Cesar Jimenez
Sample memberSmall-business owners · Indiana
Here for the bookkeeping guides and office hours.
4 lessons done · 0 sample posts
Sample community preview
1,000 sample profiles, each one labelled.
Every profile and post here is labelled Sample member. Sample members are fictional, are not reachable and are excluded from member counts, messages, exports and billing. Mode: public.
AllFreelancersNew homeownersSmall-business ownersStudentsRetireesBookkeeping learnersDocument-readiness learners
JW
Janet Weber
Sample memberFreelancers · Washington
Working through the self-employed organizer one section at a time.
4 lessons done · 0 sample posts
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Ashley Sanders
Sample memberFreelancers · Nevada
Learning how to keep income records tidy before filing season.
4 lessons done · 0 sample posts
Erin Weber
Sample memberStudents · Wisconsin
Figuring out which school forms to gather.
2 lessons done · 0 sample posts
Daniela Rodriguez
Sample memberBookkeeping learners · Georgia
Following the bookkeeping guides step by step.
4 lessons done · 0 sample posts
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Ritu Mehta
Sample memberBookkeeping learners · Washington
Practicing categorization and reconciling every month.
2 lessons done · 0 sample posts
Adrienne Williams
Sample memberFreelancers · Massachusetts
Here to understand 1099 forms and what to keep.
1 lessons done · 0 sample posts
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Ashley Mueller
Sample memberStudents · New York
New to filing and working through the lessons.
2 lessons done · 0 sample posts
Kimberly Campbell
Sample memberRetirees · Alabama
Practicing secure scanning and uploading.
1 lessons done · 0 sample posts
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Porsha Gordon
Sample memberFreelancers · South Carolina
Working through the self-employed organizer one section at a time.
4 lessons done · 0 sample posts
Vikram Nair
Sample memberDocument-readiness learners · Massachusetts
Practicing scanning and naming files.
6 lessons done · 0 sample posts
Sharon King
Sample memberRetirees · Washington
Learning which distribution forms to expect.
0 lessons done · 0 sample posts
Ricardo Contreras
Sample memberSmall-business owners · Washington
Here for the bookkeeping guides and office hours.
3 lessons done · 0 sample posts
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Sharon White
Sample memberRetirees · Oklahoma
Organizing retirement statements and getting ready early.
2 lessons done · 1 sample posts
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Leonard Summers
Sample memberRetirees · Pennsylvania
Learning which distribution forms to expect.
3 lessons done · 3 sample posts
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Tuan Lee
Sample memberFreelancers · Wisconsin
Learning how to keep income records tidy before filing season.
6 lessons done · 0 sample posts
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Keith Grant
Sample memberNew homeowners · Oklahoma
Reading up on which home documents to gather.
5 lessons done · 0 sample posts
JF
Josh Foster
Sample memberStudents · New York
New to filing and working through the lessons.
4 lessons done · 0 sample posts
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Isaiah Campbell
Sample memberFreelancers · Texas
Working through the self-employed organizer one section at a time.
4 lessons done · 0 sample posts
Ramon Valdez
Sample memberNew homeowners · Pennsylvania
Reading up on which home documents to gather.
6 lessons done · 0 sample posts
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Tracy Clark
Sample memberSmall-business owners · Maryland
Learning to keep business and personal spending apart.
1 lessons done · 1 sample posts
Kendra Merriweather
Sample memberSmall-business owners · Kentucky
Here for the bookkeeping guides and office hours.
2 lessons done · 1 sample posts
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Hoa Huynh
Sample memberNew homeowners · Nevada
Learning what the lender and the closing documents each provide.
4 lessons done · 0 sample posts
Hunter Brennan
Sample memberStudents · North Carolina
Learning how education documents fit into filing.
4 lessons done · 0 sample posts
Sample activity
How do you handle transfers between accounts?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Hiro Choi · 3 sample repliesHow long does your monthly close take?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Candace Terrell · 5 sample repliesWhat does "awaiting documents" mean to you?
A short note on my routine. I follow the guide and keep everything in one folder by year.
Camila Medina · 4 sample repliesHow do you track property tax bills?
A short note on my routine. I follow the guide and keep everything in one folder by year.
Angel Trevino · 2 sample repliesHow early did you start gathering?
Sharing what has worked for me so far and curious what others do. I am only talking about habits, not my own return.
Dana Hill · 0 sample repliesHow long does your monthly close take?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Cole Ward · 2 sample replies