Tasks

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

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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

9 tasks · 8 open · 1 complete

FiltersAssignee: Milo Renard
TaskClient · projectDepartmentDueAssigneeStatusAction
Harbor Light Community Services · FY2025 nonprofit audit7 items
Trial BalanceOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit3 Apr 2026Milo Renardcomplete
Notes ReceivableOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Milo Renardopen
Other Liabilities/AssetsOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Milo Renardopen
Capital LeasesOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Milo Renardopen
Revenue testingOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Milo Renardopen
Related PartiesOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit27 Apr 2026Milo Renardopen
Ready Binder for FinalizationOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit45 days after Deliver ReportMilo Renardopen
Trellis Academy · FY2025 school audit2 items
Enrolment and attendance recordsOpen projectTrellis AcademyFY2025 school auditAudit9 Apr 2026Milo Renardopen
State grant complianceOpen projectTrellis AcademyFY2025 school auditAudit15 Apr 2026Milo Renardopen