Today — Friday, October 02
9:30 AM – 11:30 AM
D2D w/ Teammate
12:00 PM – 5:00 PM
Desk — Recap Emails to CPAs
CPA Stops This Week
3
/ goal 18–20
Week of 2026-09-28
D2D Stops Today
0
/ goal 20+
Friday, October 02
Dials This Week
0
/ goal 30–36
Week of 2026-09-28
Overdue CPA Visits
View all →
| Tier | Firm | Contact | Zone | Last Visit | Days Since |
|---|---|---|---|---|---|
| Platinum | — | Tracy Frank | PRIMARY | 2026-09-30 | d |
| Platinum | — | MICHAEL CEASER | PRIMARY | 2026-07-23 | d |
| Platinum | — | — | PRIMARY | 2026-09-29 | d |
| Platinum | — | Roberto Gonzalez | PRIMARY | 2026-08-14 | d |
| Platinum | — | — | PRIMARY | 2026-07-23 | d |
| Gold | — | DEBBIE CREGO | PRIMARY | 2026-09-24 | d |
| Gold | — | Jeanette Mendez | PRIMARY | 2026-07-23 | d |
| Gold | — | GEORGE HENTSCHEL | PRIMARY | 2026-07-23 | d |
| Gold | — | Richard Holtz | PRIMARY | 2026-07-23 | d |
| Gold | — | — | PRIMARY | 2026-07-22 | d |
Due Soon
View all →
Nothing due soon.
Recent CPA Stops
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2026-09-30DirectaxTracy Frank, Jessica OrtegaStop InRevenue share and new referrals
-
2026-09-29LM ACCOUNTING & PAYROLL SERVICES LLCStop InPA SUI for Sergios restaurant, and an upodate on ADS Pavers
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2026-09-29LM ACCOUNTING & PAYROLL SERVICES LLCLucimar Musch, Michael MuschStop InCheck in. Update on ADS Paving and PA Taxes for Sergios Res…
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2026-09-24Debbie's Accounting Services IncDEBBIE CREGO, Admin - Courtney, Jessie Padilla, Nick WilmotOtherReferral from Debbie. Mohammed's Dad's company, Honest Skil…
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2026-09-15Courson & Stam Cpas LlcDrop MaterialsWelcome packet and commit to follow up
Recent D2D Stops
No D2D stops logged yet.
Open Action Items
All caught up — no open action items.
Quick Log