PELIKAN
FY27 · S. Pelikan
Wilkinson, Garrard & Clements

Wilkinson, Garrard & Clements

Steve Pelikan — Jacksonville, FL
Silver

Wilkinson, Garrard & Clements

Mark Wilkinson — CPA
Referrals given: 0
Overdue
Active
Contact Info
Phone
Email mwilkinson@wilkcpa.com
Address 8833 Perimeter Park Blvd STE 1104
City / ZIP Jacksonville, 32216-1114
Zone PRIMARY
Contacts
Visit Cadence
Tier / Freq Silver — Bi-Weekly
Last Visit 2026-07-22
Scheduled
Last Action Stop In
Next Action Drop/Stop In
Notes

Virtual Summit Info

Virtual Summit Info

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
  • 2026-07-22
    Visit Stop In
    Referral: 1
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