Gold
Debbie's Accounting Services Inc
DEBBIE CREGO
—
Referrals given: 1
Overdue
Active
Contact Info
| Phone | — |
| — | |
| Address | 3575 Southside Blvd. |
| City / ZIP | Jacksonville, 32216 |
| Zone | PRIMARY |
| Contact Method | Physical Stop |
Contacts
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DEBBIE CREGO Primary
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Admin - Courtney — CPA
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Amir — CPA
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Bill — CPA
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Brenda Johnson — CPA
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Chris — CPA
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Debbie Wilmot — CPA
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Delilah Vasquez — CPA
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Erisa — CPA
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Iriela — CPA
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Jeanette Mendez — CPA
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Jennifer Smith — CPA
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Jess — CPA
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Jessie Padilla — CPA
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Julie Perry — CPA
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Justin Wilmot — CPA
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Lisa — CPA
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Nick Wilmot — CPA
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Rachele Lawrence — CPA
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Robert Rowe — CPA
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Romeake — CPA
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Samara — CPA
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Samara Martinez — CPA
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Selma Hidic — CPA
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Sonya — CPA
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Trey Hunt — CPA
Visit Cadence
| Tier / Freq | Gold — Weekly |
| Last Visit | 2026-09-24 |
| Scheduled | — |
| Next Visit (Steve's override) | — not set — |
| Last Action | Other |
| Next Action | Drop/Stop In |
Selling Season Progress
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Ways We Partner + Wheel of Services
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Retirement + PEONext up
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Workers Comp + SixFifty HR
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Merchant Services + Funding Solutions
Next up: stage 2 of 4 —
Retirement + PEO
Notes
Virtual Summit Info
Virtual Summit Info
Big 6 Talking Points
Lead with: 401k
- 4 Ways to Partner 2026-06-03 Interested
- Merchant Services 2026-07-26 Interested
- 401k/Retirement Never Covered
- PEO Never Covered
- HR 650 Never Covered
- Payroll/WC Never Covered
Requests / Asks
No requests logged yet.
Visit History
4 stops
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Referral from Debbie. Mohammed's Dad's company, Honest Skilled Handyman, needs payroll
Mohammed (Honest Skilled Handyman)DEBBIE CREGO, Admin - Courtney, Jessie Padilla, Nick WilmotFollow-up meeting: 2026-09-28 — Run first payrollMet - Referral: 1
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Meeting with Debbie. Pitched merchant
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$13,000 penalty for wrong fed deposit frequency for a client. Discussed Sax Tax, their payroll platform. Over 3400 payrolls. Debbie likes Wildflower honey.
Referral: AC Repair company