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
open4 items
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