RC
Rosa Cardenas
Sample memberNew homeowners · Oregon
Reading up on which home documents to gather.
6 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
Jenny Li
Sample memberNew homeowners · California
First year with a mortgage and a stack of closing paperwork to sort.
0 lessons done · 0 sample posts
Adrian Vargas
Sample memberFreelancers · Georgia
Learning how to keep income records tidy before filing season.
2 lessons done · 1 sample posts
ON
Oscar Navarro
Sample memberBookkeeping learners · Virginia
Learning the monthly close checklist.
6 lessons done · 0 sample posts
Hannah Olsen
Sample memberFreelancers · Tennessee
Learning how to keep income records tidy before filing season.
5 lessons done · 0 sample posts
IR
Ivan Romero
Sample memberDocument-readiness learners · Tennessee
Practicing scanning and naming files.
1 lessons done · 0 sample posts
AT
Anthony Toussaint
Sample memberSmall-business owners · Alabama
Here for the bookkeeping guides and office hours.
1 lessons done · 1 sample posts
DL
Danilo Lee
Sample memberBookkeeping learners · Minnesota
Learning the monthly close checklist.
2 lessons done · 0 sample posts
Irene Dang
Sample memberSmall-business owners · Illinois
Here for the bookkeeping guides and office hours.
6 lessons done · 1 sample posts
GK
Glenn King
Sample memberNew homeowners · Missouri
First year with a mortgage and a stack of closing paperwork to sort.
1 lessons done · 0 sample posts
SM
Sarah Murphy
Sample memberBookkeeping learners · Arizona
Learning the monthly close checklist.
0 lessons done · 1 sample posts
Rahul Hussain
Sample memberFreelancers · Florida
Learning how to keep income records tidy before filing season.
4 lessons done · 0 sample posts
KZ
Karina Zamora
Sample memberFreelancers · Washington
Working through the self-employed organizer one section at a time.
2 lessons done · 0 sample posts
Ashanti Dixon
Sample memberNew homeowners · New York
Learning what the lender and the closing documents each provide.
1 lessons done · 1 sample posts
DK
Desmond Kirkland
Sample memberDocument-readiness learners · Kentucky
Practicing scanning and naming files.
3 lessons done · 0 sample posts
LH
Lina Hanna
Sample memberSmall-business owners · Utah
Learning to keep business and personal spending apart.
3 lessons done · 0 sample posts
Trevor Hall
Sample memberSmall-business owners · Louisiana
Here for the bookkeeping guides and office hours.
6 lessons done · 0 sample posts
JB
Jessica Baker
Sample memberFreelancers · North Carolina
Working through the self-employed organizer one section at a time.
4 lessons done · 0 sample posts
AF
Araceli Flores
Sample memberSmall-business owners · South Carolina
Building a monthly close habit for the business.
0 lessons done · 0 sample posts
EP
Erick Perez
Sample memberFreelancers · Oklahoma
Here to understand 1099 forms and what to keep.
2 lessons done · 0 sample posts
Greg Doyle
Sample memberBookkeeping learners · Florida
Practicing categorization and reconciling every month.
2 lessons done · 0 sample posts
OR
Oscar Rios
Sample memberBookkeeping learners · Oklahoma
Practicing categorization and reconciling every month.
4 lessons done · 0 sample posts
Jason Cook
Sample memberNew homeowners · Minnesota
Learning what the lender and the closing documents each provide.
0 lessons done · 0 sample posts
SE
Shelby Evans
Sample memberFreelancers · Arizona
Here to understand 1099 forms and what to keep.
2 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