Tasks

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

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Dana Park
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWexford Diocese Schools · FY2025 agreed-upon procedures

12 tasks · 8 open · 4 complete

FiltersAssignee: Dana Park
TaskClient · projectDepartmentDueAssigneeStatusAction
Beckett Family Foundation · FY2025 foundation audit3 items
Prior-year file and board minutesOpen projectBeckett Family FoundationFY2025 foundation auditAudit18 Mar 2026Dana Parkcomplete
Minimum distribution requirementOpen projectBeckett Family FoundationFY2025 foundation auditAudit9 Apr 2026Dana Parkopen
Board communication draftOpen projectBeckett Family FoundationFY2025 foundation auditAudit22 Apr 2026Dana Parkopen
Brighton Dental Partners · FY2025 401(k) plan audit4 items
Acceptance and continuanceOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit19 Mar 2026Dana Parkcomplete
Independence confirmationOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Mar 2026Dana Parkcomplete
Subsequent events reviewOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit20 Apr 2026Dana Parkopen
Management representation letterOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Apr 2026Dana Parkopen
Trellis Academy · FY2025 school audit3 items
Uniform Guidance risk assessmentOpen projectTrellis AcademyFY2025 school auditAudit20 Feb 2026Dana Parkcomplete
Time-and-effort certificationsOpen projectTrellis AcademyFY2025 school auditAudit10 Apr 2026Dana Parkopen
Schedule of expenditures of federal awardsOpen projectTrellis AcademyFY2025 school auditAudit22 Apr 2026Dana Parkopen
Wexford Diocese Schools · FY2025 agreed-upon procedures2 items
Draft the procedures and findingsOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit10 Apr 2026Dana Parkopen
Agree the findings with the school officesOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit15 Apr 2026Dana Parkopen