PELIKAN
FY27 · S. Pelikan
LM ACCOUNTING & PAYROLL SERVICES LLC

LM ACCOUNTING & PAYROLL SERVICES LLC

Steve Pelikan — Jacksonville, FL
Platinum

LM ACCOUNTING & PAYROLL SERVICES LLC

Lucimar Musch
Referrals given: 0
Overdue
Active
Contact Info
Phone —
Email —
Address 10503 San Jose Blvd
City / ZIP Jacksonville, 32257
Zone PRIMARY
Contact Method Physical Stop
Recurring Meeting Every Thursday
Contacts
Visit Cadence
Tier / Freq Platinum — Weekly
Last Visit 2026-09-29
Scheduled —
Next Visit (Steve's override) — not set —
Last Action Stop In
Next Action —
Selling Season Progress
  1. Ways We Partner + Wheel of Services
  2. Retirement + PEO
  3. Workers Comp + SixFifty HR
    Next up
  4. Merchant Services + Funding Solutions
Next up: stage 3 of 4 — Workers Comp + SixFifty HR
Big 6 Talking Points
Lead with: 4-Ways
  • 4 Ways to Partner Never Covered
  • Merchant Services Never Covered
  • 401k/Retirement Never Covered
  • PEO Never Covered
  • HR 650 Never Covered
  • Payroll/WC Never Covered
Requests / Asks
No requests logged yet.
Visit History 9 stops
  • 2026-09-29
    Visit Stop In

    PA SUI for Sergios restaurant, and an upodate on ADS Pavers

    Follow-up meeting: 2026-10-08
    Met

    Generate a same-day thank-you email for this stop?

    Generating…
    No email on file — add one
  • 2026-09-29
    Meeting Stop In

    Check in. Update on ADS Paving and PA Taxes for Sergios Restaurant.

    Lucimar Musch, Michael Musch
    Met/missed not set

    Did you connect with someone on this stop?

    Generate a same-day thank-you email for this stop?

    Generating…
    No email on file — add one
  • 2026-08-14
    Meeting Other

    Sent the do not contact email, scheduled Monday meeting for two new clients

    Lucimar Musch
    Follow-up meeting: 2026-10-08 (Lucimar Musch)
    Met

    Generate a same-day thank-you email for this stop?

    Generating…
    No email on file — add one
  • 2026-07-23
    Visit Stop In
    Referral: 1
  • 2026-06-17
    Meeting Stop In

    Got paperwork for Infinity Floors, referral to Armi Construction. Dropped from PEO.

    Referral: 1
  • 2026-06-17
    Meeting Appointment Set

    Referral to Infinity Floors

    Referral: Infinity Floors
  • 2026-06-16
    Visit Stop In
    Referral: 1
  • 2026-06-10
    Visit Stop In
    Referral: 1
  • 2026-06-04
    Visit Drop Materials
    Referral: 1
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