SST Projects & Timekeeping

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Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Project

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Calloway Ridge Partners · 2025 partnership return Harbor Light Community Services · FY2025 nonprofit audit Marisol and Dean Hartley · 2025 individual return Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wayfarer Missions · Monthly accounting · September and October Wexford Diocese Schools · FY2025 agreed-upon procedures

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Every role Partner · audit Tech review · audit Reviewer · audit Senior manager · audit Senior · audit Staff · audit Primary partner · tax Quality review · tax Senior manager · tax Manager/Supervisor · tax Bill manager · tax Preparer · tax Partner · cas Advisory · cas Supervisor · cas Senior accountant · cas Accountant · cas Administration

Billing

Billable and not Billable Non-billable

Client	Project	Day	Coded to	Task	Billing	Hours
Beckett Family Foundation3 items
Beckett Family FoundationOpen task	FY2025 foundation audit	16 Mar	Senior manager	Prior-year file and board minutesPrior-year file and board minutes	Billable	2.0
Beckett Family FoundationOpen task	FY2025 foundation audit	18 Mar	Senior manager	Prior-year file and board minutesPrior-year file and board minutes	Billable	1.5
Beckett Family Foundation	FY2025 foundation audit	8 Apr	Senior manager	No taskGrant approval exceptions with the staff	Billable	1.0
Brighton Dental Partners7 items
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	17 Mar	Senior manager	Acceptance and continuanceAcceptance and continuance	Billable	2.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	18 Mar	Senior manager	Acceptance and continuanceAcceptance and continuance	Billable	1.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	22 Mar	Senior manager	Independence confirmationIndependence confirmation	Billable	1.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	25 Mar	Senior manager	Risk identification meetingRisk identification meeting	Billable	1.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	31 Mar	Staff	ContributionsContributions · covering while Jonah was out	Billable	3.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	2 Apr	Staff	DistributionsDistributions · covering while Jonah was out	Billable	4.0
Brighton Dental Partners	FY2025 401(k) plan audit	7 Apr	Senior manager	No taskFieldwork check-in with the senior	Billable	1.0
Trellis Academy6 items
Trellis AcademyOpen task	FY2025 school audit	16 Feb	Senior manager	Uniform Guidance risk assessmentUniform Guidance risk assessment	Billable	3.0
Trellis AcademyOpen task	FY2025 school audit	18 Feb	Senior manager	Uniform Guidance risk assessmentUniform Guidance risk assessment	Billable	2.5
Trellis AcademyOpen task	FY2025 school audit	25 Feb	Senior manager	Major program determinationMajor program determination	Billable	1.5
Trellis AcademyOpen task	FY2025 school audit	6 Apr	Senior manager	Time-and-effort certificationsTime-and-effort certifications	Billable	2.5
Trellis AcademyOpen task	FY2025 school audit	7 Apr	Senior manager	Time-and-effort certificationsTime-and-effort certifications	Billable	2.0
Trellis Academy	FY2025 school audit	8 Apr	Senior manager	No taskFieldwork status with the business manager	Billable	1.5
Wexford Diocese Schools4 items
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	2 Apr	Senior manager	Fee waiver approvalsFee waiver exceptions reviewed with the staff	Billable	1.5
Wexford Diocese Schools	FY2025 agreed-upon procedures	6 Apr	Senior manager	No taskProcedures read back against the engagement letter	Billable	1.5
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	7 Apr	Senior manager	Draft the procedures and findingsFindings drafted school by school	Billable	3.0
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	8 Apr	Senior manager	Draft the procedures and findingsFindings drafted school by school	Billable	2.5

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