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

FiltersStatus: open Assignee: Jonah Reyes

open

Grants made and approvals

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Federal award testing · Title I

Trellis Academy · FY2025 school audit

Open project

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

Walkthroughs

Harbor Light Community Services · FY2025 nonprofit audit

Open project

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

Contributions

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Excise tax computation

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Accounts Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

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

Prepaid Expenses

Harbor Light Community Services · FY2025 nonprofit audit

Open project

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

Accruals

Harbor Light Community Services · FY2025 nonprofit audit

Open project

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

Endowments

Harbor Light Community Services · FY2025 nonprofit audit

Open project

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

Functional Allocation

Harbor Light Community Services · FY2025 nonprofit audit

Open project

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

Subsequent Events

Harbor Light Community Services · FY2025 nonprofit audit

Open project

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

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