Today — Sunday, August 16
Weekend
No scheduled activities
CPA Stops This Week
6
/ goal 18–20
Week of 2026-08-10
D2D Stops Today
0
/ goal 20+
Sunday, August 16
Dials This Week
0
/ goal 30–36
Week of 2026-08-10
Overdue CPA Visits
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| Tier | Firm | Contact | Zone | Last Visit | Days Since |
|---|---|---|---|---|---|
| Platinum | — | Tracy Frank | PRIMARY | 2026-07-24 | d |
| Platinum | — | MICHAEL CEASER | PRIMARY | 2026-07-23 | d |
| Platinum | — | Lucimar Musch | PRIMARY | 2026-07-23 | d |
| Platinum | — | Robert Krott | PRIMARY | 2026-07-23 | d |
| Platinum | — | — | PRIMARY | 2026-07-23 | d |
| Gold | — | DEBBIE CREGO | PRIMARY | 2026-07-22 | d |
| Gold | — | Jeanette Mendez | PRIMARY | 2026-07-23 | d |
| Gold | — | GEORGE HENTSCHEL | PRIMARY | 2026-07-23 | d |
| Gold | — | Richard Holtz | PRIMARY | 2026-07-23 | d |
| Gold | — | — | PRIMARY | 2026-07-22 | d |
Due Soon
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Nothing due soon.
Recent CPA Stops
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2026-08-14Taxsmart Accounting Services LLCGlorimar Torres, Helen RodriguezStop InPicked up bottle of coquito (from Valerie)
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2026-08-14LM ACCOUNTING & PAYROLL SERVICES LLCLucimar MuschOtherSent the do not contact email, scheduled Monday meeting for …
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2026-08-11Graci Tax & Accounting IncKatherine Graci, Kimberly SchrenkerStop InDiscussed current environment. They don't have any clients …
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2026-08-10Dewey Jetton CPAStop Inleft information on Paychex retirement plans
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2026-08-10Dewey Jetton CPAStop Inleft 4 ways to partner information
Recent D2D Stops
No D2D stops logged yet.
Open Action Items
All caught up — no open action items.
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