Tasks

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

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Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWexford Diocese Schools · FY2025 agreed-upon procedures

20 tasks · 0 open · 20 complete

FiltersStatus: complete
TaskClient · projectDepartmentDueAssigneeStatusAction
Audit8 items
Uniform Guidance risk assessmentOpen projectTrellis AcademyFY2025 school auditAudit20 Feb 2026Dana Parkcomplete
Major program determinationOpen projectTrellis AcademyFY2025 school auditAudit25 Feb 2026Avery Morgancomplete
Prior-year file and board minutesOpen projectBeckett Family FoundationFY2025 foundation auditAudit18 Mar 2026Dana Parkcomplete
Acceptance and continuanceOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit19 Mar 2026Dana Parkcomplete
Tuition receipts sampleOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit20 Mar 2026Sana Elliscomplete
Independence confirmationOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Mar 2026Dana Parkcomplete
Risk identification meetingOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit25 Mar 2026Avery Morgancomplete
Fee waiver approvalsOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit27 Mar 2026Sana Elliscomplete
CAS12 items
Bank reconciliationsOpen projectRowan Street BakeryQ1 2026 close and filingsCAS6 Feb 2026Repeats weeklyTheo Marshcomplete
Transaction codingOpen projectRowan Street BakeryQ1 2026 close and filingsCAS9 Feb 2026Repeats weeklyTheo Marshcomplete
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Feb 2026Repeats monthlyTheo Marshcomplete
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS12 Feb 2026Repeats monthlyHallie Grantcomplete
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS13 Feb 2026Repeats monthlyHallie Grantcomplete
Bank reconciliationsOpen projectRowan Street BakeryQ1 2026 close and filingsCAS6 Mar 2026Repeats weeklyTheo Marshcomplete
Transaction codingOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Mar 2026Repeats weeklyTheo Marshcomplete
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS11 Mar 2026Repeats monthlyTheo Marshcomplete
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS13 Mar 2026Repeats monthlyHallie Grantcomplete
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS17 Mar 2026Repeats monthlyHallie Grantcomplete
Bank reconciliationsOpen projectRowan Street BakeryQ1 2026 close and filingsCAS3 Apr 2026Repeats weeklyTheo Marshcomplete
Transaction codingOpen projectRowan Street BakeryQ1 2026 close and filingsCAS6 Apr 2026Repeats weeklyTheo Marshcomplete