Welcome back,

Stephanie

Stephanie

Smart

Senior Manager

ssmart@hhmcpas.com

(763) 276-3101

Pensacola

Marketing Points Overview

Current Total

9

pts

Required per Quarter

50
pts

Current Quarter: Q4

Q1

0

pts

Q2

0

pts

Q3

73

pts

Q4

9

pts

Progress to Requirement

Quarter Total
0/10
Business Dev
0/10
Technical Skils
0/10
0
0
73
9
58
5
0
0
50

Quarterly Marketing Point Leaders

Joe
Arrigo
Randy
Dummer
Matthew
Shepherd
Patrick
O'Connor
Caroline
Daniel
Makaylah
Ariazi
Terah
Mom
Shelby
Brady

Firm Highlights

New Hires

Donna
Guillory
Dealership Specialist
Pensacola

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 10, 2026

PTO Request

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Upcoming Events

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Submission History
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September 28, 2026
BD - New Business Client — 30 pts
BD - New Individual Client — 10 pts
BD - Attend a Business Related Networking Event — 10 pts
BD - Attend a Business Related Networking Event — 5 pts
BD - Send Referral to Bookkeeping or Wealth — 3 pts
September 28, 2026
TS - Create and Teach an Internal CPE — 10 pts
September 28, 2026
BA - Assist HHM' Marketing Team with Task — 4 pts
BA - Create a LinkedIn Profile — 5 pts
BA - Follow HHM on LinkedIn — 1 pts
BA - Reach 100 Connections on LinkedIn — 6 pts
September 28, 2026
PD - Attend Meeting Hosted by HHM's Marketing Team — 5 pts
October 1, 2026
CI - Participate in HHM Associated Volunteer Event — 10 pts
October 20, 2026
CR - Get Positive Mentions by Client in an Email — 2 pts
October 22, 2026
BD - Attend a Business Related Networking Event — 5 pts
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