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

22 tasks · 21 open · 1 complete

FiltersAssignee: Owen Castille
TaskClient · projectDepartmentDueAssigneeStatusAction
Overdue1 item
Weekly Supervision and ReviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS3 Apr 2026Repeats weeklyOwen Castillecomplete
Later · April 20261 item
Financial Statements Client DeliveryOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS21 Apr 2026Owen Castilleopen
Tomorrow · Friday 10 April1 item
Weekly Supervision and ReviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyOwen Castilleopen
Next week · from Monday 13 April5 items
Final Review Bank and Credit card ReconciliationsOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 Apr 2026Owen Castilleopen
Maintain restricted fund rollforwardOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 Apr 2026Owen Castilleopen
General Ledger and Balance sheet accounts ReviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 Apr 2026Owen Castilleopen
Close the booksOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS19 Apr 2026Owen Castilleopen
Prepare Financial statement package and financial discussion letterOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS19 Apr 2026Owen Castilleopen
Later · May 20268 items
Manager OverviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026Owen Castilleopen
Technology SupportOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026Owen Castilleopen
Final Review Bank and Credit card ReconciliationsOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS18 May 2026Owen Castilleopen
Maintain restricted fund rollforwardOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS18 May 2026Owen Castilleopen
General Ledger and Balance sheet accounts ReviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS18 May 2026Owen Castilleopen
Close the booksOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS20 May 2026Owen Castilleopen
Prepare Financial statement package and financial discussion letterOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS20 May 2026Owen Castilleopen
Financial Statements Client DeliveryOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS22 May 2026Owen Castilleopen
Later · June 20263 items
Manager OverviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS1 Jun 2026Owen Castilleopen
Technology SupportOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS1 Jun 2026Owen Castilleopen
Review and update Engagement LetterOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 Jun 2026Owen Castilleopen
Later · July 20261 item
Audit LiasonOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 Jul 2026Owen Castilleopen
No due date yet2 items
Out of Scope: Work not part of original budget, requested by clientOpen projectWayfarer MissionsMonthly accounting · September and OctoberCASNo due dateOwen Castilleopen
Over Budget: redo work, wrong support given, client delaysOpen projectWayfarer MissionsMonthly accounting · September and OctoberCASNo due dateOwen Castilleopen