Tasks

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

View

List Board Calendar

Group by

None Due date Client Project Department Assignee Status

Sort

Due date Client Assignee Task

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

14 tasks · 14 open · 0 complete

FiltersStatus: open Assignee: Dana Park

open

Minimum distribution requirement

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Time-and-effort certifications

Trellis Academy · FY2025 school audit

Open project

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

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

Subsequent events review

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·20 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

Management representation letter

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·22 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

In-Charge/Tech Review