Tasks

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

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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

20 tasks · 14 open · 6 complete

FiltersAssignee: 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

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Dana Park·open

Detail Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Clear Review Notes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Send Draft MRL to Client

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Receive Signed MRL

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Dana Park·open

Sr. Manager Confirmation of Binder Finalization

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·45 days after Deliver Report·Dana Park·open

complete

Uniform Guidance risk assessment

Trellis Academy · FY2025 school audit

Open project

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

Prior-year file and board minutes

Beckett Family Foundation · FY2025 foundation audit

Open project

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

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

Planning Meeting

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·30 Mar 2026·Dana Park·complete

Planning/Risk Assessment

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·2 Apr 2026·Dana Park·complete

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Tasks

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complete

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