LT
Lily Tolentino
Sample memberSmall-business owners · North Carolina
Building a monthly close habit for the business.
2 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
MM
Mark Mueller
Sample memberBookkeeping learners · Arizona
Practicing categorization and reconciling every month.
4 lessons done · 0 sample posts
JC
Juan Castillo
Sample memberRetirees · Oregon
Learning which distribution forms to expect.
5 lessons done · 1 sample posts
AC
Adriana Cruz
Sample memberBookkeeping learners · Utah
Practicing categorization and reconciling every month.
0 lessons done · 0 sample posts
Sana Gupta
Sample memberNew homeowners · Tennessee
Learning what the lender and the closing documents each provide.
4 lessons done · 0 sample posts
SH
Steve Hughes
Sample memberSmall-business owners · Ohio
Building a monthly close habit for the business.
0 lessons done · 0 sample posts
Crystal Pryor
Sample memberBookkeeping learners · Kentucky
Learning the monthly close checklist.
1 lessons done · 1 sample posts
Bao Bui
Sample memberNew homeowners · Wisconsin
First year with a mortgage and a stack of closing paperwork to sort.
2 lessons done · 1 sample posts
Frank Tanaka
Sample memberDocument-readiness learners · Ohio
Working on being document-ready well before filing season.
6 lessons done · 1 sample posts
AR
Ashanti Robinson
Sample memberBookkeeping learners · Pennsylvania
Practicing categorization and reconciling every month.
2 lessons done · 1 sample posts
CM
Caitlin Murphy
Sample memberNew homeowners · North Carolina
Reading up on which home documents to gather.
6 lessons done · 0 sample posts
Debra Russo
Sample memberFreelancers · Michigan
Here to understand 1099 forms and what to keep.
6 lessons done · 0 sample posts
Evan Weber
Sample memberStudents · Michigan
Figuring out which school forms to gather.
2 lessons done · 1 sample posts
Camila Espinoza
Sample memberSmall-business owners · Colorado
Learning to keep business and personal spending apart.
6 lessons done · 0 sample posts
Lionel Dixon
Sample memberRetirees · Connecticut
Learning which distribution forms to expect.
2 lessons done · 0 sample posts
Arturo Navarro
Sample memberNew homeowners · Maryland
First year with a mortgage and a stack of closing paperwork to sort.
2 lessons done · 0 sample posts
DN
Deja Nwosu
Sample memberBookkeeping learners · Georgia
Following the bookkeeping guides step by step.
0 lessons done · 0 sample posts
Shabana Desai
Sample memberRetirees · California
Organizing retirement statements and getting ready early.
0 lessons done · 1 sample posts
SK
Sarah King
Sample memberBookkeeping learners · Tennessee
Learning the monthly close checklist.
3 lessons done · 0 sample posts
JL
Jun Lin
Sample memberNew homeowners · South Carolina
Learning what the lender and the closing documents each provide.
0 lessons done · 0 sample posts
Amanda Brooks
Sample memberDocument-readiness learners · Alabama
Working on being document-ready well before filing season.
4 lessons done · 0 sample posts
Chloe Sullivan
Sample memberBookkeeping learners · Arizona
Learning the monthly close checklist.
0 lessons done · 0 sample posts
Maribel Montoya
Sample memberStudents · Arizona
Figuring out which school forms to gather.
0 lessons done · 0 sample posts
Rafael Vasquez
Sample memberStudents · Missouri
Learning how education documents fit into filing.
1 lessons done · 3 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