PELIKAN
FY27 · S. Pelikan
Portnoy CPA

Portnoy CPA

Steve Pelikan — Jacksonville, FL
Silver

Portnoy CPA

Jay Portnoy — CPA
Referrals given: 0
Overdue
Active
Contact Info
Phone
Email
Address 9283 San Jose Blvd UNIT 101
City / ZIP Jacksonville, 32257-5585
Zone PRIMARY
Contacts
Visit Cadence
Tier / Freq Silver — Bi-Weekly
Last Visit 2026-07-22
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
  • 2026-07-22
    Visit Stop In
    Referral: 1
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