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All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

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Wexford Diocese Schools · FY2025 agreed-upon procedures

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

5 tasks · 3 open · 2 complete

FiltersProject: Wexford Diocese Schools · FY2025 agreed-upon procedures

Dana Park

2

Draft the procedures and findings

Wexford Diocese Schools · FY2025 agreed-upon procedures

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

Agree the findings with the school offices

Wexford Diocese Schools · FY2025 agreed-upon procedures

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

Sana Ellis

2

Tuition receipts sample

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·20 Mar 2026·Sana Ellis·complete

Fee waiver approvals

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·27 Mar 2026·Sana Ellis·complete

Wren Halliday

1

Bound report package to the diocese

Wexford Diocese Schools · FY2025 agreed-upon procedures

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