Brianna Reed
Sample memberNew homeowners · Connecticut
Learning what the lender and the closing documents each provide.
0 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
Amanda Roberts
Sample memberFreelancers · New York
Working through the self-employed organizer one section at a time.
0 lessons done · 0 sample posts
EA
Elias Abboud
Sample memberNew homeowners · Oklahoma
Learning what the lender and the closing documents each provide.
3 lessons done · 0 sample posts
TK
Travis Kelly
Sample memberSmall-business owners · Nevada
Here for the bookkeeping guides and office hours.
1 lessons done · 0 sample posts
Emilio Ibarra
Sample memberSmall-business owners · New York
Learning to keep business and personal spending apart.
6 lessons done · 0 sample posts
Cristina Ruiz
Sample memberFreelancers · Michigan
Learning how to keep income records tidy before filing season.
1 lessons done · 0 sample posts
TC
Teresa Cabrera
Sample memberDocument-readiness learners · California
Practicing scanning and naming files.
0 lessons done · 0 sample posts
Rupa Rao
Sample memberStudents · Tennessee
New to filing and working through the lessons.
0 lessons done · 0 sample posts
Teresa Castillo
Sample memberRetirees · New York
Organizing retirement statements and getting ready early.
0 lessons done · 1 sample posts
EM
Elijah McCray
Sample memberNew homeowners · Georgia
Learning what the lender and the closing documents each provide.
3 lessons done · 0 sample posts
Isaiah Henderson
Sample memberNew homeowners · Maryland
First year with a mortgage and a stack of closing paperwork to sort.
3 lessons done · 1 sample posts
CP
Chanel Porter
Sample memberSmall-business owners · Ohio
Building a monthly close habit for the business.
5 lessons done · 1 sample posts
Evan Wood
Sample memberSmall-business owners · Tennessee
Here for the bookkeeping guides and office hours.
0 lessons done · 0 sample posts
Julie Hill
Sample memberStudents · Ohio
Learning how education documents fit into filing.
4 lessons done · 0 sample posts
BM
Brandon Martin
Sample memberNew homeowners · Virginia
Reading up on which home documents to gather.
1 lessons done · 0 sample posts
AP
Aisha Price
Sample memberStudents · Kentucky
Learning how education documents fit into filing.
1 lessons done · 0 sample posts
Garrett Mueller
Sample memberRetirees · Ohio
Learning which distribution forms to expect.
0 lessons done · 0 sample posts
CF
Carl Foster
Sample memberRetirees · Indiana
Learning which distribution forms to expect.
1 lessons done · 0 sample posts
Darnell Pierre
Sample memberSmall-business owners · Minnesota
Building a monthly close habit for the business.
2 lessons done · 0 sample posts
TN
Teresa Navarro
Sample memberRetirees · Minnesota
Practicing secure scanning and uploading.
0 lessons done · 0 sample posts
Tracy Costa
Sample memberFreelancers · Missouri
Here to understand 1099 forms and what to keep.
4 lessons done · 0 sample posts
CW
Christine Weber
Sample memberBookkeeping learners · Kentucky
Learning the monthly close checklist.
4 lessons done · 0 sample posts
MS
Melissa Sullivan
Sample memberBookkeeping learners · Oklahoma
Practicing categorization and reconciling every month.
1 lessons done · 2 sample posts
Brittany Watson
Sample memberNew homeowners · Nevada
First year with a mortgage and a stack of closing paperwork to sort.
4 lessons done · 1 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