Tasks

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

View
ListBoardCalendar
Group by
NoneDue dateClientProjectDepartmentAssigneeStatus
Sort
Due dateClientAssigneeTask
Department
All departmentsTaxAuditCAS
Status
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

22 tasks · 21 open · 1 complete

FiltersAssignee: Owen CastilleProject: Wayfarer Missions · Monthly accounting · September and October
TaskClient · projectDepartmentDueAssigneeStatusAction
Weekly Supervision and ReviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS3 Apr 2026Repeats weeklyOwen Castillecomplete
Weekly Supervision and ReviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyOwen Castilleopen
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
Financial Statements Client DeliveryOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS21 Apr 2026Owen Castilleopen
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
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
Audit LiasonOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 Jul 2026Owen Castilleopen
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