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Avery Morgan

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All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

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Brighton Dental Partners · FY2025 401(k) plan audit

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

1 task · 0 open · 1 complete

FiltersAssignee: Avery Morgan Project: Brighton Dental Partners · FY2025 401(k) plan audit

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