Tasks

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

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Assignee
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

9 tasks · 9 open · 0 complete

FiltersDepartment: AuditAssignee: Wren Halliday
TaskClient · projectDepartmentDueAssigneeStatusAction
Form 5500 filing packageOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit30 Apr 2026Wren Hallidayopen
Bound report package to the dioceseOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit30 Apr 2026Wren Hallidayopen
990-PF filing packageOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 May 2026Wren Hallidayopen
Data collection form packageOpen projectTrellis AcademyFY2025 school auditAudit8 May 2026Wren Hallidayopen
Process ReportOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit1 day after Receive Signed MRLWren Hallidayopen
Processing CheckOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit1 day after Receive Signed MRLWren Hallidayopen
Verify Client PaymentOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit1 day after Receive Signed MRLWren Hallidayopen
Deliver ReportOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit1 day after Receive Signed MRLWren Hallidayopen
Finalize and Roll Binder ForwardOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit60 days after Deliver ReportWren Hallidayopen