Time
Hours land on a client first, then on the role that prices them. The role the hour is coded to decides whether it can reach an invoice. An entry the system proposed waits for its hours.
Employee
Week
Client
Project
All projects
All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditMarisol and Dean Hartley · 2025 individual returnRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWexford Diocese Schools · FY2025 agreed-upon procedures
Task
All tasks
All tasks990-PF filing package · Beckett Family Foundation · FY2025 foundation auditAcceptance and continuance · Brighton Dental Partners · FY2025 401(k) plan auditAgree the findings with the school offices · Wexford Diocese Schools · FY2025 agreed-upon proceduresBank reconciliations · Rowan Street Bakery · Q1 2026 close and filingsBank reconciliations · Rowan Street Bakery · Q1 2026 close and filingsBank reconciliations · Rowan Street Bakery · Q1 2026 close and filingsBoard communication draft · Beckett Family Foundation · FY2025 foundation auditBound report package to the diocese · Wexford Diocese Schools · FY2025 agreed-upon proceduresCash and investments · Trellis Academy · FY2025 school auditContributions · Brighton Dental Partners · FY2025 401(k) plan auditData collection form package · Trellis Academy · FY2025 school auditDistributions · Brighton Dental Partners · FY2025 401(k) plan auditDraft the procedures and findings · Wexford Diocese Schools · FY2025 agreed-upon proceduresEnrolment and attendance records · Trellis Academy · FY2025 school auditExcise tax computation · Beckett Family Foundation · FY2025 foundation auditFederal award testing · Title I · Trellis Academy · FY2025 school auditFee waiver approvals · Wexford Diocese Schools · FY2025 agreed-upon proceduresFinancials to the client · Rowan Street Bakery · Q1 2026 close and filingsFinancials to the client · Rowan Street Bakery · Q1 2026 close and filingsFinancials to the client · Rowan Street Bakery · Q1 2026 close and filingsForm 5500 filing package · Brighton Dental Partners · FY2025 401(k) plan auditForm 941 working papers · Rowan Street Bakery · Q1 2026 close and filingsGrants made and approvals · Beckett Family Foundation · FY2025 foundation auditIndependence confirmation · Brighton Dental Partners · FY2025 401(k) plan auditInvestment income and fair value · Beckett Family Foundation · FY2025 foundation auditInvestments and fair value · Brighton Dental Partners · FY2025 401(k) plan auditMajor program determination · Trellis Academy · FY2025 school auditManagement representation letter · Brighton Dental Partners · FY2025 401(k) plan auditMinimum distribution requirement · Beckett Family Foundation · FY2025 foundation auditMonth-end entries and close · Rowan Street Bakery · Q1 2026 close and filingsMonth-end entries and close · Rowan Street Bakery · Q1 2026 close and filingsMonth-end entries and close · Rowan Street Bakery · Q1 2026 close and filingsNotes to the financial statements · Brighton Dental Partners · FY2025 401(k) plan auditParticipant data testing · Brighton Dental Partners · FY2025 401(k) plan auditPayroll journal · Rowan Street Bakery · Q1 2026 close and filingsPayroll journal · Rowan Street Bakery · Q1 2026 close and filingsPayroll journal · Rowan Street Bakery · Q1 2026 close and filingsPrior-year file and board minutes · Beckett Family Foundation · FY2025 foundation auditRisk identification meeting · Brighton Dental Partners · FY2025 401(k) plan auditSales and use tax return · March · Rowan Street Bakery · Q1 2026 close and filingsSchedule of expenditures of federal awards · Trellis Academy · FY2025 school auditState grant compliance · Trellis Academy · FY2025 school auditSubsequent events review · Brighton Dental Partners · FY2025 401(k) plan auditTime-and-effort certifications · Trellis Academy · FY2025 school auditTransaction coding · Rowan Street Bakery · Q1 2026 close and filingsTransaction coding · Rowan Street Bakery · Q1 2026 close and filingsTransaction coding · Rowan Street Bakery · Q1 2026 close and filingsTuition receipts sample · Wexford Diocese Schools · FY2025 agreed-upon proceduresUniform Guidance risk assessment · Trellis Academy · FY2025 school audit
Coded to
Billing
Billable and not
Every week · 262.0 h · 252.5 h billable · 107 entries
| Client | Project | Day | Coded to | Task | Billing | Hours | Action |
|---|---|---|---|---|---|---|---|
Alina Roth8 items | |||||||
| Marisol and Dean Hartley | 2025 individual return | 19 Mar | Preparer | No taskBank and credit card reconciliations | Billable | 2.5 | |
| Marisol and Dean Hartley | 2025 individual return | 24 Mar | Preparer | No taskAdjusting journal entries | Billable | 2.0 | |
| Marisol and Dean Hartley | 2025 individual return | 27 Mar | Preparer | No taskTrial balance agreed | Billable | 1.5 | |
| Marisol and Dean Hartley | 2025 individual return | 30 Mar | Preparer | No taskFederal 1040 prepared | Billable | 3.0 | |
| Marisol and Dean Hartley | 2025 individual return | 31 Mar | Preparer | No taskPA-40 prepared from the federal | Billable | 1.5 | |
| Marisol and Dean Hartley | 2025 individual return | 1 Apr | Preparer | No taskNJ-1040 prepared from the federal | Billable | 1.5 | |
| Marisol and Dean Hartley | 2025 individual return | 6 Apr | Preparer | No taskSchedule E rental detail | Billable | 2.0 | |
| Marisol and Dean Hartley | 2025 individual return | 7 Apr | Preparer | No taskReturn assembled for review | Billable | 1.0 | |
Avery Morgan3 items | |||||||
| Trellis AcademyOpen task | FY2025 school audit | 24 Feb | Partner | Major program determinationMajor program determination | Billable | 1.5 | |
| Wexford Diocese Schools | FY2025 agreed-upon procedures | 5 Mar | Partner | No taskProcedures agreed with the finance office | Billable | 1.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 25 Mar | Partner | Risk identification meetingRisk identification meeting | Billable | 1.5 | |
Colin Berg4 items | |||||||
| Marisol and Dean Hartley | 2025 individual return | 26 Mar | Preparer | No taskBrokerage statements · covering while the preparer was out | Billable | 1.5 | |
| Marisol and Dean Hartley | 2025 individual return | 2 Apr | Senior manager | No taskOpen items with the preparer | Billable | 0.5 | |
| Marisol and Dean Hartley | 2025 individual return | 8 Apr | Senior manager | No taskDetail review · federal | Billable | 2.0 | |
| Marisol and Dean Hartley | 2025 individual return | 9 Apr | Senior manager | No taskDetail review · both states | Billable | 1.5 | |
Dana Park20 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 | |
| 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 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 17 Mar | Senior manager | Acceptance and continuanceAcceptance and continuance | 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 | |
| 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 | |
| Wexford Diocese SchoolsOpen task | FY2025 agreed-upon procedures | 2 Apr | Senior manager | Fee waiver approvalsFee waiver exceptions reviewed with the staff | Billable | 1.5 | |
| Trellis AcademyOpen task | FY2025 school audit | 6 Apr | Senior manager | Time-and-effort certificationsTime-and-effort certifications | Billable | 2.5 | |
| Wexford Diocese Schools | FY2025 agreed-upon procedures | 6 Apr | Senior manager | No taskProcedures read back against the engagement letter | Billable | 1.5 | |
| Brighton Dental Partners | FY2025 401(k) plan audit | 7 Apr | Senior manager | No taskFieldwork check-in with the senior | Billable | 1.0 | |
| Trellis AcademyOpen task | FY2025 school audit | 7 Apr | Senior manager | Time-and-effort certificationsTime-and-effort certifications | Billable | 2.0 | |
| Wexford Diocese SchoolsOpen task | FY2025 agreed-upon procedures | 7 Apr | Senior manager | Draft the procedures and findingsFindings drafted school by school | Billable | 3.0 | |
| Beckett Family Foundation | FY2025 foundation audit | 8 Apr | Senior manager | No taskGrant approval exceptions with the staff | Billable | 1.0 | |
| Trellis Academy | FY2025 school audit | 8 Apr | Senior manager | No taskFieldwork status with the business manager | Billable | 1.5 | |
| Wexford Diocese SchoolsOpen task | FY2025 agreed-upon procedures | 8 Apr | Senior manager | Draft the procedures and findingsFindings drafted school by school | Billable | 2.5 | |
Hallie Grant7 items | |||||||
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 11 Feb | Senior accountant | Month-end entries and closeMonth-end entries | Billable | 2.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 12 Feb | Senior accountant | Financials to the clientClose review and financials | Billable | 2.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 13 Mar | Senior accountant | Month-end entries and closeMonth-end entries | Billable | 3.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 16 Mar | Accountant | Month-end entries and closeMerchant account reconciliation · covering while Theo was out | Billable | 2.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 7 Apr | Senior accountant | Payroll journalPayroll journal review | Billable | 1.0 | |
| SST — internalno project · the row shows this client's hours | No project | 7 Apr | — | No taskOne-on-one with the supervisor | Non-billable | 0.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 8 Apr | Senior accountant | Month-end entries and closeMonth-end entries | Billable | 2.5 | |
Jonah Reyes13 items | |||||||
| Brighton Dental Partners | FY2025 401(k) plan audit | 22 Mar | Staff | No taskPrior-year file review | Billable | 2.5 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 24 Mar | Staff | Grants made and approvalsGrants made and approvals | Billable | 4.0 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 26 Mar | Staff | Grants made and approvalsGrants made and approvals | Billable | 5.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 30 Mar | Staff | ContributionsContributions | Billable | 6.0 | |
| Trellis AcademyOpen task | FY2025 school audit | 30 Mar | Staff | Federal award testing · Title ITitle I expenditure testing | Billable | 5.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 31 Mar | Staff | ContributionsContributions | Billable | 5.5 | |
| Trellis AcademyOpen task | FY2025 school audit | 31 Mar | Staff | Federal award testing · Title ITitle I expenditure testing | Billable | 6.0 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 2 Apr | Staff | Grants made and approvalsGrants made and approvals | Billable | 3.5 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 6 Apr | Staff | ContributionsContributions | Billable | 3.5 | |
| Trellis AcademyOpen task | FY2025 school audit | 6 Apr | Staff | Federal award testing · Title ITitle I expenditure testing | Billable | 4.0 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 7 Apr | Staff | Grants made and approvalsGrants made and approvals | Billable | 4.0 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 8 Apr | Staff | Grants made and approvalsGrants made and approvals | Billable | 3.0 | |
| Trellis AcademyOpen task | FY2025 school audit | 8 Apr | Staff | Federal award testing · Title ITitle I expenditure testing | Billable | 5.0 | |
Milo Renard4 items | |||||||
| Trellis AcademyOpen task | FY2025 school audit | 1 Apr | Staff | Enrolment and attendance recordsEnrolment records | Billable | 4.5 | |
| Trellis AcademyOpen task | FY2025 school audit | 2 Apr | Staff | Enrolment and attendance recordsEnrolment records | Billable | 5.0 | |
| Trellis AcademyOpen task | FY2025 school audit | 7 Apr | Staff | Enrolment and attendance recordsEnrolment records | Billable | 5.5 | |
| Trellis AcademyOpen task | FY2025 school audit | 9 Apr | Staff | Enrolment and attendance recordsEnrolment records | Billable | 3.0 | |
Owen Castille3 items | |||||||
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 17 Mar | Supervisor | Financials to the clientClose review with the client | Billable | 1.5 | |
| SST — internalno project · the row shows this client's hours | No project | 8 Apr | — | No taskFirm-wide staff meeting | Non-billable | 1.0 | |
| Rowan Street Bakery | Q1 2026 close and filings | 9 Apr | Supervisor | No taskOpen items with the senior | Billable | 1.0 | |
Priya Shah10 items | |||||||
| Trellis Academy | FY2025 school audit | 20 Feb | Senior | No taskPrior-year reporting package read | Billable | 2.0 | |
| Brighton Dental Partners | FY2025 401(k) plan audit | 19 Mar | Senior | No taskPlanning analytics | Billable | 3.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 25 Mar | Senior | Risk identification meetingRisk identification meeting | Billable | 1.5 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 29 Mar | Senior | Participant data testingParticipant data testing | Billable | 4.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 30 Mar | Senior | Participant data testingParticipant data testing | Billable | 3.5 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 1 Apr | Senior | Investments and fair valueInvestments and fair value | Billable | 2.0 | |
| Trellis AcademyOpen task | FY2025 school audit | 3 Apr | Senior | Cash and investmentsCash and investments | Billable | 3.5 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 5 Apr | Senior | Investments and fair valueInvestments and fair value | Billable | 3.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 7 Apr | Senior | Participant data testingParticipant data testing | Billable | 2.5 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 8 Apr | Senior | Investments and fair valueInvestments and fair value | Billable | 3.0 | |
Sana Ellis12 items | |||||||
| Wexford Diocese Schools | FY2025 agreed-upon procedures | 2 Mar | Staff | No taskEngagement letter procedures agreed | Billable | 2.0 | |
| Wexford Diocese SchoolsOpen task | FY2025 agreed-upon procedures | 11 Mar | Staff | Tuition receipts sampleTuition receipts sample | Billable | 4.5 | |
| Wexford Diocese SchoolsOpen task | FY2025 agreed-upon procedures | 18 Mar | Staff | Tuition receipts sampleTuition receipts sample | Billable | 5.0 | |
| Wexford Diocese SchoolsOpen task | FY2025 agreed-upon procedures | 25 Mar | Staff | Fee waiver approvalsFee waiver approvals | Billable | 4.0 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 31 Mar | Staff | Investment income and fair valueInvestment income and fair value | Billable | 4.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 1 Apr | Staff | DistributionsDistributions | Billable | 4.0 | |
| Wexford Diocese SchoolsOpen task | FY2025 agreed-upon procedures | 1 Apr | Staff | Fee waiver approvalsFee waiver approvals · on site at two schools | Billable | 6.0 | |
| Wexford Diocese Schools | FY2025 agreed-upon procedures | 3 Apr | Staff | No taskWorking papers tidied and cross-referenced | Billable | 2.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 5 Apr | Staff | DistributionsDistributions | Billable | 5.0 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 6 Apr | Staff | Investment income and fair valueInvestment income and fair value | Billable | 4.5 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 8 Apr | Staff | DistributionsDistributions | Billable | 2.0 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 9 Apr | Staff | Investment income and fair valueInvestment income and fair value | Billable | 2.5 | |
Theo Marsh11 items | |||||||
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 3 Feb | Accountant | Bank reconciliationsBank reconciliations · week 1 | Billable | 2.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 6 Feb | Accountant | Bank reconciliationsBank reconciliations · week 2 | Billable | 1.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 9 Feb | Accountant | Transaction codingTransaction coding | Billable | 3.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 10 Feb | Accountant | Payroll journalPayroll journal | Billable | 1.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 3 Mar | Accountant | Bank reconciliationsBank reconciliations · week 1 | Billable | 2.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 6 Mar | Accountant | Bank reconciliationsBank reconciliations · week 2 | Billable | 2.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 10 Mar | Accountant | Transaction codingTransaction coding | Billable | 3.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 11 Mar | Accountant | Payroll journalPayroll journal | Billable | 1.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 31 Mar | Accountant | Bank reconciliationsBank reconciliations · week 1 | Billable | 2.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 3 Apr | Accountant | Bank reconciliationsBank reconciliations · week 2 | Billable | 1.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 6 Apr | Accountant | Transaction codingTransaction coding | Billable | 3.0 | |
Wren Halliday12 items | |||||||
| Rowan Street Bakery | Q1 2026 close and filings | 12 Feb | Administration | No taskFinancials packaged and sent | Non-billable | 0.5 | |
| Trellis Academy | FY2025 school audit | 27 Feb | Administration | No taskEngagement setup and confirmations | Non-billable | 1.0 | |
| Marisol and Dean Hartley | 2025 individual return | 2 Mar | Administration | No taskEngagement letter out | Non-billable | 0.5 | |
| Marisol and Dean Hartley | 2025 individual return | 4 Mar | Administration | No taskEngagement letter back and filed | Non-billable | 0.5 | |
| Marisol and Dean Hartley | 2025 individual return | 9 Mar | Administration | No taskOrganizer sent to the client | Non-billable | 0.5 | |
| Marisol and Dean Hartley | 2025 individual return | 18 Mar | Administration | No taskDocuments logged against the checklist | Non-billable | 1.0 | |
| Rowan Street Bakery | Q1 2026 close and filings | 18 Mar | Administration | No taskFinancials packaged and sent | Non-billable | 0.5 | |
| Beckett Family Foundation | FY2025 foundation audit | 20 Mar | Administration | No taskEngagement setup and confirmations | Non-billable | 0.5 | |
| Brighton Dental Partners | FY2025 401(k) plan audit | 26 Mar | Administration | No taskEngagement setup and confirmations | Non-billable | 1.0 | |
| Brighton Dental Partners | FY2025 401(k) plan audit | 9 Apr | Administration | No taskConfirmation letters out | Non-billable | 0.5 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 9 Apr | Administration | Sales and use tax return · MarchSales tax working papers | Non-billable | 1.0 | |
| Wexford Diocese Schools | FY2025 agreed-upon procedures | 9 Apr | Administration | No taskBound report stock ordered for four schools | Non-billable | 0.5 | |
