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

29 tasks · 29 open · 0 complete

FiltersStatus: open

nobody

Notes to the financial statements

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Dana Park

Minimum distribution requirement

Beckett Family Foundation · FY2025 foundation audit

Open project

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

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

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

Hallie Grant

Month-end entries and close

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·10 Apr 2026·Hallie Grant·open

Financials to the client

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·10 Apr 2026·Hallie Grant·open

Jonah Reyes

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

Contributions

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Excise tax computation

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Milo Renard

Enrolment and attendance records

Trellis Academy · FY2025 school audit

Open project

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

State grant compliance

Trellis Academy · FY2025 school audit

Open project

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

Priya Shah

Participant data testing

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Cash and investments

Trellis Academy · FY2025 school audit

Open project

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

Sana Ellis

Investment income and fair value

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Distributions

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Theo Marsh

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·10 Apr 2026·Theo Marsh·open

Wren Halliday

Sales and use tax return · March

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·20 Apr 2026·Wren Halliday·open

Form 941 working papers

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·28 Apr 2026·Wren Halliday·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