Tasks

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

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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

8 tasks · 8 open · 0 complete

FiltersStatus: open Assignee: Milo Renard

Task	Client · project	Department	Due	Assignee	Status	Action
open8 items
Enrolment and attendance recordsOpen project	Trellis AcademyFY2025 school audit	Audit	9 Apr 2026	Milo Renard	open
State grant complianceOpen project	Trellis AcademyFY2025 school audit	Audit	15 Apr 2026	Milo Renard	open
Notes ReceivableOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	27 Apr 2026	Milo Renard	open
Other Liabilities/AssetsOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	27 Apr 2026	Milo Renard	open
Capital LeasesOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	27 Apr 2026	Milo Renard	open
Revenue testingOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	27 Apr 2026	Milo Renard	open
Related PartiesOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	27 Apr 2026	Milo Renard	open
Ready Binder for FinalizationOpen project	Harbor Light Community ServicesFY2025 nonprofit audit	Audit	45 days after Deliver Report	Milo Renard	open