Overdue
Active
Contact Info
| Phone | 904-448-0144 |
| bcapcpa@aol.com | |
| Address | 6550 Saint Augustine Rd Ste 301 |
| City / ZIP | Jacksonville, 32217-2847 |
| Zone | PRIMARY |
Contacts
-
Elizabeth Caplan Primary — CPA
Visit Cadence
| Tier / Freq | Bronze — Monthly |
| Last Visit | 2026-07-14 |
| Scheduled | — |
| Last Action | Stop In |
| Next Action | — |
Active Campaigns
-
Partner Pro Firm ManagementDeadline 2026-08-31
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.