Omar Rios
Sample memberFreelancers · Minnesota
Working through the self-employed organizer one section at a time.
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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Alan Zhang
Sample memberSmall-business owners · Louisiana
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
PB
Paige Brennan
Sample memberBookkeeping learners · Connecticut
Learning the monthly close checklist.
4 lessons done · 0 sample posts
Rajesh Rao
Sample memberBookkeeping learners · Maryland
Learning the monthly close checklist.
2 lessons done · 0 sample posts
Imani Rhodes
Sample memberStudents · Utah
Figuring out which school forms to gather.
3 lessons done · 0 sample posts
Brittany Reed
Sample memberStudents · Massachusetts
New to filing and working through the lessons.
4 lessons done · 0 sample posts
AK
Allison King
Sample memberSmall-business owners · Texas
Here for the bookkeeping guides and office hours.
2 lessons done · 0 sample posts
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Julie Lin
Sample memberRetirees · New York
Learning which distribution forms to expect.
1 lessons done · 0 sample posts
Scott Peterson
Sample memberFreelancers · Tennessee
Here to understand 1099 forms and what to keep.
3 lessons done · 1 sample posts
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Hector Valdez
Sample memberBookkeeping learners · Ohio
Following the bookkeeping guides step by step.
0 lessons done · 0 sample posts
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Rachel Russell
Sample memberNew homeowners · Oklahoma
Reading up on which home documents to gather.
4 lessons done · 0 sample posts
Tracy Walsh
Sample memberBookkeeping learners · Oregon
Practicing categorization and reconciling every month.
2 lessons done · 0 sample posts
Darnell Sims
Sample memberBookkeeping learners · Colorado
Practicing categorization and reconciling every month.
1 lessons done · 1 sample posts
Abigail Rogers
Sample memberSmall-business owners · Massachusetts
Here for the bookkeeping guides and office hours.
1 lessons done · 0 sample posts
Linh Dang
Sample memberStudents · Virginia
New to filing and working through the lessons.
2 lessons done · 0 sample posts
Ayesha Reddy
Sample memberSmall-business owners · Washington
Building a monthly close habit for the business.
5 lessons done · 0 sample posts
LO
Lionel Okafor
Sample memberSmall-business owners · Washington
Building a monthly close habit for the business.
5 lessons done · 0 sample posts
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Rowena Ho
Sample memberRetirees · Florida
Organizing retirement statements and getting ready early.
6 lessons done · 0 sample posts
Ritu Khan
Sample memberNew homeowners · Tennessee
Reading up on which home documents to gather.
5 lessons done · 0 sample posts
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Becky Myers
Sample memberSmall-business owners · Michigan
Learning to keep business and personal spending apart.
6 lessons done · 0 sample posts
Brad Taylor
Sample memberSmall-business owners · Massachusetts
Learning to keep business and personal spending apart.
2 lessons done · 1 sample posts
AK
Arnel Kang
Sample memberStudents · Utah
New to filing and working through the lessons.
4 lessons done · 0 sample posts
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Julio Sanchez
Sample memberSmall-business owners · Wisconsin
Learning to keep business and personal spending apart.
3 lessons done · 0 sample posts
Cindy Pham
Sample memberSmall-business owners · Maryland
Learning to keep business and personal spending apart.
4 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