Good morning, KT Bradley CPA

Monday, November 2, 2026
Updated 6:01 AM
Waiting on a reply0all answered
Stalled cases11 in Documents incomplete
Files to review1oldest 2 days
On today's calendar2first at 10:00 AM
New bookings0none since the last brief
Do these first
  1. Prep for 10:00 AM today: Kelly Lewis.
  2. Nudge Nastassia Barnes on missing documents, checklist incomplete for 13 days.

Files to review 1

Theresa Harrison-Sawyer
Document · Needs review
2d

On today's calendar 2

10:00 AM
Kelly Lewis
01:00 PM
Jeanette Vieyra

New bookings 0

No new bookings since the last brief.

Where cases are stalled 1

Documents incomplete1

EPS disclosures to send 2

Rachel Christina Payton
at filing
Daniel (Murphy) Bailey
at filing

Uploaded since yesterday 1

Danielle Smith
word

Wealth Strategy leads 1

Advising 21

Kathleen Long
New
Richard Williams
New
RJ Jackson
Docs Coming In
Dawn Hamilton
Docs Coming In
Natalie(Account/Bookkeeper)) Specialty Technical Services
Docs Coming In
Stephanie NELSON
Docs Coming In
Jacalyn Shirley
Docs Coming In
Zaria Powell
Docs Received
+ 13 more
All clear today
No missed callsNo new leadsNobody waiting on a replyNo AI calls
Missed calls 0 · New leads 0
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