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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

Ross Hughes & Associates, Cpas, Pllc

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Visit Details

Stop Type

Date

Contact Name

Action Type

Stop Notes

Stop Memo

Contacts Engaged (optional)

Heather Hughes — CPA

Angela Miller — CPA

Aniya Callender — CPA

Brent D. Ross — CPA

Christina Stephens — CPA

Clara Snyder — CPA

Donna Brown — CPA

Elibeth Estrada — CPA

Graham Warner — CPA

John Murk — CPA

Mary Lou Brown — CPA

Shannon Corwin — CPA

Stephanie Lay — CPA

Tammy Ramos — CPA

Terry Keith — 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

Heather Hughes

Angela Miller

Aniya Callender

Brent D. Ross

Christina Stephens

Clara Snyder

Donna Brown

Elibeth Estrada

Graham Warner

John Murk

Mary Lou Brown

Shannon Corwin

Stephanie Lay

Tammy Ramos

Terry Keith

Notes

Leave blank if there's no follow-up meeting for this stop.

Follow-Up

Next Visit Date (optional)

Action Item (optional)

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