Tasks

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

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Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa 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 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

20 tasks · 14 open · 6 complete

FiltersAssignee: Dana Park
TaskClient · projectDepartmentDueAssigneeStatusAction
open14 items
Minimum distribution requirementOpen projectBeckett Family FoundationFY2025 foundation auditAudit9 Apr 2026Dana Parkopen
Time-and-effort certificationsOpen projectTrellis AcademyFY2025 school auditAudit10 Apr 2026Dana Parkopen
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
Subsequent events reviewOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit20 Apr 2026Dana Parkopen
Board communication draftOpen projectBeckett Family FoundationFY2025 foundation auditAudit22 Apr 2026Dana Parkopen
Management representation letterOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Apr 2026Dana Parkopen
Schedule of expenditures of federal awardsOpen projectTrellis AcademyFY2025 school auditAudit22 Apr 2026Dana Parkopen
In-Charge/Tech ReviewOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after Senior confirms fieldwork completeDana Parkopen
Detail ReviewOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after In-Charge/Tech ReviewDana Parkopen
Clear Review NotesOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after In-Charge/Tech ReviewDana Parkopen
Send Draft MRL to ClientOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit14 days after In-Charge/Tech ReviewDana Parkopen
Receive Signed MRLOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAuditNo due dateDana Parkopen
Sr. Manager Confirmation of Binder FinalizationOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit45 days after Deliver ReportDana Parkopen
complete6 items
Uniform Guidance risk assessmentOpen projectTrellis AcademyFY2025 school auditAudit20 Feb 2026Dana Parkcomplete
Prior-year file and board minutesOpen projectBeckett Family FoundationFY2025 foundation auditAudit18 Mar 2026Dana Parkcomplete
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
Planning MeetingOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit30 Mar 2026Dana Parkcomplete
Planning/Risk AssessmentOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit2 Apr 2026Dana Parkcomplete