Tasks

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

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Due date Client Assignee Task

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

84 tasks · 84 open · 0 complete

FiltersDepartment: Audit Status: open

open

Grants made and approvals

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·8 Apr 2026·Jonah Reyes·open

Federal award testing · Title I

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·8 Apr 2026·Jonah Reyes·open

Minimum distribution requirement

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·9 Apr 2026·Dana Park·open

Enrolment and attendance records

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·9 Apr 2026·Milo Renard·open

Investment income and fair value

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·10 Apr 2026·Sana Ellis·open

Internal Controls

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·10 Apr 2026·Priya Shah·open

Board Minutes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·10 Apr 2026·Priya Shah·open

Walkthroughs

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·10 Apr 2026·Jonah Reyes·open

Time-and-effort certifications

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·10 Apr 2026·Dana Park·open

Draft the procedures and findings

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

Wexford Diocese Schools·Audit·10 Apr 2026·Dana Park·open

Participant data testing

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·12 Apr 2026·Priya Shah·open

Contributions

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·13 Apr 2026·Jonah Reyes·open

Cash and investments

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·13 Apr 2026·Priya Shah·open

Excise tax computation

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·14 Apr 2026·Jonah Reyes·open

Distributions

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·14 Apr 2026·Sana Ellis·open

Investments and fair value

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·15 Apr 2026·Priya Shah·open

State grant compliance

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·15 Apr 2026·Milo Renard·open

Agree the findings with the school offices

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

Wexford Diocese Schools·Audit·15 Apr 2026·Dana Park·open

Notes to the financial statements

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·16 Apr 2026·nobody·open

Subsequent events review

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·20 Apr 2026·Dana Park·open

Board communication draft

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·22 Apr 2026·Dana Park·open

Management representation letter

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·22 Apr 2026·Dana Park·open

Schedule of expenditures of federal awards

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·22 Apr 2026·Dana Park·open

Cash

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Cash Confirmations

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Accounts Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Contributions Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Notes Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Investments

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Inventory

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Property, Plant & Equipment

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Donated Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Prepaid Expenses

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Other Liabilities/Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Accounts Payable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Accruals

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Long-term Debt

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Capital Leases

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Lease Obligations

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Deferred Revenue

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Other Liabilities

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Net Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Designated/Temp Rest. Net Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Endowments

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Revenue testing

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Income And Expenses

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Functional Allocation

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Related Parties

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Subsequent Events

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Journal Entry testing

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Manager Supervision

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Travel

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Senior confirms fieldwork complete

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Form 5500 filing package

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·30 Apr 2026·Wren Halliday·open

Bound report package to the diocese

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

Wexford Diocese Schools·Audit·30 Apr 2026·Wren Halliday·open

990-PF filing package

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·8 May 2026·Wren Halliday·open

Data collection form package

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·8 May 2026·Wren Halliday·open

Client Communications

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Perm File Development

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Review Prior Auditor's w/p's

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Beginning Balance Testing

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Report Preparation/Disclosure Checklist

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Priya Shah·open

Final Analytics and Correspondence

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Priya Shah·open

Final Audit Programs

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Priya Shah·open

In-Charge/Tech Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Dana Park·open

Detail Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Address Review Notes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Priya Shah·open

Clear Review Notes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Tech Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Eirene Vasquez·open

Partner Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Avery Morgan·open

Corrections & Final Proof

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Priya Shah·open

Send Draft MRL to Client

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Receive Signed MRL

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Dana Park·open

Process Report

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Processing Check

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Partner Signature

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Avery Morgan·open

Verify Client Payment

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Deliver Report

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Ready Binder for Finalization

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·45 days after Deliver Report·Milo Renard·open

Confirm Notes are Cleared and Sign-Offs Completed

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·45 days after Deliver Report·Priya Shah·open

Sr. Manager Confirmation of Binder Finalization

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·45 days after Deliver Report·Dana Park·open

Finalize and Roll Binder Forward

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·60 days after Deliver Report·Wren Halliday·open

Out of Scope: Work not part of original audit, additional leases, accounts, etc.

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Over Budget: redo workpapers, wrong support given, client delays

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

complete

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Tasks

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