Tasks

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

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Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
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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

7 tasks · 7 open · 0 complete

FiltersStatus: openAssignee: Maren Lowe

open

7
Detail Review

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·3 days after Return Preparation·Maren Lowe·open

Clear Review Notes

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Review Comments·Maren Lowe·open

Final Review Comments

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·2 days after Final Review·Maren Lowe·open

complete

0

Nothing here.