Tasks

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

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Audit
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Assignee
Wren Halliday
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

4 tasks · 4 open · 0 complete

FiltersDepartment: AuditAssignee: Wren Halliday
TaskClient · projectDepartmentDueAssigneeStatusAction
Beckett Family Foundation1 item
990-PF filing packageOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 May 2026Wren Hallidayopen
Brighton Dental Partners1 item
Form 5500 filing packageOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit30 Apr 2026Wren Hallidayopen
Trellis Academy1 item
Data collection form packageOpen projectTrellis AcademyFY2025 school auditAudit8 May 2026Wren Hallidayopen
Wexford Diocese Schools1 item
Bound report package to the dioceseOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit30 Apr 2026Wren Hallidayopen