PELIKAN
FY27 · S. Pelikan
Merge CPAs

Merge CPAs

Steve Pelikan — Jacksonville, FL
Merge CPAs

For when the same real-world firm ended up as two CPA records — e.g. a rebrand the import couldn't auto-match. Pick the record to keep (its history survives) and the record to merge from (it gets folded in, then deleted). You'll review everything before anything is saved.

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