Demo Pilot, Internal Review

KT Bradley CPA

Friday, September 04, 2026 · Morning Brief

Missed Calls (0)

No missed calls in the last day.

Charisma CarterDiscovery Call - 15 Mins KT Bradley CPA · Sep 03, 11:12 PM

Tia KennardDiscovery Call - 15 Mins KT Bradley CPA · Sep 03, 07:33 PM

AndrewUnknown source · Sep 03, 05:01 PM

(346) 480-5701Unknown source · Sep 03, 04:15 PM

Art WoodUnknown source · Sep 03, 04:06 PM

Marco Prospect Client15-Minute Quick Call · Sep 03, 03:53 PM

(781) 707-1153Unknown source · Sep 03, 01:45 PM

(248) 433-973315.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Karla Ayers13.9d waiting

Kristen, Here are all of the bank statements for the business account. If you need anything else, please let me know. Ha

(346) 618-569313.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

(346) 362-93458.8d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Brandon Luckett8.7d waiting

Thank you!! I have signed and attached. On Wed, Aug 26, 2026 at 12:31 PM Kristen Bradley <info@ktbradleycpa.com [inf

Candace Gregory7.6d waiting

Hey KT! I hope you’re well. Just writing to follow up with you. My additional dependent, Andrew Harris’s info is belo

Sandreka Miller3.9d waiting

Hi Kristen, Please see the attached payment schedule for the 2025–2026 school year, which details when payments were ma

United Wholesale Mortgage Mortgage lender3.9d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Raishonna (Herman) Jelks1.8d waiting

Yes ma'am. I appreciate you

Robert (Bobby) Bolander1.6d waiting

She is cc’d. > On Sep 2, 2026, at 3:36 PM, Khyla Johnson <khyla@ktbradleycpa.com> wrote: > > > Hi Mr. Bolander,

11:00 AMMarco Prospect Client

04:00 PMMs Amber Williams

Nothing stalled. Pipeline is moving.