Silver
Graci Tax & Accounting Inc
Katherine Graci
— CPA
Referrals given: 0
Overdue
Active
Contact Info
| Phone | — |
| — | |
| Address | 3430 Kori Rd Ste 1 |
| City / ZIP | Jacksonville, 32257 |
| Zone | PRIMARY |
| Contact Method | Physical Stop |
Contacts
-
Katherine Graci Primary — CPA
-
Kimberly Schrenker — CPA
Visit Cadence
| Tier / Freq | Silver — Bi-Weekly |
| Last Visit | 2026-08-11 |
| Scheduled | — |
| Next Visit (Steve's override) | — not set — |
| Last Action | Stop In |
| Next Action | — |
Selling Season Progress
-
Ways We Partner + Wheel of ServicesNext up
-
Retirement + PEO
-
Workers Comp + SixFifty HR
-
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 2026-08-11 Not Interested
- PEO 2026-08-11 Not Interested
- HR 650 Never Covered
- Payroll/WC Never Covered
Requests / Asks
No requests logged yet.
Visit History
2 stops
-
Discussed current environment. They don't have any clients that would qualify for safe Harbor, or PEO. All individual accounts and a few ATFs. Katherine very interested in AI and would like to set up a lunch with Brook/Brock from Ennis and associate.
Katherine Graci, Kimberly Schrenker401k/Retirement — Not Interested PEO — Not InterestedMet - Referral: 1