Cole Ward
Sample memberSmall-business owners · Tennessee
Learning to keep business and personal spending apart.
4 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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Fatima Siddiqui
Sample memberDocument-readiness learners · Wisconsin
Working on being document-ready well before filing season.
2 lessons done · 0 sample posts
Vanessa Pena
Sample memberNew homeowners · Virginia
Learning what the lender and the closing documents each provide.
2 lessons done · 0 sample posts
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Katie Keller
Sample memberStudents · Oklahoma
New to filing and working through the lessons.
0 lessons done · 0 sample posts
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Shay Owens
Sample memberDocument-readiness learners · Indiana
Practicing scanning and naming files.
4 lessons done · 0 sample posts
Hannah Myers
Sample memberFreelancers · Utah
Here to understand 1099 forms and what to keep.
1 lessons done · 1 sample posts
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Khalil Boyd
Sample memberNew homeowners · Ohio
Reading up on which home documents to gather.
1 lessons done · 0 sample posts
Ngoc Pascual
Sample memberSmall-business owners · Virginia
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
Rachel Russo
Sample memberBookkeeping learners · Oklahoma
Practicing categorization and reconciling every month.
1 lessons done · 0 sample posts
Rosalind Baptiste
Sample memberSmall-business owners · Alabama
Here for the bookkeeping guides and office hours.
5 lessons done · 0 sample posts
Michael White
Sample memberFreelancers · Alabama
Learning how to keep income records tidy before filing season.
5 lessons done · 1 sample posts
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Linh Yoon
Sample memberSmall-business owners · Connecticut
Here for the bookkeeping guides and office hours.
4 lessons done · 0 sample posts
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George Hanna
Sample memberRetirees · Arizona
Learning which distribution forms to expect.
6 lessons done · 0 sample posts
Doris Brown
Sample memberSmall-business owners · Tennessee
Building a monthly close habit for the business.
5 lessons done · 1 sample posts
Austin Phillips
Sample memberStudents · Oregon
Learning how education documents fit into filing.
3 lessons done · 0 sample posts
Carolyn Lewis
Sample memberRetirees · Indiana
Practicing secure scanning and uploading.
0 lessons done · 0 sample posts
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Camila Navarro
Sample memberDocument-readiness learners · Louisiana
Learning what each tax-season stage means.
0 lessons done · 0 sample posts
Teresa Alvarez
Sample memberFreelancers · Kentucky
Working through the self-employed organizer one section at a time.
3 lessons done · 0 sample posts
Amit Rao
Sample memberBookkeeping learners · Ohio
Learning the monthly close checklist.
3 lessons done · 0 sample posts
Samantha Collins
Sample memberFreelancers · Alabama
Here to understand 1099 forms and what to keep.
4 lessons done · 1 sample posts
Brian Gray
Sample memberFreelancers · Tennessee
Working through the self-employed organizer one section at a time.
5 lessons done · 0 sample posts
Yuna Dela Cruz
Sample memberBookkeeping learners · Minnesota
Following the bookkeeping guides step by step.
6 lessons done · 1 sample posts
Andres Cabrera
Sample memberFreelancers · North Carolina
Here to understand 1099 forms and what to keep.
2 lessons done · 0 sample posts
Rupa Khan
Sample memberSmall-business owners · Tennessee
Here for the bookkeeping guides and office hours.
0 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