← All options Option B · Inside the CRM — sits where pipeline work happens, but the CRM is sales-focused and advisors may not live there. Prototype · fictional data · not for client distribution
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Account
Harlow Precision Components, Inc.
Type
Client
Industry
Precision machined components
Annual revenue (FY25)
$85.2M
Employees
320
Billing city
Gainesville, GA
Account owner
Catherine Hale
Client since
2011
Open opportunityFY26 Audit & Tax Renewal
QualifyScopeProposalNegotiationClosed
RelatedDetailsNews

Opportunities (3)

OpportunityStageOwnerClose dateAmount

Contacts (3)

DW
Dana Whitfield
Chief Financial Officer
ME
Marcus Ellery
Controller
PR
Priya Raman
VP, Operations

Account details

Client managerBen Okafor
Entity typeC corporation · FYE Dec 31
FY25 F&D fees$184K
ServicesAudit, Tax compliance, Tax provision, Owner returns

Activity