Tasks

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

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Sana Ellis

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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

4 tasks · 2 open · 2 complete

FiltersAssignee: Sana Ellis

Task	Client · project	Department	Due	Assignee	Status	Action
Beckett Family Foundation1 item
Investment income and fair valueOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	10 Apr 2026	Sana Ellis	open
Brighton Dental Partners1 item
DistributionsOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	14 Apr 2026	Sana Ellis	open
Wexford Diocese Schools2 items
Tuition receipts sampleOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	20 Mar 2026	Sana Ellis	complete
Fee waiver approvalsOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	27 Mar 2026	Sana Ellis	complete