PELIKAN
FY27 Sales · S. Pelikan
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PELIKAN
FY27 · S. Pelikan
Current Clients
Current Clients
Steve Pelikan — Jacksonville, FL
Current Clients
Sold/active clients — separate from Referrals, with an ongoing notes log.
New Client
Source CPA
All
Accountants Payroll Group, LLC
Accounting Bookkeeping Services
Accounting & Tax Services
Advantage Bookkeeping & Tax
Ashmore & Ashmore
Banner Bookkeeping
Barbara Mcnichols
Barefoot Accounting PA
Barton Crews & Associates, Inc.
Black CPA & Associates
Bookkeeping And Accounting Of Florida Inc
Bookkeeping Solutions Of Jacksonville, Inc.
Brett Isaac
Brian A Hall Cpa Pllc
Brown Accounting & Tax Services Llc
Buttner Hammock & Co Pa
Calibra CPA Tax & Accounting, PA
CARANGUE & CARANGUE, P.A.
Collins Accounting and Tax Svcs
Collins & Co. CPA
Cornelius & Leon
D&B Tax Group Llc
Debbie's Accounting Services Inc
Dewey Jetton CPA
Dial Accounting
Directax
Diversified Services
Dooner Edwards & Fletcher
Dr. Namen & Associates Accounting
Duval Fast Tax Services
Edward Schlessinger Cpa
Elite Tax & Accounting
Enofe & Associates Llc
Erwin Fountain & Jackson P.A.
First Coast Tax & Accounting
Fordham Tax Services Inc
Freeborn @ Assoc
Freedom Bookkeepers of FL
Freedom Bookkeepers of Florida, LLC
Fresh Start Debt Relief - Tax Resolution
Ftb Business Solutions
Gabriel & Assoc CPAs PA
GABRIEL FINANCIAL, LLC
Gan Eden Farms Inc DBA Quickbooks Guru Consulting
George R. Hentschel Cpa
George R. Parnaby Jr. Cpa
Golden Apple Agency
Grace Tax Services
Graci Tax & Accounting Inc
Green, Kevin Cpa
Grimsley, Cavin & Rooks
Hanna Tax Services PLLC
Harold Bachner Cpa
Harrison Bookkeeping
Holtz & Associates PA
Howe & Williams, Cpa
Hunter & Associates Pa
Jaffe & Company CPA Com PA
James M Tilbrook CPA
James R Ward Cpa
Johnson and Johnson
Julie Williams, Ea
Kelsam Services LLC
Kenneth M Daniels CPA
Lawson Accounting Group
Leslie Tucker CPA
LKP Group
LM ACCOUNTING & PAYROLL SERVICES LLC
LM Acct'ing and PR SVC
Magnolia Taxes & Multi Services
Mathews & Cripe Llc
Max T Clark CPA
May Corrina
M.E.Caplan CPA PA
Morris & Morris PA, CPAs
Next Gen Tax And Accounting
Portnoy CPA
Power House Anchor Management Consulting Inc
Ralston & Company CPAs
Rebecca L. Perez Cpa
R Herndon CPA LLC
Richard N. Camp Cpa Mba
Richard Rust Cpa
Robert E Burke Cpa
Ross Hughes & Associates, Cpas, Pllc
Roy Miller & Associates CPA
Selander & Associates
Sensibly Balanced Accounting, LLC
Shannon Stoutamire CPA
Shoffner & Assoc
Simonic & Associates
Simplified Bookkeeping Services
Sizemore & Associates Cpa'S Public Llc
Smith Associates
Stanley B Goeckel Cpa Pa
Steven M Vanderwilt Cpa
Stevens, Powell & Company P.A.
Succentrix Business Advisors
Tax Pro Accounting, Bking, and PR
Tax & Professional Consultin
Taxsmart Accounting Services LLC
The Blade Firm, Inc
The Forde Firm Inc.
Thomas Murphy CPA
Tina B Singletary CPA
Trent Snider CPA
Tulika Arun
Universal Accounting & Financial Services Inc.
V & B Accounting
Vesna Beger CPA
Wilkinson, Garrard & Clements
Wilson & Johns PA (Archer Lewis)
Youmans & Gardner
Zorro Tax
Zorro Tax y Servicios Profesionales Inc.
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CPA Referral
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Source CPA
— select —
Accountants Payroll Group, LLC
Accounting Bookkeeping Services
Accounting & Tax Services
Advantage Bookkeeping & Tax
Ashmore & Ashmore
Banner Bookkeeping
Barbara Mcnichols
Barefoot Accounting PA
Barton Crews & Associates, Inc.
Black CPA & Associates
Bookkeeping And Accounting Of Florida Inc
Bookkeeping Solutions Of Jacksonville, Inc.
Brett Isaac
Brian A Hall Cpa Pllc
Brown Accounting & Tax Services Llc
Buttner Hammock & Co Pa
Calibra CPA Tax & Accounting, PA
CARANGUE & CARANGUE, P.A.
Collins Accounting and Tax Svcs
Collins & Co. CPA
Cornelius & Leon
D&B Tax Group Llc
Debbie's Accounting Services Inc
Dewey Jetton CPA
Dial Accounting
Directax
Diversified Services
Dooner Edwards & Fletcher
Dr. Namen & Associates Accounting
Duval Fast Tax Services
Edward Schlessinger Cpa
Elite Tax & Accounting
Enofe & Associates Llc
Erwin Fountain & Jackson P.A.
First Coast Tax & Accounting
Fordham Tax Services Inc
Freeborn @ Assoc
Freedom Bookkeepers of FL
Freedom Bookkeepers of Florida, LLC
Fresh Start Debt Relief - Tax Resolution
Ftb Business Solutions
Gabriel & Assoc CPAs PA
GABRIEL FINANCIAL, LLC
Gan Eden Farms Inc DBA Quickbooks Guru Consulting
George R. Hentschel Cpa
George R. Parnaby Jr. Cpa
Golden Apple Agency
Grace Tax Services
Graci Tax & Accounting Inc
Green, Kevin Cpa
Grimsley, Cavin & Rooks
Hanna Tax Services PLLC
Harold Bachner Cpa
Harrison Bookkeeping
Holtz & Associates PA
Howe & Williams, Cpa
Hunter & Associates Pa
Jaffe & Company CPA Com PA
James M Tilbrook CPA
James R Ward Cpa
Johnson and Johnson
Julie Williams, Ea
Kelsam Services LLC
Kenneth M Daniels CPA
Lawson Accounting Group
Leslie Tucker CPA
LKP Group
LM ACCOUNTING & PAYROLL SERVICES LLC
LM Acct'ing and PR SVC
Magnolia Taxes & Multi Services
Mathews & Cripe Llc
Max T Clark CPA
May Corrina
M.E.Caplan CPA PA
Morris & Morris PA, CPAs
Next Gen Tax And Accounting
Portnoy CPA
Power House Anchor Management Consulting Inc
Ralston & Company CPAs
Rebecca L. Perez Cpa
R Herndon CPA LLC
Richard N. Camp Cpa Mba
Richard Rust Cpa
Robert E Burke Cpa
Ross Hughes & Associates, Cpas, Pllc
Roy Miller & Associates CPA
Selander & Associates
Sensibly Balanced Accounting, LLC
Shannon Stoutamire CPA
Shoffner & Assoc
Simonic & Associates
Simplified Bookkeeping Services
Sizemore & Associates Cpa'S Public Llc
Smith Associates
Stanley B Goeckel Cpa Pa
Steven M Vanderwilt Cpa
Stevens, Powell & Company P.A.
Succentrix Business Advisors
Tax Pro Accounting, Bking, and PR
Tax & Professional Consultin
Taxsmart Accounting Services LLC
The Blade Firm, Inc
The Forde Firm Inc.
Thomas Murphy CPA
Tina B Singletary CPA
Trent Snider CPA
Tulika Arun
Universal Accounting & Financial Services Inc.
V & B Accounting
Vesna Beger CPA
Wilkinson, Garrard & Clements
Wilson & Johns PA (Archer Lewis)
Youmans & Gardner
Zorro Tax
Zorro Tax y Servicios Profesionales Inc.
Networking Source
Sold Date
(optional)
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January Pipeline
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Monthly Minimum
Current Clients
Log Referral
Weekly Emails
Log Dial
Email Recap
EOD Email
Import CPA Data
Import Contacts
Quick Add Contact
Merge CPAs
Dedupe Contacts