Tasks

Every task across every project. One person is responsible for a task; any employee may record time against it.

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Department

All departments Tax Audit CAS

Status

All statuses open complete

Assignee

Any assignee Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Project

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Calloway Ridge Partners · 2025 partnership return Harbor Light Community Services · FY2025 nonprofit audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wayfarer Missions · Monthly accounting · September and October Wexford Diocese Schools · FY2025 agreed-upon procedures

4 tasks · 2 open · 2 complete

FiltersAssignee: Avery Morgan

Task	Client · project	Department	Due	Assignee	Status	Action
Brighton Dental Partners1 item
Risk identification meetingOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	25 Mar 2026	Avery Morgan	complete
Harbor Light Community Services2 items
Partner ReviewOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	14 days after In-Charge/Tech Review	Avery Morgan	open
Partner SignatureOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	1 day after Receive Signed MRL	Avery Morgan	open
Trellis Academy1 item
Major program determinationOpen project	Trellis AcademyFY2025 school audit	Audit	25 Feb 2026	Avery Morgan	complete