Tasks

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

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All statusesopencomplete
Assignee
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa 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 FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
Project
All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditCalloway Ridge Partners · 2025 partnership returnHarbor Light Community Services · FY2025 nonprofit auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWayfarer Missions · Monthly accounting · September and OctoberWexford Diocese Schools · FY2025 agreed-upon procedures

12 tasks · 0 open · 12 complete

FiltersDepartment: AuditStatus: complete
TaskClient · projectDepartmentDueAssigneeStatusAction
Beckett Family Foundation1 item
Prior-year file and board minutesOpen projectBeckett Family FoundationFY2025 foundation auditAudit18 Mar 2026Dana Parkcomplete
Brighton Dental Partners3 items
Acceptance and continuanceOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit19 Mar 2026Dana Parkcomplete
Independence confirmationOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Mar 2026Dana Parkcomplete
Risk identification meetingOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit25 Mar 2026Avery Morgancomplete
Harbor Light Community Services4 items
Budget/Eng. Letter/Request ListOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit30 Mar 2026Priya Shahcomplete
Planning MeetingOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit30 Mar 2026Dana Parkcomplete
Planning/Risk AssessmentOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit2 Apr 2026Dana Parkcomplete
Trial BalanceOpen projectHarbor Light Community ServicesFY2025 nonprofit auditAudit3 Apr 2026Milo Renardcomplete
Trellis Academy2 items
Uniform Guidance risk assessmentOpen projectTrellis AcademyFY2025 school auditAudit20 Feb 2026Dana Parkcomplete
Major program determinationOpen projectTrellis AcademyFY2025 school auditAudit25 Feb 2026Avery Morgancomplete
Wexford Diocese Schools2 items
Tuition receipts sampleOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit20 Mar 2026Sana Elliscomplete
Fee waiver approvalsOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit27 Mar 2026Sana Elliscomplete