Tasks
Every task across every project. One person is responsible for a task; any employee may record time against it.
Department
Status
Assignee
Client
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
60 tasks · 60 open · 0 complete
| Task | Client · project | Department | Due | Assignee | Status | Action |
|---|---|---|---|---|---|---|
Avery Morgan2 items | ||||||
| Partner ReviewOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after In-Charge/Tech Review | Avery Morgan | open | |
| Partner SignatureOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Avery Morgan | open | |
Dana Park6 items | ||||||
| In-Charge/Tech ReviewOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after Senior confirms fieldwork complete | Dana Park | open | |
| Detail ReviewOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after In-Charge/Tech Review | Dana Park | open | |
| Clear Review NotesOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after In-Charge/Tech Review | Dana Park | open | |
| Send Draft MRL to ClientOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after In-Charge/Tech Review | Dana Park | open | |
| Receive Signed MRLOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | No due date | Dana Park | open | |
| Sr. Manager Confirmation of Binder FinalizationOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 45 days after Deliver Report | Dana Park | open | |
Eirene Vasquez1 item | ||||||
| Tech ReviewOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after In-Charge/Tech Review | Eirene Vasquez | open | |
Jonah Reyes7 items | ||||||
| WalkthroughsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 10 Apr 2026 | Jonah Reyes | open | |
| Accounts ReceivableOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Jonah Reyes | open | |
| Prepaid ExpensesOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Jonah Reyes | open | |
| AccrualsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Jonah Reyes | open | |
| EndowmentsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Jonah Reyes | open | |
| Functional AllocationOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Jonah Reyes | open | |
| Subsequent EventsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Jonah Reyes | open | |
Milo Renard6 items | ||||||
| Notes ReceivableOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Milo Renard | open | |
| Other Liabilities/AssetsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Milo Renard | open | |
| Capital LeasesOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Milo Renard | open | |
| Revenue testingOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Milo Renard | open | |
| Related PartiesOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Milo Renard | open | |
| Ready Binder for FinalizationOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 45 days after Deliver Report | Milo Renard | open | |
Priya Shah33 items | ||||||
| Internal ControlsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 10 Apr 2026 | Priya Shah | open | |
| Board MinutesOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 10 Apr 2026 | Priya Shah | open | |
| CashOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Cash ConfirmationsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Contributions ReceivableOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| InvestmentsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| InventoryOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Property, Plant & EquipmentOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Donated AssetsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Accounts PayableOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Long-term DebtOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Lease ObligationsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Deferred RevenueOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Other LiabilitiesOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Net AssetsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Designated/Temp Rest. Net AssetsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Income And ExpensesOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Journal Entry testingOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Manager SupervisionOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| TravelOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Senior confirms fieldwork completeOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 27 Apr 2026 | Priya Shah | open | |
| Client CommunicationsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | No due date | Priya Shah | open | |
| Perm File DevelopmentOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | No due date | Priya Shah | open | |
| Review Prior Auditor's w/p'sOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | No due date | Priya Shah | open | |
| Beginning Balance TestingOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | No due date | Priya Shah | open | |
| Report Preparation/Disclosure ChecklistOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after Senior confirms fieldwork complete | Priya Shah | open | |
| Final Analytics and CorrespondenceOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after Senior confirms fieldwork complete | Priya Shah | open | |
| Final Audit ProgramsOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after Senior confirms fieldwork complete | Priya Shah | open | |
| Address Review NotesOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after In-Charge/Tech Review | Priya Shah | open | |
| Corrections & Final ProofOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 14 days after In-Charge/Tech Review | Priya Shah | open | |
| Confirm Notes are Cleared and Sign-Offs CompletedOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 45 days after Deliver Report | Priya Shah | open | |
| Out of Scope: Work not part of original audit, additional leases, accounts, etc.Open project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | No due date | Priya Shah | open | |
| Over Budget: redo workpapers, wrong support given, client delaysOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | No due date | Priya Shah | open | |
Wren Halliday5 items | ||||||
| Process ReportOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Wren Halliday | open | |
| Processing CheckOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Wren Halliday | open | |
| Verify Client PaymentOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Wren Halliday | open | |
| Deliver ReportOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Wren Halliday | open | |
| Finalize and Roll Binder ForwardOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 60 days after Deliver Report | Wren Halliday | open | |
