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 · 3 open · 2 complete

FiltersClient: Wexford Diocese Schools

Task	Client · project	Department	Due	Assignee	Status	Action
Wexford Diocese Schools5 items
Tuition receipts sampleOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	20 Mar 2026	Sana Ellis	complete
Fee waiver approvalsOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	27 Mar 2026	Sana Ellis	complete
Draft the procedures and findingsOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	10 Apr 2026	Dana Park	open
Agree the findings with the school officesOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	15 Apr 2026	Dana Park	open
Bound report package to the dioceseOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	30 Apr 2026	Wren Halliday	open