Tasks

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

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All departments Tax Audit CAS

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open

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Assignee

Hallie Grant

Client

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All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

Project

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All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

2 tasks · 2 open · 0 complete

FiltersStatus: open Assignee: Hallie Grant

Task	Client · project	Department	Due	Assignee	Status	Action
Month-end entries and closeOpen project	Rowan Street BakeryQ1 2026 close and filings	CAS	10 Apr 2026Repeats monthly	Hallie Grant	open
Financials to the clientOpen project	Rowan Street BakeryQ1 2026 close and filings	CAS	10 Apr 2026Repeats monthly	Hallie Grant	open