Audit · Assurance
Priya Shah
What this person holds now, and the time recorded this week.
Hours held below are estimates from assigned phases. Open Resources for dated bookings and capacity.
- Rate
- $100 an hour
- Weekly capacity
- 30.0 h
- Hours held · Next 2 weeks
- 0.0 h
- Hours available
- 60.0 h
- Free
- 60.0 h
Phases
The files waiting on this person. Hours held are this phase's share of what the project's plan has left.
| Phase | Client · project | Department | Next due | Hours held |
|---|---|---|---|---|
| First Year Client | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 15 May 2026 | 15.3 h |
| Fieldwork | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 15 May 2026 | 15.3 h |
| Wrap Up | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 15 May 2026 | 15.3 h |
| Finalize Binder | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 15 May 2026 | 15.3 h |
| Additional Billing | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 15 May 2026 | 15.3 h |
| Wrap-up | Trellis AcademyFY2025 school audit | Audit | 15 May 2026 | 7.0 h |
| Fieldwork | Brighton Dental PartnersFY2025 401(k) plan audit | Audit | 31 Jul 2026 | 3.0 h |
Tasks
The open tasks this person is responsible for. Done is the only action.
| Task | Client · project | Due | Action |
|---|---|---|---|
| Participant data testing | Brighton Dental PartnersFY2025 401(k) plan audit | 12 Apr 2026 | |
| Investments and fair value | Brighton Dental PartnersFY2025 401(k) plan audit | 15 Apr 2026 | |
| Cash and investments | Trellis AcademyFY2025 school audit | 13 Apr 2026 | |
| Client Communications | Harbor Light Community ServicesFY2025 nonprofit audit | No due date | |
| Internal Controls | Harbor Light Community ServicesFY2025 nonprofit audit | 10 Apr 2026 | |
| Board Minutes | Harbor Light Community ServicesFY2025 nonprofit audit | 10 Apr 2026 | |
| Perm File Development | Harbor Light Community ServicesFY2025 nonprofit audit | No due date | |
| Review Prior Auditor's w/p's | Harbor Light Community ServicesFY2025 nonprofit audit | No due date | |
| Beginning Balance Testing | Harbor Light Community ServicesFY2025 nonprofit audit | No due date | |
| Cash | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Cash Confirmations | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Contributions Receivable | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Investments | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Inventory | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Property, Plant & Equipment | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Donated Assets | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Accounts Payable | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Long-term Debt | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Lease Obligations | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Deferred Revenue | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Other Liabilities | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Net Assets | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Designated/Temp Rest. Net Assets | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Income And Expenses | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Journal Entry testing | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Manager Supervision | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Travel | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Senior confirms fieldwork complete | Harbor Light Community ServicesFY2025 nonprofit audit | 27 Apr 2026 | |
| Report Preparation/Disclosure Checklist | Harbor Light Community ServicesFY2025 nonprofit audit | 14 days after Senior confirms fieldwork complete | |
| Final Analytics and Correspondence | Harbor Light Community ServicesFY2025 nonprofit audit | 14 days after Senior confirms fieldwork complete | |
| Final Audit Programs | Harbor Light Community ServicesFY2025 nonprofit audit | 14 days after Senior confirms fieldwork complete | |
| Address Review Notes | Harbor Light Community ServicesFY2025 nonprofit audit | 14 days after In-Charge/Tech Review | |
| Corrections & Final Proof | Harbor Light Community ServicesFY2025 nonprofit audit | 14 days after In-Charge/Tech Review | |
| Confirm Notes are Cleared and Sign-Offs Completed | Harbor Light Community ServicesFY2025 nonprofit audit | 45 days after Deliver Report | |
| Out of Scope: Work not part of original audit, additional leases, accounts, etc. | Harbor Light Community ServicesFY2025 nonprofit audit | No due date | |
| Over Budget: redo workpapers, wrong support given, client delays | Harbor Light Community ServicesFY2025 nonprofit audit | No due date |
Time this week · 6 Apr – 12 Apr
Confirmed hours only. An entry that still waits for its hours counts nowhere.
| Day | Client · project | Coded to | Billable | Hours |
|---|---|---|---|---|
| 7 Apr 2026 | Brighton Dental PartnersFY2025 401(k) plan audit · Participant data testing | Senior | Billable | 2.5 h |
| 8 Apr 2026 | Brighton Dental PartnersFY2025 401(k) plan audit · Investments and fair value | Senior | Billable | 3.0 h |
5.5 h of 30.0 h · 5.5 h billable
