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

9 tasks · 8 open · 1 complete

FiltersAssignee: Milo Renard

Harbor Light Community Services

Trial Balance

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·3 Apr 2026·Milo Renard·complete

Notes Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Other Liabilities/Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Capital Leases

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Revenue testing

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Related Parties

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Ready Binder for Finalization

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·45 days after Deliver Report·Milo Renard·open

Trellis Academy

Enrolment and attendance records

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·9 Apr 2026·Milo Renard·open

State grant compliance

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·15 Apr 2026·Milo Renard·open

Notifications

Tasks

Harbor Light Community Services

Trellis Academy

Notifications