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 Foundation · FY2025 foundation audit1 item
Investment income and fair valueOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	10 Apr 2026	Sana Ellis	open
Brighton Dental Partners · FY2025 401(k) plan audit1 item
DistributionsOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	14 Apr 2026	Sana Ellis	open
Wexford Diocese Schools · FY2025 agreed-upon procedures2 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