Tasks

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

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Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditCalloway Ridge Partners · 2025 partnership returnHarbor Light Community Services · FY2025 nonprofit auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWayfarer Missions · Monthly accounting · September and OctoberWexford Diocese Schools · FY2025 agreed-upon procedures

16 tasks · 16 open · 0 complete

FiltersStatus: openAssignee: Theo Marsh
TaskClient · projectDepartmentDueAssigneeStatusAction
Rowan Street Bakery · Q1 2026 close and filings1 item
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyTheo Marshopen
Wayfarer Missions · Monthly accounting · September and October15 items
Record transactions via the bank feed based on client codingOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS9 Apr 2026Repeats weeklyTheo Marshopen
Nexonia EE reimbursement marking paid in Nexonia and SIOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyTheo Marshopen
Record Deposits and other manual transactions in the GL via bank feedOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyTheo Marshopen
Subsidies Journal Entry - Additional for the Fully Subsidized FieldworkersOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Theo Marshopen
Credit Card Statement Reconciliation - one corporate card via NexoniaOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Theo Marshopen
Delete duplicate (manual) payments from Nexonia reimbursementsOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS13 Apr 2026Repeats weeklyTheo Marshopen
Process invoices in AP processor software- Wayfarer and Lanternway · TuesdayOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS14 Apr 2026Repeats weeklyTheo Marshopen
Client support / communication - AccountantOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026Theo Marshopen
Process monthly payroll in payroll software - WayfarerOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026Theo Marshopen
Reclass the Total Balance for the Fieldworkers ID Ending on M and F to the main ID (Work Fund, Reserve Fund and Short-term Fund)Open projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026Theo Marshopen
Reclass the Work Fund Balance of the Short Term Fieldworkers to Short TermOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026Theo Marshopen
Reconcile AP Third party with general ledger and AP ledgerOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026Theo Marshopen
Subsidies Journal Entry - Additional for the Fully Subsidized FieldworkersOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Theo Marshopen
Credit Card Statement Reconciliation - one corporate card via NexoniaOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Theo Marshopen
Client support / communication - AccountantOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS1 Jun 2026Theo Marshopen