Tasks

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

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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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Rowan Street Bakery
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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Rowan Street Bakery · Q1 2026 close and filings
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

17 tasks · 5 open · 12 complete

FiltersClient: Rowan Street BakeryProject: Rowan Street Bakery · Q1 2026 close and filings
TaskClient · projectDepartmentDueAssigneeStatusAction
Hallie Grant6 items
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS12 Feb 2026Repeats monthlyHallie Grantcomplete
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS13 Feb 2026Repeats monthlyHallie Grantcomplete
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS13 Mar 2026Repeats monthlyHallie Grantcomplete
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS17 Mar 2026Repeats monthlyHallie Grantcomplete
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyHallie Grantopen
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyHallie Grantopen
Theo Marsh9 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
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyTheo Marshopen
Wren Halliday2 items
Sales and use tax return · MarchOpen projectRowan Street BakeryQ1 2026 close and filingsCAS20 Apr 2026Repeats monthlyWren Hallidayopen
Form 941 working papersOpen projectRowan Street BakeryQ1 2026 close and filingsCAS28 Apr 2026Repeats quarterlyWren Hallidayopen