Christine Richardson
Sample memberSmall-business owners · Massachusetts
Learning to keep business and personal spending apart.
3 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
Zaria Clarke
Sample memberFreelancers · Massachusetts
Learning how to keep income records tidy before filing season.
6 lessons done · 0 sample posts
Ximena Rios
Sample memberBookkeeping learners · Pennsylvania
Following the bookkeeping guides step by step.
1 lessons done · 1 sample posts
DeAndre Brown
Sample memberBookkeeping learners · North Carolina
Following the bookkeeping guides step by step.
1 lessons done · 0 sample posts
Melissa Rivera
Sample memberSmall-business owners · South Carolina
Learning to keep business and personal spending apart.
6 lessons done · 1 sample posts
Victor Diaz
Sample memberNew homeowners · Oregon
Reading up on which home documents to gather.
3 lessons done · 0 sample posts
Dustin Adams
Sample memberSmall-business owners · Oklahoma
Building a monthly close habit for the business.
3 lessons done · 0 sample posts
Scott Russo
Sample memberBookkeeping learners · Wisconsin
Practicing categorization and reconciling every month.
1 lessons done · 0 sample posts
Ali Rahman
Sample memberNew homeowners · Michigan
Learning what the lender and the closing documents each provide.
3 lessons done · 0 sample posts
BZ
Beatriz Zamora
Sample memberFreelancers · Florida
Learning how to keep income records tidy before filing season.
2 lessons done · 0 sample posts
ZF
Ziad Farah
Sample memberSmall-business owners · Alabama
Learning to keep business and personal spending apart.
1 lessons done · 0 sample posts
Lourdes Bui
Sample memberRetirees · Nevada
Practicing secure scanning and uploading.
4 lessons done · 1 sample posts
JL
Jasmine Li
Sample memberNew homeowners · Georgia
First year with a mortgage and a stack of closing paperwork to sort.
1 lessons done · 0 sample posts
CL
Claudia Lopez
Sample memberSmall-business owners · Tennessee
Building a monthly close habit for the business.
0 lessons done · 1 sample posts
GF
George Farah
Sample memberFreelancers · Pennsylvania
Learning how to keep income records tidy before filing season.
0 lessons done · 1 sample posts
Amber Collins
Sample memberBookkeeping learners · New York
Practicing categorization and reconciling every month.
0 lessons done · 0 sample posts
DT
Derek Turner
Sample memberFreelancers · Minnesota
Working through the self-employed organizer one section at a time.
6 lessons done · 0 sample posts
DJ
Dwayne Johnson
Sample memberStudents · Colorado
Figuring out which school forms to gather.
4 lessons done · 0 sample posts
Byron Mitchell
Sample memberStudents · Oklahoma
New to filing and working through the lessons.
2 lessons done · 0 sample posts
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Lisa Stewart
Sample memberDocument-readiness learners · Florida
Practicing scanning and naming files.
1 lessons done · 0 sample posts
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Steven Ho
Sample memberSmall-business owners · Kentucky
Building a monthly close habit for the business.
5 lessons done · 0 sample posts
Teresa Flores
Sample memberNew homeowners · Massachusetts
First year with a mortgage and a stack of closing paperwork to sort.
0 lessons done · 0 sample posts
Miguel Lopez
Sample memberFreelancers · Minnesota
Working through the self-employed organizer one section at a time.
0 lessons done · 0 sample posts
MM
Maribel Morales
Sample memberDocument-readiness learners · Oregon
Working on being document-ready well before filing season.
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