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Sara Hanna
Sample memberSmall-business owners · Florida
Here for the bookkeeping guides and office hours.
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
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Yesenia Rios
Sample memberFreelancers · Tennessee
Working through the self-employed organizer one section at a time.
3 lessons done · 0 sample posts
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Destiny Clarke
Sample memberSmall-business owners · Washington
Building a monthly close habit for the business.
3 lessons done · 1 sample posts
Farhan Reddy
Sample memberFreelancers · Nevada
Working through the self-employed organizer one section at a time.
1 lessons done · 1 sample posts
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Lakshmi Reddy
Sample memberRetirees · Alabama
Learning which distribution forms to expect.
1 lessons done · 1 sample posts
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Mariam Saleh
Sample memberSmall-business owners · Wisconsin
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
Eduardo Luna
Sample memberDocument-readiness learners · Alabama
Practicing scanning and naming files.
3 lessons done · 0 sample posts
Brad Russo
Sample memberSmall-business owners · Nevada
Learning to keep business and personal spending apart.
3 lessons done · 1 sample posts
DeAndre Ware
Sample memberNew homeowners · Indiana
First year with a mortgage and a stack of closing paperwork to sort.
2 lessons done · 1 sample posts
Ernesto Figueroa
Sample memberStudents · Missouri
Figuring out which school forms to gather.
4 lessons done · 0 sample posts
Lin Choi
Sample memberRetirees · Virginia
Organizing retirement statements and getting ready early.
3 lessons done · 0 sample posts
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Diego Aguilar
Sample memberSmall-business owners · Indiana
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
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Imani Dixon
Sample memberBookkeeping learners · Florida
Learning the monthly close checklist.
3 lessons done · 0 sample posts
Armando Reyes
Sample memberFreelancers · Pennsylvania
Working through the self-employed organizer one section at a time.
2 lessons done · 0 sample posts
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Jason Roberts
Sample memberRetirees · Kentucky
Organizing retirement statements and getting ready early.
4 lessons done · 0 sample posts
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Linh Manalo
Sample memberStudents · Massachusetts
New to filing and working through the lessons.
6 lessons done · 1 sample posts
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Lisa Larson
Sample memberDocument-readiness learners · Alabama
Learning what each tax-season stage means.
0 lessons done · 0 sample posts
Katie Gray
Sample memberBookkeeping learners · Arizona
Learning the monthly close checklist.
0 lessons done · 1 sample posts
Wayne Brooks
Sample memberFreelancers · South Carolina
Here to understand 1099 forms and what to keep.
4 lessons done · 0 sample posts
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Hiro Huynh
Sample memberNew homeowners · California
First year with a mortgage and a stack of closing paperwork to sort.
0 lessons done · 0 sample posts
Lisa Foster
Sample memberRetirees · California
Practicing secure scanning and uploading.
3 lessons done · 0 sample posts
Michael Adams
Sample memberStudents · Alabama
Figuring out which school forms to gather.
3 lessons done · 1 sample posts
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Tonya Jenkins
Sample memberDocument-readiness learners · Kentucky
Working on being document-ready well before filing season.
6 lessons done · 0 sample posts
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Erin Young
Sample memberFreelancers · Connecticut
Learning how to keep income records tidy 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