Tasks

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

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Department

All departments Tax Audit CAS

Status

All statuses open complete

Assignee

Any assignee Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Project

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Calloway Ridge Partners · 2025 partnership return Harbor Light Community Services · FY2025 nonprofit audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wayfarer Missions · Monthly accounting · September and October Wexford Diocese Schools · FY2025 agreed-upon procedures

5 tasks · 0 open · 5 complete

FiltersStatus: complete Client: Calloway Ridge Partners

Task	Client · project	Department	Due	Assignee	Status	Action
Alina Roth1 item
Organize PBCsOpen project	Calloway Ridge Partners2025 partnership return	Tax	27 Mar 20261 day after Client Info Received	Alina Roth	complete
Maren Lowe2 items
Client Info ReceivedOpen project	Calloway Ridge Partners2025 partnership return	Tax	No due date	Maren Lowe	complete
All Client PBCs ConfirmedOpen project	Calloway Ridge Partners2025 partnership return	Tax	No due date	Maren Lowe	complete
Wren Halliday2 items
Engagement Letter Signed by ClientOpen project	Calloway Ridge Partners2025 partnership return	Tax	No due date	Wren Halliday	complete
Scanning and AutoflowOpen project	Calloway Ridge Partners2025 partnership return	Tax	No due date	Wren Halliday	complete