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 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

49 tasks · 29 open · 20 complete

Overdue

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

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

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

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

Tuition receipts sample

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

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

Fee waiver approvals

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

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

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

Later · April 2026

Subsequent events review

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·20 Apr 2026·Dana Park·open

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

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

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

Today · Thursday 9 April

Minimum distribution requirement

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Enrolment and attendance records

Trellis Academy · FY2025 school audit

Open project

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

Tomorrow · Friday 10 April

Investment income and fair value

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Open project

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

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

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

Sunday 12 April

Participant data testing

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Next week · from Monday 13 April

Contributions

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Cash and investments

Trellis Academy · FY2025 school audit

Open project

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

Excise tax computation

Beckett Family Foundation · FY2025 foundation audit

Open project

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

Distributions

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

State grant compliance

Trellis Academy · FY2025 school audit

Open project

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

Notes to the financial statements

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

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

Later · May 2026

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