Monica Rivera
Sample memberBookkeeping learners · Connecticut
Following the bookkeeping guides step by step.
5 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
Raven Holloway
Sample memberBookkeeping learners · Wisconsin
Learning the monthly close checklist.
1 lessons done · 0 sample posts
Eric Dela Cruz
Sample memberBookkeeping learners · Oklahoma
Following the bookkeeping guides step by step.
1 lessons done · 0 sample posts
Julian Bynum
Sample memberStudents · Arizona
Figuring out which school forms to gather.
2 lessons done · 0 sample posts
LL
Leah Long
Sample memberDocument-readiness learners · Illinois
Working on being document-ready well before filing season.
0 lessons done · 0 sample posts
Makayla Baptiste
Sample memberFreelancers · Tennessee
Working through the self-employed organizer one section at a time.
3 lessons done · 1 sample posts
CP
Connor Peterson
Sample memberNew homeowners · Ohio
First year with a mortgage and a stack of closing paperwork to sort.
3 lessons done · 2 sample posts
Diana Zamora
Sample memberStudents · Missouri
Figuring out which school forms to gather.
2 lessons done · 0 sample posts
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Fatima Kumar
Sample memberNew homeowners · Wisconsin
First year with a mortgage and a stack of closing paperwork to sort.
5 lessons done · 0 sample posts
BP
Brian Powell
Sample memberStudents · Oklahoma
Figuring out which school forms to gather.
0 lessons done · 0 sample posts
Amy Lin
Sample memberSmall-business owners · South Carolina
Here for the bookkeeping guides and office hours.
4 lessons done · 0 sample posts
Yasmin Khoury
Sample memberNew homeowners · Maryland
First year with a mortgage and a stack of closing paperwork to sort.
5 lessons done · 0 sample posts
Olivia Adams
Sample memberFreelancers · Nevada
Here to understand 1099 forms and what to keep.
2 lessons done · 1 sample posts
Adriana Serrano
Sample memberNew homeowners · Colorado
Reading up on which home documents to gather.
2 lessons done · 0 sample posts
Mark Pham
Sample memberNew homeowners · Utah
Learning what the lender and the closing documents each provide.
6 lessons done · 0 sample posts
Andrew Lee
Sample memberFreelancers · Indiana
Learning how to keep income records tidy before filing season.
2 lessons done · 0 sample posts
Natalie Costa
Sample memberFreelancers · Wisconsin
Learning how to keep income records tidy before filing season.
4 lessons done · 0 sample posts
Imran Ahmed
Sample memberFreelancers · Utah
Working through the self-employed organizer one section at a time.
2 lessons done · 0 sample posts
Pamela Fisher
Sample memberRetirees · Indiana
Organizing retirement statements and getting ready early.
1 lessons done · 0 sample posts
Tanisha Jenkins
Sample memberStudents · Michigan
Figuring out which school forms to gather.
4 lessons done · 1 sample posts
Tony Nakamura
Sample memberBookkeeping learners · Nevada
Following the bookkeeping guides step by step.
2 lessons done · 0 sample posts
Mayra Morales
Sample memberDocument-readiness learners · Kentucky
Practicing scanning and naming files.
2 lessons done · 0 sample posts
Adrian Herrera
Sample memberFreelancers · Missouri
Working through the self-employed organizer one section at a time.
4 lessons done · 0 sample posts
Angel Soto
Sample memberRetirees · Missouri
Practicing secure scanning and uploading.
0 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