Bronze
Shannon Stoutamire CPA
Shannon Stoutamire
— CPA
Referrals given: 0
Overdue
Active
Contact Info
| Phone | — |
| — | |
| Address | 5087 Fairbanks Ferry Rd |
| City / ZIP | Havana, 32333-5043 |
| Zone | REMOTE - PHONE/EMAIL |
| Contact Method | Physical Stop |
Contacts
-
Shannon Stoutamire Primary — CPA
Visit Cadence
| Tier / Freq | Bronze — Monthly |
| Last Visit | 2026-07-20 |
| Scheduled | — |
| Next Visit (Steve's override) | — not set — |
| Last Action | Phone Call |
| Next Action | Drop/Stop In |
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
Notes
4-way, Virtual Summit
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
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