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

21 tasks · 21 open · 0 complete

FiltersStatus: open Assignee: Owen Castille

open

Weekly Supervision and Review

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·10 Apr 2026·Owen Castille·open

Final Review Bank and Credit card Reconciliations

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·17 Apr 2026·Owen Castille·open

Maintain restricted fund rollforward

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·17 Apr 2026·Owen Castille·open

General Ledger and Balance sheet accounts Review

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·17 Apr 2026·Owen Castille·open

Close the books

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·19 Apr 2026·Owen Castille·open

Prepare Financial statement package and financial discussion letter

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·19 Apr 2026·Owen Castille·open

Financial Statements Client Delivery

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·21 Apr 2026·Owen Castille·open

Manager Overview

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Owen Castille·open

Technology Support

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Owen Castille·open

Final Review Bank and Credit card Reconciliations

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·18 May 2026·Owen Castille·open

Maintain restricted fund rollforward

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·18 May 2026·Owen Castille·open

General Ledger and Balance sheet accounts Review

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·18 May 2026·Owen Castille·open

Close the books

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·20 May 2026·Owen Castille·open

Prepare Financial statement package and financial discussion letter

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·20 May 2026·Owen Castille·open

Financial Statements Client Delivery

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·22 May 2026·Owen Castille·open

Manager Overview

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Jun 2026·Owen Castille·open

Technology Support

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Jun 2026·Owen Castille·open

Review and update Engagement Letter

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 Jun 2026·Owen Castille·open

Audit Liason

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 Jul 2026·Owen Castille·open

Out of Scope: Work not part of original budget, requested by client

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·No due date·Owen Castille·open

Over Budget: redo work, wrong support given, client delays

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·No due date·Owen Castille·open

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