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Jessica

Jessica

Hetzler

Senior Manager

jhetzler@hhmcpas.com

4237027222

Chattanooga

Marketing Points Overview

Current Total

0

pts

Required per Quarter

25
pts

Current Quarter: Q4

Q1

78

pts

Q2

53

pts

Q3

91

pts

Q4

0

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
78
53
91
0
49
10
25

Quarterly Marketing Point Leaders

Joe
Arrigo
Randy
Dummer
Kinsey
Fields
Matthew
Shepherd
Patrick
O'Connor
Grant
Rice
Caroline
Daniel
Jacob
Brown

Firm Highlights

New Hires

Matt
Murphy
Partner
Memphis

Birthdays Coming Soon

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Expense Reports

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Next Due Date

November 19, 2026

Submit Expenses

Next Reimbursement Date

November 25, 2026

PTO Request

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Upcoming Events

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Submission History
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August 28, 2026
BD - Attend a Business Related Networking Event — 10 pts
BD - Take a Prospect to Lunch or Breakfast — 5 pts
BD - Attend a Business Related Networking Event — 5 pts
BD - Send Referral to Bookkeeping or Wealth — 9 pts
September 29, 2026
TS - Create and Teach an Internal CPE — 10 pts
October 1, 2026
BD - New Business Client — 10 pts
BD - New Individual Client — 5 pts
BA - Attend HHM Recruiting Activity — 2 pts
BA - Share HHM Written Article — 30 pts
October 1, 2026
BD - New Individual Client — 5 pts
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