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

37 tasks · 36 open · 1 complete

FiltersAssignee: Priya Shah

Overdue

Budget/Eng. Letter/Request List

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·30 Mar 2026·Priya Shah·complete

Later · April 2026

Cash

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Cash Confirmations

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Contributions Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Investments

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Inventory

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Property, Plant & Equipment

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Donated Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Accounts Payable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Long-term Debt

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Lease Obligations

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Deferred Revenue

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Other Liabilities

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Net Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Designated/Temp Rest. Net Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Income And Expenses

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Journal Entry testing

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Manager Supervision

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Travel

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Senior confirms fieldwork complete

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Tomorrow · Friday 10 April

Internal Controls

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·10 Apr 2026·Priya Shah·open

Board Minutes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·10 Apr 2026·Priya Shah·open

Sunday 12 April

Participant data testing

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·12 Apr 2026·Priya Shah·open

Next week · from Monday 13 April

Cash and investments

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·13 Apr 2026·Priya Shah·open

Investments and fair value

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·15 Apr 2026·Priya Shah·open

No due date yet

Client Communications

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Perm File Development

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Review Prior Auditor's w/p's

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Beginning Balance Testing

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Report Preparation/Disclosure Checklist

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Priya Shah·open

Final Analytics and Correspondence

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Priya Shah·open

Final Audit Programs

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Priya Shah·open

Address Review Notes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Priya Shah·open

Corrections & Final Proof

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Priya Shah·open

Confirm Notes are Cleared and Sign-Offs Completed

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·45 days after Deliver Report·Priya Shah·open

Out of Scope: Work not part of original audit, additional leases, accounts, etc.

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

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

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Notifications

Tasks

Overdue

Later · April 2026

Tomorrow · Friday 10 April

Sunday 12 April

Next week · from Monday 13 April

No due date yet

Notifications