Tasks

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

View

List Board Calendar

Group by

Project

None Due date Client Project Department Assignee Status

Sort

Due date

Due date Client Assignee Task

Department

All departments

All departments Tax Audit CAS

Status

complete

All statuses open complete

Assignee

Any assignee

Client

All clients

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

Project

All projects

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

20 tasks · 0 open · 20 complete

FiltersStatus: complete

Beckett Family Foundation · FY2025 foundation audit

1

Prior-year file and board minutes

Beckett Family Foundation · FY2025 foundation audit

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

Brighton Dental Partners · FY2025 401(k) plan audit

3

Acceptance and continuance

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·19 Mar 2026·Dana Park·complete

Independence confirmation

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·22 Mar 2026·Dana Park·complete

Risk identification meeting

Brighton Dental Partners · FY2025 401(k) plan audit

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

Rowan Street Bakery · Q1 2026 close and filings

12

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·6 Feb 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·9 Feb 2026·Theo Marsh·complete

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·10 Feb 2026·Theo Marsh·complete

Month-end entries and close

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·12 Feb 2026·Hallie Grant·complete

Financials to the client

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·13 Feb 2026·Hallie Grant·complete

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·6 Mar 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·10 Mar 2026·Theo Marsh·complete

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·11 Mar 2026·Theo Marsh·complete

Month-end entries and close

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·13 Mar 2026·Hallie Grant·complete

Financials to the client

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·17 Mar 2026·Hallie Grant·complete

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·3 Apr 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·6 Apr 2026·Theo Marsh·complete

Trellis Academy · FY2025 school audit

2

Uniform Guidance risk assessment

Trellis Academy · FY2025 school audit

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

Major program determination

Trellis Academy · FY2025 school audit

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

Wexford Diocese Schools · FY2025 agreed-upon procedures

2

Tuition receipts sample

Wexford Diocese Schools · FY2025 agreed-upon procedures

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

Fee waiver approvals

Wexford Diocese Schools · FY2025 agreed-upon procedures

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