Tasks

Every task across every project. One person is responsible for a task; any employee may record time against it.

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Due date Client Assignee Task

Department

All departments Tax Audit CAS

Status

All statuses open complete

Assignee

Any assignee Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Project

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Calloway Ridge Partners · 2025 partnership return Harbor Light Community Services · FY2025 nonprofit audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wayfarer Missions · Monthly accounting · September and October Wexford Diocese Schools · FY2025 agreed-upon procedures

56 tasks · 0 open · 56 complete

FiltersStatus: complete

Beckett Family Foundation

Prior-year file and board minutes

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Brighton Dental Partners

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

Risk identification meeting

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Calloway Ridge Partners

Organize PBCs

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·27 Mar 2026·Alina Roth·complete

Engagement Letter Signed by Client

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Wren Halliday·complete

Client Info Received

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Maren Lowe·complete

Scanning and Autoflow

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Wren Halliday·complete

All Client PBCs Confirmed

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Maren Lowe·complete

Harbor Light Community Services

Budget/Eng. Letter/Request List

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·30 Mar 2026·Priya Shah·complete

Planning Meeting

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·30 Mar 2026·Dana Park·complete

Planning/Risk Assessment

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·2 Apr 2026·Dana Park·complete

Trial Balance

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·3 Apr 2026·Milo Renard·complete

Rowan Street Bakery

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

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

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

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

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

Trellis Academy

Uniform Guidance risk assessment

Trellis Academy · FY2025 school audit

Open project

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

Major program determination

Trellis Academy · FY2025 school audit

Open project

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