential for a lasting economic slowdown and the impact it would have on pest control and lawn care businesses, including customer price sensitivity and increased cancels. They also share strategies for increasing revenue, reducing costs and handling marketing during uncertain times. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Top Insights from April's PMP Industry Insider Podcast 14:33
14:33 Play Later Play Later Lists Like Liked14:33
Play Later Play Later Lists Like Liked🎙️ Welcome to Insiders Rewind — Recapping April! This month, we’re diving into insights from Episodes 220 to 223, ✅ Episode Highlights: Ep. 220: Accurate Reports - Are you squeezing enough value out of your CRM data? Ep. 221: Tariffs! - Lots of chemicals used in the pest control industry come from other countries. What is the impact on these with all of the tariff talk? Ep. 222: AI CSRs - Ka Tsu from Avoca AI explains more about AI CSRs and how they never sleep, never take a day off and never miss a call! Ep. 223: Passing the Torch #3 - The third installment of the Passing the Torch Series featuring Nozzel Nolen Pest Solutions. Hear more about being the boss' kid and the pressures that come along with it. We’d love to hear from you. Drop a comment, leave a review on Apple Podcasts or Spotify, and connect with us on social media @PMPIndustryInsider. 🎧 Listen On: Spotify | Apple Podcasts | YouTube | Google Podcasts…
1 Episode 224: Triangle & Voice for Pest: A Field Report 38:36
38:36 Play Later Play Later Lists Like Liked38:36
Play Later Play Later Lists Like LikedVoice for Pest's Director of Business Development Raymond Kidwell joins the show to discuss the recent implementation of a new phone system at Donnie's company, Triangle Home Services. They cover Donnie's initial concerns, highlight the benefits of the system, including enhanced efficiency and reporting features, and discuss the AI capabilities Donnie is most excited about. Guest: Raymond Kidwell, Director of Business Development, Voice for Pest Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
This week, Dan and Donnie continue the family business series with Mikey & Mandy Nolen, the father-daughter team who operate Nozzle Nolen in West Palm Beach, Fla. They cover how the company is transitioning to a new generation of leadership, including Mickey's philosophy of "getting out of the way without going away." Guests: Mickey Nolen & Mandy Nolen, Nozzle Nolen Pest Solutions Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 222: Are AI CSRs Really Here? An Implementation Q&A 38:03
38:03 Play Later Play Later Lists Like Liked38:03
Play Later Play Later Lists Like LikedWhat if you had a CSR who could answer after-hours calls, schedule service and respond to questions 24/7/365? On this episode, Ka Tsu of Avoca AI joins Dan and Donnie to discuss an AI call center and customer service platform. Tune in to hear a Q&A about the benefits and challenges of implementing AI CSRs in pest control. Guest: Ka Tsu, Sales & Partnership Lead, Avoca AI Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 221: Tariff-Proof Your Pest Business: What To Do Right Now 41:36
41:36 Play Later Play Later Lists Like Liked41:36
Play Later Play Later Lists Like LikedIn this early-release episode, Dan and Donnie react to the Trump administration's sweeping tariff announcement. They cover potential consequences for the pest and lawn industries, share best practices for weathering an economic jolt and offer advice for owners experiencing uncertainty. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Top Takeaways From March's PMP Industry Insider Podcast | Insiders Rewind 15:34
15:34 Play Later Play Later Lists Like Liked15:34
Play Later Play Later Lists Like LikedWelcome to Insiders Rewind — Recapping March! This month, we’re diving into insights from Episodes 216 to 219, covering everything from Agent AI to tax strategies, growth challenges, and flipping business models for success! Ep. 216: Agent AI Playbook for Service Business Owners — Discover how Agent AI works autonomously and integrates with your systems for true automation. Ep. 217: Taxes 101 — Dan and Donnie share tax tips and how to avoid common pitfalls for pest and lawn business owners. Ep. 218: The GreenPal Story — Brian Clayton explains why he built GreenPal for lawn care pros, not homeowners, and why it worked! Ep. 219: Creating Cohesion — Donnie talks about managing team growth and navigating when great employees can’t keep up. We’d love to hear from you. Drop a comment, leave a review on Apple Podcasts or Spotify, and connect with us on social media @PMPIndustryInsider.…
1 Episode 220: Why Accurate Reports + Actionable Data = Success 37:06
37:06 Play Later Play Later Lists Like Liked37:06
Play Later Play Later Lists Like LikedIn this episode, Dan and Donnie discuss what you need to do month in and month out to create accurate financial statements so you can take meaningful action in your business. Donnie offers a glimpse into the numbers he uses to run Triangle Pest Control, and Dan shares an accountant's perspective and tools he recommends. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 219: Creating Cohesion: The Power of a Singular Vision 35:58
35:58 Play Later Play Later Lists Like Liked35:58
Play Later Play Later Lists Like LikedIn this episode, Dan and Donnie dig into the challenges of managing growth and keeping your team on the same page as your pest or lawn company scales and becomes more complicated. They share their experiences and strategies for overcoming growth-related obstacles, and why having a strong vision is essential. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 218: Evolving With Your Business: An Entrepreneur's Journey 38:19
38:19 Play Later Play Later Lists Like Liked38:19
Play Later Play Later Lists Like LikedOn this episode, Dan and Donnie welcome Bryan Clayton, CEO and co-founder of GreenPal, an online marketplace that connects homeowners with lawn mowing professionals. He walks through his journey from mowing lawns to scaling and selling a $10 million landscaping company to founding an "Uber for lawn care," and he shares advice for growing as an entrepreneur along the way. Guest: Bryan Clayton, CEO and Co-Founder, GreenPal Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 217: Taxes 101: Make Better Decisions & Save Money 30:12
30:12 Play Later Play Later Lists Like Liked30:12
Play Later Play Later Lists Like LikedUnderstanding taxes empowers you to make informed decisions and ultimately saves you money. But many successful business people don't really understand their taxes. In this episode, Dan and Donnie delve into tax-related topics, including individual taxes, capital gains, business income, deductions and the executive order on tax credits. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
1 Episode 216: Marketing, Sales & More: The Agent AI Playbook for Service Business Owners 39:01
39:01 Play Later Play Later Lists Like Liked39:01
Play Later Play Later Lists Like LikedWhat if you could eliminate all your repetitive administrative tasks? In this episode, Dan and Donnie discuss the potential for leveraging "agent AI" technology in your pest control business. Donnie also walks through a software demo and shares how to begin creating an AI personal assistant so you can make better use of your time. Hosts: Dan Gordon, PCO Bookkeepers & M&A Specialists Donnie Shelton, Triangle Home Services…
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Similar to PMP Industry Insiders
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