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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

Task	Client · project	Department	Due	Assignee	Status	Action
Wexford Diocese Schools5 items
Tuition receipts sampleOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	20 Mar 2026	Sana Ellis	complete
Fee waiver approvalsOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	27 Mar 2026	Sana Ellis	complete
Draft the procedures and findingsOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	10 Apr 2026	Dana Park	open
Agree the findings with the school officesOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	15 Apr 2026	Dana Park	open
Bound report package to the dioceseOpen project	Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	30 Apr 2026	Wren Halliday	open