PELIKAN
FY27 · S. Pelikan
Debbie's Accounting Services Inc

Debbie's Accounting Services Inc

Steve Pelikan — Jacksonville, FL
Gold

Debbie's Accounting Services Inc

DEBBIE CREGO
Referrals given: 0
Overdue
Active
Contact Info
Phone
Email
Address 3575 Southside Blvd.
City / ZIP Jacksonville, 32216
Zone PRIMARY
Contacts
Visit Cadence
Tier / Freq Gold — Weekly
Last Visit 2026-07-22
Scheduled
Last Action Other
Next Action Drop/Stop In
Notes

Virtual Summit Info

Virtual Summit Info

Active Campaigns
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 3 stops
  • 2026-07-22
    Visit Other
    Referral: 1
  • 2026-06-16
    Meeting Appointment Set

    Meeting with Debbie. Pitched merchant

  • 2026-06-10
    Meeting Stop In

    $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
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