Tasks
Every task across every project. One person is responsible for a task; any employee may record time against it.
Department
Status
Assignee
Client
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
9 tasks · 7 open · 2 complete
| Task | Client · project | Department | Due | Assignee | Status | Action |
|---|---|---|---|---|---|---|
Calloway Ridge Partners9 items | ||||||
| Extension if NeededOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | open | |
| Client Info ReceivedOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | complete | |
| All Client PBCs ConfirmedOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | complete | |
| Front End Accounting if NeededOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | open | |
| Detail ReviewOpen project | Calloway Ridge Partners2025 partnership return | Tax | 3 days after Return Preparation | Maren Lowe | open | |
| Clear Review NotesOpen project | Calloway Ridge Partners2025 partnership return | Tax | 1 day after Review Comments | Maren Lowe | open | |
| Final Review CommentsOpen project | Calloway Ridge Partners2025 partnership return | Tax | 2 days after Final Review | Maren Lowe | open | |
| Out of Scope: Work not part of original audit, additional leases, accounts, etc.Open project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | open | |
| Over Budget: redo workpapers, wrong support given, client delaysOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | open | |
