Weekly Email Recap
Generate and copy recap emails for CPA partners
Week of 2026-09-28 – 2026-10-04
— 2 CPAs visited this week
Directax
1 stop
From:
Steve Pelikan, Paychex <spelikan8@gmail.com>
To:
Tracy Frank, Jessica Ortega at Directax
Subject:
Paychex Weekly Recap — Week of 2026-09-28 | Steve Pelikan
Email Preview
Hi Tracy Frank, Jessica Ortega,
Great connecting with you this week! Here's a quick recap of our conversation(s):
📅 2026-09-30 — Stop In
Revenue share and new referrals
As always, I'm here for any payroll, HR, or compliance questions your clients may have.
Don't hesitate to reach out!
Best,
Steve Pelikan
Paychex, Inc. | Sales Representative
📱 [phone] | ✉️ spelikan8@gmail.com
LM ACCOUNTING & PAYROLL SERVICES LLC
2 stops
From:
Steve Pelikan, Paychex <spelikan8@gmail.com>
To:
at LM ACCOUNTING & PAYROLL SERVICES LLC
Subject:
Paychex Weekly Recap — Week of 2026-09-28 | Steve Pelikan
Email Preview
Hi ,
Great connecting with you this week! Here's a quick recap of our conversation(s):
📅 2026-09-29 — Stop In
PA SUI for Sergios restaurant, and an upodate on ADS Pavers
📅 2026-09-29 — Stop In
Check in. Update on ADS Paving and PA Taxes for Sergios Restaurant.
As always, I'm here for any payroll, HR, or compliance questions your clients may have.
Don't hesitate to reach out!
Best,
Steve Pelikan
Paychex, Inc. | Sales Representative
📱 [phone] | ✉️ spelikan8@gmail.com
Weekly Summary — Manager / Team Copy
Email Preview
Subject: Weekly CPA Activity Summary — Week of 2026-09-28 | Steve Pelikan
Hi [Manager],
Here's my CPA activity summary for the week of 2026-09-28 – 2026-10-04:
• Total CPA stops: 3
• CPA firms visited: 2
• Referrals received: 0
Firms visited:
- Directax (1 stop)
- LM ACCOUNTING & PAYROLL SERVICES LLC (2 stops)
Best,
Steve Pelikan
Paychex, Inc. | Sales Representative
📱 [phone] | ✉️ spelikan8@gmail.com