| Client | Project | Day | Coded to | Task | Billing | Hours | Action |
|---|---|---|---|---|---|---|---|
No project2 items | |||||||
| 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 | |
| SST — internalno project · the row shows this client's hours | No project | 8 Apr | — | No taskFirm-wide staff meeting | Non-billable | 1.0 | |
Beckett Family Foundation · FY2025 foundation audit5 items | |||||||
| Beckett Family FoundationOpen task | FY2025 foundation audit | 6 Apr | Staff | Investment income and fair valueInvestment income and fair value | Billable | 4.5 | |
| 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 | |
| Beckett Family Foundation | FY2025 foundation audit | 8 Apr | Senior manager | No taskGrant approval exceptions with the staff | Billable | 1.0 | |
| Beckett Family FoundationOpen task | FY2025 foundation audit | 9 Apr | Staff | Investment income and fair valueInvestment income and fair value | Billable | 2.5 | |
Brighton Dental Partners · FY2025 401(k) plan audit6 items | |||||||
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 6 Apr | Staff | ContributionsContributions | Billable | 3.5 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 7 Apr | Senior | Participant data testingParticipant data testing | Billable | 2.5 | |
| Brighton Dental Partners | FY2025 401(k) plan audit | 7 Apr | Senior manager | No taskFieldwork check-in with the senior | Billable | 1.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 8 Apr | Senior | Investments and fair valueInvestments and fair value | Billable | 3.0 | |
| Brighton Dental PartnersOpen task | FY2025 401(k) plan audit | 8 Apr | Staff | DistributionsDistributions | Billable | 2.0 | |
| Brighton Dental Partners | FY2025 401(k) plan audit | 9 Apr | Administration | No taskConfirmation letters out | Non-billable | 0.5 | |
Marisol and Dean Hartley · 2025 individual return4 items | |||||||
| 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 | |
| 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 | |
Rowan Street Bakery · Q1 2026 close and filings5 items | |||||||
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 6 Apr | Accountant | Transaction codingTransaction coding | Billable | 3.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 7 Apr | Senior accountant | Payroll journalPayroll journal review | Billable | 1.0 | |
| Rowan Street BakeryOpen task | Q1 2026 close and filings | 8 Apr | Senior accountant | Month-end entries and closeMonth-end entries | Billable | 2.5 | |
| Rowan Street Bakery | Q1 2026 close and filings | 9 Apr | Supervisor | No taskOpen items with the senior | Billable | 1.0 | |
| 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 | |
Trellis Academy · FY2025 school audit7 items | |||||||
| 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 | 6 Apr | Staff | Federal award testing · Title ITitle I expenditure testing | Billable | 4.0 | |
| Trellis AcademyOpen task | FY2025 school audit | 7 Apr | Senior manager | Time-and-effort certificationsTime-and-effort certifications | Billable | 2.0 | |
| Trellis AcademyOpen task | FY2025 school audit | 7 Apr | Staff | Enrolment and attendance recordsEnrolment records | Billable | 5.5 | |
| Trellis Academy | FY2025 school audit | 8 Apr | Senior manager | No taskFieldwork status with the business manager | Billable | 1.5 | |
| Trellis AcademyOpen task | FY2025 school audit | 8 Apr | Staff | Federal award testing · Title ITitle I expenditure testing | Billable | 5.0 | |
| Trellis AcademyOpen task | FY2025 school audit | 9 Apr | Staff | Enrolment and attendance recordsEnrolment records | Billable | 3.0 | |
Wexford Diocese Schools · FY2025 agreed-upon procedures4 items | |||||||
| 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 | |
| Wexford Diocese Schools | FY2025 agreed-upon procedures | 9 Apr | Administration | No taskBound report stock ordered for four schools | Non-billable | 0.5 | |
Projects & TimekeepingDana Park · Audit · Administrator
Notifications
3 unread
- Task assigned to youUnreadSubsequent events reviewBrighton Dental Partners · FY2025 401(k) plan audit
- Mentioned in a commentUnreadAvery Morgan mentioned youBrighton Dental Partners · FY2025 401(k) plan audit
- Form due dateUnreadNJ-1040 · due 15 Apr 2026Marisol and Dean Hartley · 2025 individual return
Example notifications