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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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

8 tasks · 0 open · 8 complete

FiltersDepartment: AuditStatus: complete
TaskClient · projectDepartmentDueAssigneeStatusAction
Beckett Family Foundation · FY2025 foundation audit1 item
Prior-year file and board minutesOpen projectBeckett Family FoundationFY2025 foundation auditAudit18 Mar 2026Dana Parkcomplete
Brighton Dental Partners · FY2025 401(k) plan audit3 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
Trellis Academy · FY2025 school audit2 items
Uniform Guidance risk assessmentOpen projectTrellis AcademyFY2025 school auditAudit20 Feb 2026Dana Parkcomplete
Major program determinationOpen projectTrellis AcademyFY2025 school auditAudit25 Feb 2026Avery Morgancomplete
Wexford Diocese Schools · FY2025 agreed-upon procedures2 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