Bronze
Howe & Williams, Cpa
Bobby Williams
— CPA
Referrals given: 0
Overdue
Active
Contact Info
| Phone | 9004-296-0066 |
| rebecca.hapl@gmail.com | |
| Address | 6817 Southpoint Parkway, Ste. 601 |
| City / ZIP | Jacksonville, 32216 |
| Zone | PRIMARY |
| Contact Method | Physical Stop |
Contacts
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Bobby Williams Primary — CPA
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Andrew Pondozzi — CPA
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Bob Williams, Jr. — CPA
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Gary Howe — CPA
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Raejean Echegaray — CPA
-
Rebecca Morgan — CPA
Visit Cadence
| Tier / Freq | Bronze — Monthly |
| Last Visit | 2026-07-16 |
| Scheduled | — |
| Next Visit (Steve's override) | — not set — |
| Last Action | Stop In |
| Next Action | — |
Selling Season Progress
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Ways We Partner + Wheel of ServicesNext up
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Retirement + PEO
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Workers Comp + SixFifty HR
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Merchant Services + Funding Solutions
Next up: stage 1 of 4 —
Ways We Partner + Wheel of Services
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.