Tasks

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

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Department
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All statusesopencomplete
Assignee
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
Project
All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditCalloway Ridge Partners · 2025 partnership returnHarbor Light Community Services · FY2025 nonprofit auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWayfarer Missions · Monthly accounting · September and OctoberWexford Diocese Schools · FY2025 agreed-upon procedures

189 tasks · 189 open · 0 complete

FiltersStatus: open

Beckett Family Foundation · FY2025 foundation audit

6

Brighton Dental Partners · FY2025 401(k) plan audit

8
Contributions

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·13 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

Calloway Ridge Partners · 2025 partnership return

17
Return Preparation

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·13 Apr 2026·Alina Roth·open

Detail Review

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·3 days after Return Preparation·Maren Lowe·open

Review Comments

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·2 days after Detail Review·Alina Roth·open

Clear Review Notes

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Review Comments·Maren Lowe·open

Final Review

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·5 days after Clear Review Notes·Colin Berg·open

Final Review Comments

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·2 days after Final Review·Maren Lowe·open

Process Tax Return

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Clear Final Review Notes·Wren Halliday·open

E-File Return

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Clear Final Review Notes·Wren Halliday·open

Download Acceptance

Calloway Ridge Partners · 2025 partnership return

Open project

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

Harbor Light Community Services · FY2025 nonprofit audit

60
Internal Controls

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·10 Apr 2026·Priya Shah·open

Board Minutes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·10 Apr 2026·Priya Shah·open

Walkthroughs

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·10 Apr 2026·Jonah Reyes·open

Cash

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Cash Confirmations

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Accounts Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Notes Receivable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Investments

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Inventory

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Donated Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Prepaid Expenses

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Accounts Payable

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Accruals

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Long-term Debt

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Capital Leases

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Lease Obligations

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Deferred Revenue

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Other Liabilities

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Net Assets

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Endowments

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Revenue testing

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Income And Expenses

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Functional Allocation

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Related Parties

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Milo Renard·open

Subsequent Events

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Jonah Reyes·open

Journal Entry testing

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Manager Supervision

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Travel

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·27 Apr 2026·Priya Shah·open

Client Communications

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Perm File Development

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Priya Shah·open

Final Audit Programs

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Priya Shah·open

In-Charge/Tech Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after Senior confirms fieldwork complete·Dana Park·open

Detail Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Address Review Notes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Priya Shah·open

Clear Review Notes

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Tech Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Eirene Vasquez·open

Partner Review

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Avery Morgan·open

Corrections & Final Proof

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Priya Shah·open

Send Draft MRL to Client

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·14 days after In-Charge/Tech Review·Dana Park·open

Receive Signed MRL

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·No due date·Dana Park·open

Process Report

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Processing Check

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Partner Signature

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Avery Morgan·open

Verify Client Payment

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Deliver Report

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Rowan Street Bakery · Q1 2026 close and filings

5
Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Open project

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

Trellis Academy · FY2025 school audit

7

Wayfarer Missions · Monthly accounting · September and October

83
Close the books

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·19 Apr 2026·Owen Castille·open

Manager Overview

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Owen Castille·open

Partner Review

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Nadia Beaumont·open

Technology Support

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Owen Castille·open

Close the books

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·20 May 2026·Owen Castille·open

Manager Overview

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Jun 2026·Owen Castille·open

Partner Review

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Jun 2026·Nadia Beaumont·open

Technology Support

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Jun 2026·Owen Castille·open

Audit Liason

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 Jul 2026·Owen Castille·open

Wexford Diocese Schools · FY2025 agreed-upon procedures

3