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

11 tasks · 11 open · 0 complete

FiltersAssignee: Jonah Reyes

Overdue

2

Grants made and approvals

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·8 Apr 2026·Jonah Reyes·open

Federal award testing · Title I

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·8 Apr 2026·Jonah Reyes·open

Later · April 2026

6

Accounts Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Prepaid Expenses

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Functional Allocation

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Subsequent Events

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Tomorrow · Friday 10 April

1

Harbor Light Community Services · FY2025 nonprofit audit

Harbor Light Community Services·Audit·10 Apr 2026·Jonah Reyes·open

Next week · from Monday 13 April

2

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·13 Apr 2026·Jonah Reyes·open

Excise tax computation

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·14 Apr 2026·Jonah Reyes·open