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

open

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

29 tasks · 29 open · 0 complete

FiltersStatus: open

Beckett Family Foundation · FY2025 foundation audit

6

Grants made and approvals

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·8 Apr 2026·Jonah Reyes·open

Minimum distribution requirement

Beckett Family Foundation · FY2025 foundation audit

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

Investment income and fair value

Beckett Family Foundation · FY2025 foundation audit

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

Excise tax computation

Beckett Family Foundation · FY2025 foundation audit

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

Board communication draft

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·22 Apr 2026·Dana Park·open

990-PF filing package

Beckett Family Foundation · FY2025 foundation audit

Beckett Family Foundation·Audit·8 May 2026·Wren Halliday·open

Brighton Dental Partners · FY2025 401(k) plan audit

8

Participant data testing

Brighton Dental Partners · FY2025 401(k) plan audit

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

Brighton Dental Partners · FY2025 401(k) plan audit

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

Brighton Dental Partners · FY2025 401(k) plan audit

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

Investments and fair value

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·15 Apr 2026·Priya Shah·open

Notes to the financial statements

Brighton Dental Partners · FY2025 401(k) plan audit

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

Subsequent events review

Brighton Dental Partners · FY2025 401(k) plan audit

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

Management representation letter

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·22 Apr 2026·Dana Park·open

Form 5500 filing package

Brighton Dental Partners · FY2025 401(k) plan audit

Brighton Dental Partners·Audit·30 Apr 2026·Wren Halliday·open

Rowan Street Bakery · Q1 2026 close and filings

5

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

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

Month-end entries and close

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·10 Apr 2026·Hallie Grant·open

Financials to the client

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·10 Apr 2026·Hallie Grant·open

Sales and use tax return · March

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·20 Apr 2026·Wren Halliday·open

Form 941 working papers

Rowan Street Bakery · Q1 2026 close and filings

Rowan Street Bakery·CAS·28 Apr 2026·Wren Halliday·open

Trellis Academy · FY2025 school audit

7

Federal award testing · Title I

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·8 Apr 2026·Jonah Reyes·open

Enrolment and attendance records

Trellis Academy · FY2025 school audit

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

Time-and-effort certifications

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·10 Apr 2026·Dana Park·open

Cash and investments

Trellis Academy · FY2025 school audit

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

State grant compliance

Trellis Academy · FY2025 school audit

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

Schedule of expenditures of federal awards

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·22 Apr 2026·Dana Park·open

Data collection form package

Trellis Academy · FY2025 school audit

Trellis Academy·Audit·8 May 2026·Wren Halliday·open

Wexford Diocese Schools · FY2025 agreed-upon procedures

3

Draft the procedures and findings

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·10 Apr 2026·Dana Park·open

Agree the findings with the school offices

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·15 Apr 2026·Dana Park·open

Bound report package to the diocese

Wexford Diocese Schools · FY2025 agreed-upon procedures

Wexford Diocese Schools·Audit·30 Apr 2026·Wren Halliday·open