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 departments Tax Audit CAS

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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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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

20 tasks · 0 open · 20 complete

FiltersStatus: complete

Avery Morgan

Major program determination

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·25 Feb 2026·Avery Morgan·complete

Risk identification meeting

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·25 Mar 2026·Avery Morgan·complete

Dana Park

Uniform Guidance risk assessment

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·20 Feb 2026·Dana Park·complete

Prior-year file and board minutes

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·18 Mar 2026·Dana Park·complete

Acceptance and continuance

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·19 Mar 2026·Dana Park·complete

Independence confirmation

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·22 Mar 2026·Dana Park·complete

Hallie Grant

Month-end entries and close

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·12 Feb 2026·Hallie Grant·complete

Financials to the client

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·13 Feb 2026·Hallie Grant·complete

Month-end entries and close

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·13 Mar 2026·Hallie Grant·complete

Financials to the client

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·17 Mar 2026·Hallie Grant·complete

Sana Ellis

Tuition receipts sample

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

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

Fee waiver approvals

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

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

Theo Marsh

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·6 Feb 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·9 Feb 2026·Theo Marsh·complete

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·10 Feb 2026·Theo Marsh·complete

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·6 Mar 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·10 Mar 2026·Theo Marsh·complete

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·11 Mar 2026·Theo Marsh·complete

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·3 Apr 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·6 Apr 2026·Theo Marsh·complete