Good morning, KT Bradley CPA

Tuesday, November 3, 2026
Updated 6:01 AM
Waiting on a reply2oldest 1 days
Stalled cases11 in Documents incomplete
Files to review1oldest 3 days
On today's calendar2first at 10:00 AM
New bookings0none since the last brief
Do these first
  1. Reply to Marcella V Chambers, waiting 1 days (text).
  2. Prep for 10:00 AM today: Kelly Lewis.
  3. Nudge Nastassia Barnes on missing documents, checklist incomplete for 14 days.

Files to review 1

Theresa Harrison-Sawyer
Document · Needs review
Contact card
3d

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.

Missed calls 2

(832) 406-7052
Nov 02, 03:12 PM
A&K Mortgage and KT Bradley CPA.
Nov 02, 03:12 PM

New leads 5

(587) 327-4047
Unknown source
(450) 977-5118
Unknown source
(832) 975-0262
Unknown source
(619) 815-7972
Unknown source
(832) 406-7052
Unknown source

Where cases are stalled 1

Documents incomplete1

Waiting on a reply 2

Marcella V Chambers
Text
1d
Kelly Lewis
Text
1d

EPS disclosures to send 2

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

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 AI callsNo new uploads
Missed calls 2 · New leads 5
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