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

LM ACCOUNTING & PAYROLL SERVICES LLC

Steve Pelikan — Jacksonville, FL
Platinum

LM ACCOUNTING & PAYROLL SERVICES LLC

No primary contact set — 4 contacts on file
Referrals given: 0
On Track
Active
Contact Info
Phone
Email
Address 10503 San Jose Blvd
City / ZIP Jacksonville, 32257
Zone PRIMARY
Contacts
Visit Cadence
Tier / Freq Platinum — Weekly
Last Visit 2026-08-14
Scheduled
Last Action Other
Next Action
Active Campaigns
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 1 stop
  • 2026-08-14
    Meeting Other

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

    Lucimar Musch
    Met

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

    Generating…
More Options
Cockpit My Day Day Planner Prospect List Territory Map Follow-Up List January Pipeline Campaigns Intel Feed Monthly Minimum Current Clients Log Referral Weekly Emails Log Dial Email Recap EOD Email Import CPA Data Import Contacts Quick Add Contact Merge CPAs Dedupe Contacts