Welcome back,

James

James

Huang

Senior Accountant

jhuang@hhmcpas.com

(920) 216-5131

Memphis

Marketing Points Overview

Current Total

0

pts

Required per Quarter

25
pts

Current Quarter: Q4

Q1

130

pts

Q2

113

pts

Q3

107

pts

Q4

0

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
130
113
107
0
61
10
25

Quarterly Marketing Point Leaders

Matthew
Shepherd
Randy
Dummer
Makaylah
Ariazi
Shelby
Brady
Caroline
Daniel
Alicja
Suit
Anna
Stroud
Makayla
Millsaps

Firm Highlights

New Hires

Ella
Gordon
Client Service Associate
Chattanooga

Birthdays Coming Soon

Katherine
Roberts
Oct 30
Kourtney
Moore
Oct 31

Expense Reports

View All

Next Due Date

November 4, 2026

Submit Expenses

Next Reimbursement Date

November 10, 2026

PTO Request

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Upcoming Events

View Calendar

Oct

27
Dine and Dash
Chattanooga

Nov

5
Dine and Dash
Memphis
Submission History
X

October 6, 2026
BD - Attend a Business Related Networking Event — 20 pts
BD - Take a Prospect to Lunch or Breakfast — 15 pts
BD - Attend Social Outing That Includes Prospect or Referral — 20 pts
BD - Send Handwritten Note to Client, Prospect, or Referral — 4 pts
BD - Send Follow Up Email to New Contact — 2 pts
TS - Write an Article for Blogs, Eblasts, or Newsletter — 10 pts
BA - Assist HHM' Marketing Team with Task — 2 pts
BA - Attend HHM Recruiting Activity — 2 pts
BA - Take Pictures at HHM Event and Send to Marketing — 2 pts
BA - Follow Up and Stay Connected with a Recruit — 16 pts
CI - Serve on a Board or Leadership Committee — 10 pts
CI - Attend Board or Leadership Committee Meeting — 4 pts
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