Audit 7 2.0 0 2.0 0 2.0 0 2.0 0 1.9 — — — — — 2.9 — 2.9 — 2.9 — 2.9 — 2.8 — — — — — 4.1 — 4.1 — 4.0 — 4.0 — 4.0 — — — — — 1.3 — 1.3 — 1.3 — 1.2 — 1.2 — — — — — Bookings
9.9 h total FY2025 401(k) plan audit · Brighton Dental Partners · Partner 14.4 h total FY2025 school audit · Trellis Academy · Partner 20.2 h total FY2025 agreed-upon procedures · Wexford Diocese Schools · Partner 6.3 h total FY2025 foundation audit · Beckett Family Foundation · Partner for Avery Morgan
Drag across days to add a booking 3.9 0 3.9 0 3.8 0 3.8 0 3.8 — — — — — 5.4 — 5.4 — 5.4 — 5.4 — 5.3 — — — — — 1.7 — 1.7 — 1.7 — 1.7 — 1.6 — — — — — 3.4 — 3.4 — 3.4 — 3.3 — 3.3 — — — — — Bookings
19.2 h total FY2025 school audit · Trellis Academy · Tech review 26.9 h total FY2025 agreed-upon procedures · Wexford Diocese Schools · Partner 8.4 h total FY2025 foundation audit · Beckett Family Foundation · Tech review 16.8 h total FY2025 nonprofit audit · Harbor Light Community Services · Tech review for Eirene Vasquez
Drag across days to add a booking 7.2 4.0 7.2 6.0 7.2 5.0 7.1 0 7.1 — — — — — 4.3 — 2.3 — 2.2 — 2.2 — 2.2 — — — — — 4.5 — 4.5 — 4.5 — 4.5 — 4.4 — — — — — 6.1 — 6.1 — 6.1 — 6.1 — 6.0 — — — — — Bookings
35.8 h total FY2025 agreed-upon procedures · Wexford Diocese Schools · Senior manager 2.0h Team training 22.4 h total FY2025 nonprofit audit · Harbor Light Community Services · Senior manager 30.4 h total FY2025 401(k) plan audit · Brighton Dental Partners · Senior manager
11.2 h total FY2025 foundation audit · Beckett Family Foundation · Senior manager for Dana Park
Drag across days to add a booking 2.1 0 2.1 2.5 2.1 3.0 2.1 0 2.1 — — — — — 4.2 — 4.2 — 4.2 — 4.2 — 4.2 — — — — — 5.7 — 5.7 — 5.7 — 5.7 — 5.7 — — — — — 2.7 — 2.7 — 2.7 — 2.7 — 2.7 — — — — — Bookings
2.1 h/day FY2025 foundation audit · Beckett Family Foundation · Senior 4.2 h/day FY2025 nonprofit audit · Harbor Light Community Services · Senior 5.7 h/day FY2025 401(k) plan audit · Brighton Dental Partners · Senior 2.7 h/day FY2025 school audit · Trellis Academy · Senior for Priya Shah
Drag across days to add a booking 5.1 7.5 5.1 4.0 5.0 8.0 5.0 0 5.0 — — — — — 6.9 — 6.9 — 6.8 — 6.8 — 6.8 — — — — — 3.3 — 3.3 — 3.2 — 3.2 — 3.2 — — — — — 4.0 — 4.0 — 4.0 — 3.9 — 3.9 — — — — — Bookings
25.2 h total FY2025 nonprofit audit · Harbor Light Community Services · Staff 34.2 h total FY2025 401(k) plan audit · Brighton Dental Partners · Staff 16.2 h total FY2025 school audit · Trellis Academy · Staff 19.8 h total FY2025 agreed-upon procedures · Wexford Diocese Schools · Staff for Jonah Reyes
Drag across days to add a booking 6.9 4.5 6.9 0 6.8 2.0 6.8 2.5 6.8 — — — — — 3.3 — 3.3 — 3.2 — 3.2 — 3.2 — — — — — 4.0 — 4.0 — 4.0 — 3.9 — 3.9 — — — — — 5.8 — 5.8 — 5.8 — 5.7 — 5.7 — — — — — Bookings
34.2 h total FY2025 401(k) plan audit · Brighton Dental Partners · Staff 16.2 h total FY2025 school audit · Trellis Academy · Staff 19.8 h total FY2025 agreed-upon procedures · Wexford Diocese Schools · Staff 28.8 h total FY2025 foundation audit · Beckett Family Foundation · Staff for Sana Ellis
Drag across days to add a booking 3.3 0 3.3 5.5 3.2 0 3.2 3.0 3.2 — — — — — 4.0 — 4.0 — 4.0 — 3.9 — 3.9 — — — — — 5.8 — 5.8 — 5.8 — 5.7 — 5.7 — — — — — 8.1 — 8.1 — 8.1 — 8.0 — 8.0 — — — — — Bookings
16.2 h total FY2025 school audit · Trellis Academy · Staff 19.8 h total FY2025 agreed-upon procedures · Wexford Diocese Schools · Staff 28.8 h total FY2025 foundation audit · Beckett Family Foundation · Staff 40.3 h total FY2025 nonprofit audit · Harbor Light Community Services · Staff for Milo Renard
Drag across days to add a booking Tax 7 1.8 0 1.8 0 1.8 0 1.7 0 1.7 — — — — — 2.6 — 2.6 — 2.6 — 2.5 — 2.5 — — — — — 3.6 — 3.6 — 3.6 — 3.6 — 3.5 — — — — — 1.2 — 1.1 — 1.1 — 1.1 — 1.1 — — — — — Bookings
8.8 h total 2025 partnership return · Calloway Ridge Partners · Primary partner 12.8 h total 2025 individual return · Marisol and Dean Hartley · Primary partner 17.9 h total 2025 partnership return · Calloway Ridge Partners · Primary partner 5.6 h total 2025 individual return · Marisol and Dean Hartley · Primary partner for Frances Okoye
Drag across days to add a booking 4.2 0 4.2 0 4.2 0 4.1 0 4.1 — — — — — 5.9 — 5.8 — 5.8 — 5.8 — 5.8 — — — — — 1.9 — 1.8 — 1.8 — 1.8 — 1.8 — — — — — 3.7 — 3.7 — 3.6 — 3.6 — 3.6 — — — — — Bookings
20.8 h total 2025 individual return · Marisol and Dean Hartley · Primary partner 29.1 h total 2025 partnership return · Calloway Ridge Partners · Primary partner 9.1 h total 2025 individual return · Marisol and Dean Hartley · Primary partner 18.2 h total 2025 partnership return · Calloway Ridge Partners · Primary partner for Iris Whelan
Drag across days to add a booking 6.8 0 6.7 0 6.7 2.0 6.7 1.5 6.7 — — — — — 2.1 — 2.1 — 2.1 — 2.1 — 2.1 — — — — — 4.2 — 4.2 — 4.2 — 4.2 — 4.2 — — — — — 5.7 — 5.7 — 5.7 — 5.7 — 5.7 — — — — — Bookings
33.6 h total 2025 partnership return · Calloway Ridge Partners · Senior manager 2.1 h/day 2025 individual return · Marisol and Dean Hartley · Senior manager 4.2 h/day 2025 partnership return · Calloway Ridge Partners · Senior manager 5.7 h/day 2025 individual return · Marisol and Dean Hartley · Senior manager for Colin Berg
Drag across days to add a booking 2.3 0 2.3 0 2.2 0 2.2 0 2.2 — — — — — 4.5 — 4.5 — 4.5 — 4.5 — 4.4 — — — — — 6.1 — 6.1 — 6.1 — 6.1 — 6.0 — — — — — 2.9 — 2.9 — 2.9 — 2.9 — 2.8 — — — — — Bookings
11.2 h total 2025 individual return · Marisol and Dean Hartley · Primary partner 22.4 h total 2025 partnership return · Calloway Ridge Partners · Manager/Supervisor 30.4 h total 2025 individual return · Marisol and Dean Hartley · Primary partner 14.4 h total 2025 partnership return · Calloway Ridge Partners · Manager/Supervisor for Maren Lowe
Drag across days to add a booking 4.0 0 3.9 0 3.9 0 3.9 0 3.9 — — — — — 5.4 — 5.3 — 5.3 — 5.3 — 5.3 — — — — — 2.6 — 2.5 — 2.5 — 2.5 — 2.5 — — — — — 3.1 — 3.1 — 3.1 — 3.1 — 3.0 — — — — — Bookings
19.6 h total 2025 partnership return · Calloway Ridge Partners · Primary partner 26.6 h total 2025 individual return · Marisol and Dean Hartley · Bill manager 12.6 h total 2025 partnership return · Calloway Ridge Partners · Primary partner 15.4 h total 2025 individual return · Marisol and Dean Hartley · Bill manager for Tessa Nunn
Drag across days to add a booking 6.9 2.0 6.9 1.0 6.8 0 6.8 0 6.8 — — — — — 3.3 — 3.3 — 3.2 — 3.2 — 3.2 — — — — — 4.0 — 4.0 — 4.0 — 3.9 — 3.9 — — — — — 5.8 — 5.8 — 5.8 — 5.7 — 5.7 — — — — — Bookings
34.2 h total 2025 individual return · Marisol and Dean Hartley · Preparer 16.2 h total 2025 partnership return · Calloway Ridge Partners · Preparer 19.8 h total 2025 individual return · Marisol and Dean Hartley · Preparer 28.8 h total 2025 partnership return · Calloway Ridge Partners · Preparer for Alina Roth
Drag across days to add a booking 3.3 0 3.3 0 3.2 0 3.2 0 3.2 — — — — — 4.0 — 4.0 — 4.0 — 3.9 — 3.9 — — — — — 5.8 — 5.8 — 5.8 — 5.7 — 5.7 — — — — — 8.1 — 8.1 — 8.1 — 8.0 — 8.0 — — — — — Bookings
16.2 h total 2025 partnership return · Calloway Ridge Partners · Preparer 19.8 h total 2025 individual return · Marisol and Dean Hartley · Preparer 28.8 h total 2025 partnership return · Calloway Ridge Partners · Preparer 40.3 h total 2025 individual return · Marisol and Dean Hartley · Preparer for Bram Odell
Drag across days to add a booking CAS 6 2.0 0 2.0 0 2.0 0 2.0 0 1.9 — — — — — 2.9 — 2.9 — 2.9 — 2.9 — 2.8 — — — — — 4.1 — 4.1 — 4.0 — 4.0 — 4.0 — — — — — 1.3 — 1.3 — 1.3 — 1.2 — 1.2 — — — — — Bookings
9.9 h total Q1 2026 close and filings · Rowan Street Bakery · Partner 14.4 h total Monthly accounting · September and October · Wayfarer Missions · Partner 20.2 h total Q1 2026 close and filings · Rowan Street Bakery · Partner 6.3 h total Monthly accounting · September and October · Wayfarer Missions · Partner for Nadia Beaumont
Drag across days to add a booking 3.9 0 3.9 0 3.8 0 3.8 0 3.8 — — — — — 5.4 — 5.4 — 5.4 — 5.4 — 5.3 — — — — — 1.7 — 1.7 — 1.7 — 1.7 — 1.6 — — — — — 3.4 — 3.4 — 3.4 — 3.3 — 3.3 — — — — — Bookings
19.2 h total Monthly accounting · September and October · Wayfarer Missions · Partner 26.9 h total Q1 2026 close and filings · Rowan Street Bakery · Partner 8.4 h total Monthly accounting · September and October · Wayfarer Missions · Partner 16.8 h total Q1 2026 close and filings · Rowan Street Bakery · Partner for Dov Halloran
Drag across days to add a booking 6.8 0 6.7 0 6.7 1.0 6.7 1.0 6.7 — — — — — 2.1 — 2.1 — 2.1 — 2.1 — 2.1 — — — — — 4.2 — 4.2 — 4.2 — 4.2 — 4.2 — — — — — 5.7 — 5.7 — 5.7 — 5.7 — 5.7 — — — — — Bookings
33.6 h total Q1 2026 close and filings · Rowan Street Bakery · Supervisor 2.1 h/day Monthly accounting · September and October · Wayfarer Missions · Supervisor 4.2 h/day Q1 2026 close and filings · Rowan Street Bakery · Supervisor 5.7 h/day Monthly accounting · September and October · Wayfarer Missions · Supervisor for Owen Castille
Drag across days to add a booking 2.3 0 2.3 1.5 2.2 2.5 2.2 0 2.2 — — — — — 4.5 — 4.5 — 4.5 — 4.5 — 4.4 — — — — — 6.1 — 6.1 — 6.1 — 6.1 — 6.0 — — — — — 2.9 — 2.9 — 2.9 — 2.9 — 2.8 — — — — — Bookings
11.2 h total Monthly accounting · September and October · Wayfarer Missions · Senior accountant 22.4 h total Q1 2026 close and filings · Rowan Street Bakery · Senior accountant 30.4 h total Monthly accounting · September and October · Wayfarer Missions · Senior accountant 14.4 h total Q1 2026 close and filings · Rowan Street Bakery · Senior accountant for Hallie Grant
Drag across days to add a booking 5.1 3.0 5.1 0 5.0 0 5.0 0 5.0 — — — — — 6.9 — 6.9 — 6.8 — 6.8 — 6.8 — — — — — 3.3 — 3.3 — 3.2 — 3.2 — 3.2 — — — — — 4.0 — 4.0 — 4.0 — 3.9 — 3.9 — — — — — Bookings
25.2 h total Q1 2026 close and filings · Rowan Street Bakery · Accountant 34.2 h total Monthly accounting · September and October · Wayfarer Missions · Accountant 16.2 h total Q1 2026 close and filings · Rowan Street Bakery · Accountant 19.8 h total Monthly accounting · September and October · Wayfarer Missions · Accountant for Theo Marsh
Drag across days to add a booking 6.9 0 6.9 0 6.8 0 6.8 0 6.8 — — — — — 3.3 — 3.3 — 3.2 — 3.2 — 3.2 — — — — — 4.0 — 4.0 — 4.0 — 3.9 — 3.9 — — — — — 5.8 — 5.8 — 5.8 — 5.7 — 5.7 — — — — — Bookings
34.2 h total Monthly accounting · September and October · Wayfarer Missions · Accountant 16.2 h total Q1 2026 close and filings · Rowan Street Bakery · Accountant 19.8 h total Monthly accounting · September and October · Wayfarer Missions · Accountant 28.8 h total Q1 2026 close and filings · Rowan Street Bakery · Accountant for June Sowande
Drag across days to add a booking Administration 1 — 0 — 0 — 0 — 2.0 — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — for Wren Halliday
Drag across days to add a booking 