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

49 tasks · 29 open · 20 complete

TaskClient · projectDepartmentDueAssigneeStatusAction
open29 items
Grants made and approvalsOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 Apr 2026Jonah Reyesopen
Federal award testing · Title IOpen projectTrellis AcademyFY2025 school auditAudit8 Apr 2026Jonah Reyesopen
Minimum distribution requirementOpen projectBeckett Family FoundationFY2025 foundation auditAudit9 Apr 2026Dana Parkopen
Enrolment and attendance recordsOpen projectTrellis AcademyFY2025 school auditAudit9 Apr 2026Milo Renardopen
Investment income and fair valueOpen projectBeckett Family FoundationFY2025 foundation auditAudit10 Apr 2026Sana Ellisopen
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyTheo Marshopen
Month-end entries and closeOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyHallie Grantopen
Financials to the clientOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyHallie Grantopen
Time-and-effort certificationsOpen projectTrellis AcademyFY2025 school auditAudit10 Apr 2026Dana Parkopen
Draft the procedures and findingsOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit10 Apr 2026Dana Parkopen
Participant data testingOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit12 Apr 2026Priya Shahopen
ContributionsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit13 Apr 2026Jonah Reyesopen
Cash and investmentsOpen projectTrellis AcademyFY2025 school auditAudit13 Apr 2026Priya Shahopen
Excise tax computationOpen projectBeckett Family FoundationFY2025 foundation auditAudit14 Apr 2026Jonah Reyesopen
DistributionsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit14 Apr 2026Sana Ellisopen
Investments and fair valueOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit15 Apr 2026Priya Shahopen
State grant complianceOpen projectTrellis AcademyFY2025 school auditAudit15 Apr 2026Milo Renardopen
Agree the findings with the school officesOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit15 Apr 2026Dana Parkopen
Notes to the financial statementsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit16 Apr 2026nobodyopen
Subsequent events reviewOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit20 Apr 2026Dana Parkopen
Sales and use tax return · MarchOpen projectRowan Street BakeryQ1 2026 close and filingsCAS20 Apr 2026Repeats monthlyWren Hallidayopen
Board communication draftOpen projectBeckett Family FoundationFY2025 foundation auditAudit22 Apr 2026Dana Parkopen
Management representation letterOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Apr 2026Dana Parkopen
Schedule of expenditures of federal awardsOpen projectTrellis AcademyFY2025 school auditAudit22 Apr 2026Dana Parkopen
Form 941 working papersOpen projectRowan Street BakeryQ1 2026 close and filingsCAS28 Apr 2026Repeats quarterlyWren Hallidayopen
Form 5500 filing packageOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit30 Apr 2026Wren Hallidayopen
Bound report package to the dioceseOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit30 Apr 2026Wren Hallidayopen
990-PF filing packageOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 May 2026Wren Hallidayopen
Data collection form packageOpen projectTrellis AcademyFY2025 school auditAudit8 May 2026Wren Hallidayopen
complete20 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
Uniform Guidance risk assessmentOpen projectTrellis AcademyFY2025 school auditAudit20 Feb 2026Dana Parkcomplete
Major program determinationOpen projectTrellis AcademyFY2025 school auditAudit25 Feb 2026Avery Morgancomplete
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
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
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