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

8 tasks · 6 open · 2 complete

FiltersAssignee: Dana Park Client: Harbor Light Community Services Project: Harbor Light Community Services · FY2025 nonprofit audit

Task	Client · project	Department	Due	Assignee	Status	Action
Planning MeetingOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	30 Mar 2026	Dana Park	complete
Planning/Risk AssessmentOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	2 Apr 2026	Dana Park	complete
In-Charge/Tech ReviewOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	14 days after Senior confirms fieldwork complete	Dana Park	open
Detail ReviewOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	14 days after In-Charge/Tech Review	Dana Park	open
Clear Review NotesOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	14 days after In-Charge/Tech Review	Dana Park	open
Send Draft MRL to ClientOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	14 days after In-Charge/Tech Review	Dana Park	open
Receive Signed MRLOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	No due date	Dana Park	open
Sr. Manager Confirmation of Binder FinalizationOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	45 days after Deliver Report	Dana Park	open