PELIKAN
FY27 · S. Pelikan
Freeborn @ Assoc

Freeborn @ Assoc

Steve Pelikan — Jacksonville, FL
Bronze

Freeborn @ Assoc

Paul Freeborn — CPA
Referrals given: 0
Overdue
Active
Contact Info
Phone —
Email gina.mortara@freeeborncpa.com; paul.freeborn@freeborncpa.com; tiffanyfreeborn@freeborncpa.com
Address 6550 St. Augustine Rd #100
City / ZIP Jacksonville, 32217
Zone PRIMARY
Contact Method Physical Stop
Contacts
Visit Cadence
Tier / Freq Bronze — Monthly
Last Visit 2026-07-22
Scheduled —
Next Visit (Steve's override) — not set —
Last Action Stop In
Next Action —
Selling Season Progress
  1. Ways We Partner + Wheel of Services
    Next up
  2. Retirement + PEO
  3. Workers Comp + SixFifty HR
  4. 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.
Visit History 2 stops
  • 2026-07-22
    Visit Stop In
    Referral: 1
  • 2026-06-10
    Visit Stop In

    Need to schedule sit down for 6 account to Paychex

    Referral: 1
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