Liliana Jimenez
Sample memberBookkeeping learners · Connecticut
Following the bookkeeping guides step by step.
5 lessons done · 1 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
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Farhan Joshi
Sample memberRetirees · Texas
Organizing retirement statements and getting ready early.
0 lessons done · 2 sample posts
Trevor Gray
Sample memberSmall-business owners · Oregon
Building a monthly close habit for the business.
2 lessons done · 1 sample posts
Emilio Gutierrez
Sample memberFreelancers · Utah
Learning how to keep income records tidy before filing season.
2 lessons done · 0 sample posts
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Lan Chen
Sample memberSmall-business owners · Wisconsin
Here for the bookkeeping guides and office hours.
2 lessons done · 0 sample posts
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Monique Clarke
Sample memberNew homeowners · Ohio
Learning what the lender and the closing documents each provide.
3 lessons done · 0 sample posts
Erica Jenkins
Sample memberBookkeeping learners · Louisiana
Practicing categorization and reconciling every month.
4 lessons done · 0 sample posts
Seth Doyle
Sample memberSmall-business owners · Texas
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
Anjali Nair
Sample memberSmall-business owners · Illinois
Building a monthly close habit for the business.
6 lessons done · 0 sample posts
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Reem Sabbagh
Sample memberDocument-readiness learners · Texas
Learning what each tax-season stage means.
4 lessons done · 0 sample posts
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Brian Do
Sample memberSmall-business owners · Tennessee
Learning to keep business and personal spending apart.
0 lessons done · 0 sample posts
Erick Villanueva
Sample memberSmall-business owners · North Carolina
Building a monthly close habit for the business.
0 lessons done · 0 sample posts
Xavier Dorsey
Sample memberDocument-readiness learners · Missouri
Practicing scanning and naming files.
2 lessons done · 0 sample posts
Hana Tran
Sample memberFreelancers · Oregon
Working through the self-employed organizer one section at a time.
3 lessons done · 1 sample posts
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Holly White
Sample memberDocument-readiness learners · Kentucky
Working on being document-ready well before filing season.
1 lessons done · 1 sample posts
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Ricardo Morales
Sample memberFreelancers · New York
Here to understand 1099 forms and what to keep.
0 lessons done · 1 sample posts
Ashley King
Sample memberStudents · Florida
New to filing and working through the lessons.
2 lessons done · 0 sample posts
Denise Jenkins
Sample memberRetirees · South Carolina
Learning which distribution forms to expect.
4 lessons done · 0 sample posts
Madison McCarthy
Sample memberFreelancers · Michigan
Here to understand 1099 forms and what to keep.
5 lessons done · 0 sample posts
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Raul Ramirez
Sample memberBookkeeping learners · Illinois
Practicing categorization and reconciling every month.
1 lessons done · 0 sample posts
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Erick Castillo
Sample memberSmall-business owners · Michigan
Learning to keep business and personal spending apart.
2 lessons done · 0 sample posts
Amir Sabbagh
Sample memberSmall-business owners · Illinois
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
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Rachel Wright
Sample memberRetirees · Pennsylvania
Organizing retirement statements and getting ready early.
0 lessons done · 0 sample posts
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Laura Romano
Sample memberSmall-business owners · Pennsylvania
Building a monthly close habit for the business.
2 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