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
Accusure Tax & Planning Services
Ashmore & Ashmore
B.A.T.S. Accounting
Black CPA & Associates
Bookkeeping And Accounting Of Florida Inc
Bookkeeping Solutions Of Jacksonville, Inc.
Brett Isaac
Brown Accounting & Tax Services Llc
Calibra/Maige & Sizemore, CPA, Pa
CARANGUE & CARANGUE, P.A.
Cloud Accounting & Consulting Inc
Collins Accounting And Tax Services Inc
Cornelius & Leon
Country Law & Tax Service Inc
Courson & Stam Cpas Llc
Dawn A Lunt Inc
D&B Tax Group Llc
Dc Tax And Accounting
Debbie's Accounting Services Inc
Dewey Jetton CPA
Directax
Dorco Enterprises Llc
Doss Weeks Cpa'S
Elite Tax & Accounting
Enofe & Associates Llc
Erwin Fountain & Jackson P.A.
Farmand Farmand & Famand Pa
Fordham Tax Services Inc
Freeborn @ Assoc
Fresh Start Debt Relief - Tax Resolution
Ftb Business Solutions
Gabriel & Assoc CPAs PA
GABRIEL FINANCIAL, LLC
George R. Hentschel Cpa
George R. Parnaby Jr. Cpa
Golden Apple Agency
Grace Tax Services
Graci Tax & Accounting Inc
Green, Kevin Cpa
Grogg Bookkeeping
Hanna Tax Services PLLC
Harold Bachner Cpa
Harrison Bookkeeping
H&G Tax Solutions
Holtz & Associates PA
Howe & Williams, Cpa
James M Tilbrook CPA
James R Ward Cpa
Johnson Lambert
Julie Williams, Ea
Kiely & Associates Inc
LM ACCOUNTING & PAYROLL SERVICES LLC
Magnolia Taxes & Multi Services
Mathews & Cripe Llc
Max T Clark CPA
M.E.Caplan CPA PA
Orivon Advisory Grouping Inc
Patty Keith Bookkeeping
Portnoy CPA
Ralston & Company CPAs
RCARTY CPA
Remote CFO
R Herndon CPA LLC
Richard Rust Cpa
Ross Hughes & Associates, Cpas, Pllc
Roy Miller & Associates CPA
Selander & Associates
Shannon Stoutamire CPA
Shoffner & Assoc
Simonic & Associates
Sizemore & Associates Cpa'S Public Llc
Spinks Tax & Accounting Inc
Stanley B Goeckel Cpa Pa
Steven M Vanderwilt Cpa
Stevens, Powell & Company P.A.
Tax & Professional Consultin
Taxsmart Accounting Services LLC
The Blade Firm, Inc
The Hurst Company
Thomas Murphy CPA
Tulika Arun
Universal Accounting & Financial Services Inc.
Vesna Beger CPA
Wilkinson, Garrard & Clements
Wilson & Johns PA (Archer Lewis)
Youmans & Gardner
Zorro Tax y Servicios Profesionales Inc.
No current clients yet.
New Current Client
Client Name
Source
(optional)
CPA Referral
Networking
Direct
Unknown
Source CPA
— select —
Accusure Tax & Planning Services
Ashmore & Ashmore
B.A.T.S. Accounting
Black CPA & Associates
Bookkeeping And Accounting Of Florida Inc
Bookkeeping Solutions Of Jacksonville, Inc.
Brett Isaac
Brown Accounting & Tax Services Llc
Calibra/Maige & Sizemore, CPA, Pa
CARANGUE & CARANGUE, P.A.
Cloud Accounting & Consulting Inc
Collins Accounting And Tax Services Inc
Cornelius & Leon
Country Law & Tax Service Inc
Courson & Stam Cpas Llc
Dawn A Lunt Inc
D&B Tax Group Llc
Dc Tax And Accounting
Debbie's Accounting Services Inc
Dewey Jetton CPA
Directax
Dorco Enterprises Llc
Doss Weeks Cpa'S
Elite Tax & Accounting
Enofe & Associates Llc
Erwin Fountain & Jackson P.A.
Farmand Farmand & Famand Pa
Fordham Tax Services Inc
Freeborn @ Assoc
Fresh Start Debt Relief - Tax Resolution
Ftb Business Solutions
Gabriel & Assoc CPAs PA
GABRIEL FINANCIAL, LLC
George R. Hentschel Cpa
George R. Parnaby Jr. Cpa
Golden Apple Agency
Grace Tax Services
Graci Tax & Accounting Inc
Green, Kevin Cpa
Grogg Bookkeeping
Hanna Tax Services PLLC
Harold Bachner Cpa
Harrison Bookkeeping
H&G Tax Solutions
Holtz & Associates PA
Howe & Williams, Cpa
James M Tilbrook CPA
James R Ward Cpa
Johnson Lambert
Julie Williams, Ea
Kiely & Associates Inc
LM ACCOUNTING & PAYROLL SERVICES LLC
Magnolia Taxes & Multi Services
Mathews & Cripe Llc
Max T Clark CPA
M.E.Caplan CPA PA
Orivon Advisory Grouping Inc
Patty Keith Bookkeeping
Portnoy CPA
Ralston & Company CPAs
RCARTY CPA
Remote CFO
R Herndon CPA LLC
Richard Rust Cpa
Ross Hughes & Associates, Cpas, Pllc
Roy Miller & Associates CPA
Selander & Associates
Shannon Stoutamire CPA
Shoffner & Assoc
Simonic & Associates
Sizemore & Associates Cpa'S Public Llc
Spinks Tax & Accounting Inc
Stanley B Goeckel Cpa Pa
Steven M Vanderwilt Cpa
Stevens, Powell & Company P.A.
Tax & Professional Consultin
Taxsmart Accounting Services LLC
The Blade Firm, Inc
The Hurst Company
Thomas Murphy CPA
Tulika Arun
Universal Accounting & Financial Services Inc.
Vesna Beger CPA
Wilkinson, Garrard & Clements
Wilson & Johns PA (Archer Lewis)
Youmans & Gardner
Zorro Tax y Servicios Profesionales Inc.
Networking Source
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Current Clients
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Weekly Emails
Log Dial
Email Recap
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Import CPA Data
Import Contacts
Quick Add Contact
Merge CPAs
Dedupe Contacts