PELIKAN
FY27 · S. Pelikan
R Herndon CPA LLC

R Herndon CPA LLC

Steve Pelikan — Jacksonville, FL
Bronze

R Herndon CPA LLC

Randy Herndon — CPA
Referrals given: 0
Overdue
Active
Contact Info
Phone
Email
Address 1 SAN JOSE PLACE
City / ZIP Jacksonville, 32257
Zone PRIMARY
Contacts
Visit Cadence
Tier / Freq Bronze — Monthly
Last Visit 2026-06-17
Scheduled
Last Action Stop In
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
  • 2026-06-17
    Meeting Stop In

    Meeting set for 7/30 12:00 Lunch

    Referral: 1
Action Item History 1
Date Action Item Status
2026-06-17 Invite for 7/30 Done
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