Log CPA Stop

Record a visit, call, or touchpoint with a CPA firm.

Back to CPA Tracker

CPA Firm & Contacts

CPA Firm *

Please select a CPA firm.

Contacts Engaged (optional)

Did you connect with someone today? (optional — enables a same-day thank-you email draft)

Met Missed

Visit Details

Stop Type *

Date *

Please enter a date.

Action Type *

Please select an action type.

Stop Notes

Stop Memo

Big 6 Talking Points (optional)

4 Ways to Partner

Merchant Services

401k/Retirement

PEO

HR 650

Payroll/WC

Notes (optional, shared across selected topics)

Campaigns (optional)

Partner Pro Firm Management (deadline 2026-08-31)

Notes (optional, shared across checked campaigns)

Referrals

Optional — leave blank if you didn't receive one. Each referral you add here automatically creates a prospect record.

Request / Ask (optional)

Did the CPA ask for anything?

Follow-Up Meeting (optional)

Meeting Date

Agenda / Topic

Contacts

Notes

Leave blank if you're not scheduling a follow-up meeting right now. This is separate from "Next Visit Date" below, which only drives your cadence tracker — set both to the same date if this meeting should also count as your next visit.

Follow-Up

Next Visit Date (optional)

Action Item (optional)

A follow-up task you need to complete after this stop. Appears on the dashboard until marked done.

Cancel

Log CPA Stop

Log CPA Stop

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