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Audit

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Priya Shah

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All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

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All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

3 tasks · 3 open · 0 complete

FiltersDepartment: Audit Assignee: Priya Shah

Task	Client · project	Department	Due	Assignee	Status	Action
Brighton Dental Partners · FY2025 401(k) plan audit2 items
Participant data testingOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	12 Apr 2026	Priya Shah	open
Investments and fair valueOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	15 Apr 2026	Priya Shah	open
Trellis Academy · FY2025 school audit1 item
Cash and investmentsOpen project	Trellis AcademyFY2025 school audit	Audit	13 Apr 2026	Priya Shah	open