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

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Theo Marsh
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa 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 FoundationSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWexford Diocese Schools · FY2025 agreed-upon procedures

9 tasks · 1 open · 8 complete

FiltersAssignee: Theo Marsh
TaskClient · projectDepartmentDueAssigneeStatusAction
open1 item
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyTheo Marshopen
complete8 items
Bank reconciliationsOpen projectRowan Street BakeryQ1 2026 close and filingsCAS6 Feb 2026Repeats weeklyTheo Marshcomplete
Transaction codingOpen projectRowan Street BakeryQ1 2026 close and filingsCAS9 Feb 2026Repeats weeklyTheo Marshcomplete
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Feb 2026Repeats monthlyTheo Marshcomplete
Bank reconciliationsOpen projectRowan Street BakeryQ1 2026 close and filingsCAS6 Mar 2026Repeats weeklyTheo Marshcomplete
Transaction codingOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Mar 2026Repeats weeklyTheo Marshcomplete
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS11 Mar 2026Repeats monthlyTheo Marshcomplete
Bank reconciliationsOpen projectRowan Street BakeryQ1 2026 close and filingsCAS3 Apr 2026Repeats weeklyTheo Marshcomplete
Transaction codingOpen projectRowan Street BakeryQ1 2026 close and filingsCAS6 Apr 2026Repeats weeklyTheo Marshcomplete