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PELIKAN

FY27 Sales · S. Pelikan

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PELIKAN

FY27 · S. Pelikan

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Steve Pelikan — Jacksonville, FL

LM ACCOUNTING & PAYROLL SERVICES LLC

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Visit Details

Stop Type

Date

Contact Name

Action Type

Stop Notes

Stop Memo

Contacts Engaged (optional)

Cristian DeOliveria — CPA

Lucimar Musch — CPA

Michael Musch — CPA

Patrice Kilcoyne — CPA

Big 6 Talking Points (optional)

4 Ways to Partner

Merchant Services

401k/Retirement

PEO

HR 650

Payroll/WC

Notes (optional, shared across selected topics)

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Referrals

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Follow-Up Meeting (optional)

Meeting Date

Agenda / Topic

Contacts

Cristian DeOliveria

Lucimar Musch

Michael Musch

Patrice Kilcoyne

Notes

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Follow-Up

Next Visit Date (optional)

Action Item (optional)

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