Tasks

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

View
ListBoardCalendar
Group by
NoneDue dateClientProjectDepartmentAssigneeStatus
Sort
Due dateClientAssigneeTask
Department
All departmentsTaxAuditCAS
Status
All statusesopencomplete
Assignee
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
Project
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

11 tasks · 11 open · 0 complete

FiltersAssignee: Jonah Reyes
TaskClient · projectDepartmentDueAssigneeStatusAction
Beckett Family Foundation · FY2025 foundation audit2 items
Grants made and approvalsOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 Apr 2026Jonah Reyesopen
Excise tax computationOpen projectBeckett Family FoundationFY2025 foundation auditAudit14 Apr 2026Jonah Reyesopen
Brighton Dental Partners · FY2025 401(k) plan audit1 item
ContributionsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit13 Apr 2026Jonah Reyesopen
Harbor Light Community Services · FY2025 nonprofit audit7 items
WalkthroughsOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit10 Apr 2026Jonah Reyesopen
Accounts ReceivableOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Jonah Reyesopen
Prepaid ExpensesOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Jonah Reyesopen
AccrualsOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Jonah Reyesopen
EndowmentsOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Jonah Reyesopen
Functional AllocationOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Jonah Reyesopen
Subsequent EventsOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Jonah Reyesopen
Trellis Academy · FY2025 school audit1 item
Federal award testing · Title IOpen projectTrellis AcademyFY2025 school auditAudit8 Apr 2026Jonah Reyesopen