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
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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

8 tasks · 0 open · 8 complete

FiltersStatus: completeAssignee: Hallie Grant
TaskClient · projectDepartmentDueAssigneeStatusAction
Rowan Street Bakery4 items
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS12 Feb 2026Repeats monthlyHallie Grantcomplete
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS13 Feb 2026Repeats monthlyHallie Grantcomplete
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS13 Mar 2026Repeats monthlyHallie Grantcomplete
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS17 Mar 2026Repeats monthlyHallie Grantcomplete
Wayfarer Missions4 items
Reconcile Form 941 to the GLOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS1 Apr 2026Hallie Grantcomplete
Approve invoices in the AP processor software for accuracyOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 Apr 2026Repeats weeklyHallie Grantcomplete
Provide the weekly expense report for Site Stacker purposesOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS3 Apr 2026Repeats weeklyHallie Grantcomplete
Internal Transfer journal entry/Deposits JEOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS3 Apr 2026Repeats weeklyHallie Grantcomplete