Tasks

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

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All statusesopencomplete
Assignee
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
Project
All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditCalloway Ridge Partners · 2025 partnership returnHarbor Light Community Services · FY2025 nonprofit auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWayfarer Missions · Monthly accounting · September and OctoberWexford Diocese Schools · FY2025 agreed-upon procedures

4 tasks · 2 open · 2 complete

FiltersAssignee: Avery Morgan
TaskClient · projectDepartmentDueAssigneeStatusAction
Brighton Dental Partners · FY2025 401(k) plan audit1 item
Risk identification meetingOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit25 Mar 2026Avery Morgancomplete
Harbor Light Community Services · FY2025 nonprofit audit2 items
Partner ReviewOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after In-Charge/Tech ReviewAvery Morganopen
Partner SignatureOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit1 day after Receive Signed MRLAvery Morganopen
Trellis Academy · FY2025 school audit1 item
Major program determinationOpen projectTrellis AcademyFY2025 school auditAudit25 Feb 2026Avery Morgancomplete