Closed Business
Completed car repair for Joe's friend Joe.
New lead for Nara Herbowy
Thank you for taking the time to meet with John and myself to discuss Trusts and Wills.
New lead for Erica Siegriest
Referred Holahan
One to One with Bob Salmon
Great 1-2-1 with Bob
Closed business
Closed business- kimmins
Thank you to Erica
Thanks to Erica for recommending me on Clarkstown Community FB Page
New lead for Jennifer Schnalzer
Clarkstown Community Group Page *a group member posted (no name) that they are looking for an accountant and financial planner. I tagged you and your business. Good luck!
New lead for Mike G
Clarkstown Community Group Page *a group member posted (no name) that they are looking for an accountant and financial planner. I tagged you and your business. Good luck!
1-2-1 Marissa Licata
1-2-1 Even when she was on vacation!
New Lead for Vivian London Crooks
Martha Randazzo needs assistance with business bookkeeping and simple tax questions