Tasks

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

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All departments Tax Audit CAS

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Assignee

Sana Ellis

Client

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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

2 tasks · 2 open · 0 complete

FiltersStatus: open Assignee: Sana Ellis

Task	Client · project	Department	Due	Assignee	Status	Action
Investment income and fair valueOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	10 Apr 2026	Sana Ellis	open
DistributionsOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	14 Apr 2026	Sana Ellis	open