Episode 220
- Marisa Palmieri Shugrue
- 1 hour ago
- 1 min read
4/3/25
Topic: Why Accurate Reports + Actionable Data = Success
Guests: Dan Gordon & Donnie SheltonÂ
In this episode we discuss:
Our sponsors Coalmarch by Workwave, PestSure & Voice for Pest
PMP Industry Insiders Peer Groups
How bad data can lead to bad decisions
Rear-view data vs. real-time information vs. forecasting
What data Donnie reviews at Triangle Home Services
What Dan recommends you do to ensure accurate financials
Dan's take on why Triangle has a great gross margin
Cash- vs. accrual-based accounting and the "matching principal"
How to handle sales tax if needed
Accounting for Accounts Payable
Why Dan recommends using a payroll company
The importance of journalizing payroll
Reviewing credit card transactions every day to prevent fraud
Resources mentioned:
PCOB Video: Cash vs. Accrual Accounting in Pest Control
Accounts Payable tool: BILL
Receipt-tracking tool: Dext
Notable: "If you try to use a P&L that's incomplete, you can make some bad decisions." —Dan Gordon
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