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

37 tasks · 29 open · 8 complete

FiltersAssignee: Hallie Grant
TaskClient · projectDepartmentDueAssigneeStatusAction
Overdue8 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
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
Today · Thursday 9 April1 item
Approve invoices in the AP processor software for accuracyOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS9 Apr 2026Repeats weeklyHallie Grantopen
Tomorrow · Friday 10 April4 items
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyHallie Grantopen
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyHallie Grantopen
Provide the weekly expense report for Site Stacker purposesOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyHallie Grantopen
Internal Transfer journal entry/Deposits JEOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyHallie Grantopen
Saturday 11 April5 items
Investment statement request to the clientOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Hallie Grantopen
403B Working Paper ReportOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Hallie Grantopen
Maintain the Right of use asset and lease liabilityOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Hallie Grantopen
Mobilization Center donations report email to BILL for processingOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Hallie Grantopen
Record payroll journal entries in the GL - month endOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Hallie Grantopen
Next week · from Monday 13 April6 items
Maintain prepaid asset scheduleOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS16 Apr 2026Hallie Grantopen
Maintain accrued expense scheduleOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS16 Apr 2026Hallie Grantopen
Review payroll liability accounts and suggest JE adjustment as neededOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS16 Apr 2026Hallie Grantopen
Review accounts payable aging for appropriate application of paymentsOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS16 Apr 2026Hallie Grantopen
Maintain fixed asset and accumulated depreciation rollforwardOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS16 Apr 2026Hallie Grantopen
Reconcile AR based with the client billing reporting (Site Stacker) Donor Software ReconciliationOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS16 Apr 2026Hallie Grantopen
Later · May 202612 items
Client support / communication - Sr. AccountantOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026Hallie Grantopen
Investment statement request to the clientOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Hallie Grantopen
403B Working Paper ReportOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Hallie Grantopen
Maintain the Right of use asset and lease liabilityOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Hallie Grantopen
Mobilization Center donations report email to BILL for processingOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Hallie Grantopen
Record payroll journal entries in the GL - month endOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Hallie Grantopen
Maintain prepaid asset scheduleOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 May 2026Hallie Grantopen
Maintain accrued expense scheduleOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 May 2026Hallie Grantopen
Review payroll liability accounts and suggest JE adjustment as neededOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 May 2026Hallie Grantopen
Review accounts payable aging for appropriate application of paymentsOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 May 2026Hallie Grantopen
Maintain fixed asset and accumulated depreciation rollforwardOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 May 2026Hallie Grantopen
Reconcile AR based with the client billing reporting (Site Stacker) Donor Software ReconciliationOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 May 2026Hallie Grantopen
Later · June 20261 item
Client support / communication - Sr. AccountantOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS1 Jun 2026Hallie Grantopen