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 departments Tax Audit CAS

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Dana Park

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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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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

12 tasks · 8 open · 4 complete

FiltersAssignee: Dana Park

Beckett Family Foundation · FY2025 foundation audit

Prior-year file and board minutes

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·18 Mar 2026·Dana Park·complete

Minimum distribution requirement

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·9 Apr 2026·Dana Park·open

Board communication draft

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·22 Apr 2026·Dana Park·open

Brighton Dental Partners · FY2025 401(k) plan audit

Acceptance and continuance

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·19 Mar 2026·Dana Park·complete

Independence confirmation

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·22 Mar 2026·Dana Park·complete

Subsequent events review

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·20 Apr 2026·Dana Park·open

Management representation letter

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·22 Apr 2026·Dana Park·open

Trellis Academy · FY2025 school audit

Uniform Guidance risk assessment

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·20 Feb 2026·Dana Park·complete

Time-and-effort certifications

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·10 Apr 2026·Dana Park·open

Schedule of expenditures of federal awards

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·22 Apr 2026·Dana Park·open

Wexford Diocese Schools · FY2025 agreed-upon procedures

Draft the procedures and findings

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

Wexford Diocese Schools·Audit·10 Apr 2026·Dana Park·open

Agree the findings with the school offices

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

Wexford Diocese Schools·Audit·15 Apr 2026·Dana Park·open