Omar Chavez
Sample memberSmall-business owners · California
Building a monthly close habit for the business.
1 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
AA
Angel Acosta
Sample memberStudents · Georgia
Learning how education documents fit into filing.
0 lessons done · 1 sample posts
Emily Clark
Sample memberSmall-business owners · North Carolina
Here for the bookkeeping guides and office hours.
1 lessons done · 0 sample posts
ZB
Zach Bailey
Sample memberFreelancers · Michigan
Learning how to keep income records tidy before filing season.
3 lessons done · 0 sample posts
Humberto Serrano
Sample memberRetirees · Kentucky
Practicing secure scanning and uploading.
1 lessons done · 0 sample posts
BC
Brenda Cabrera
Sample memberSmall-business owners · Virginia
Here for the bookkeeping guides and office hours.
0 lessons done · 1 sample posts
Leonard Okafor
Sample memberSmall-business owners · Pennsylvania
Building a monthly close habit for the business.
4 lessons done · 1 sample posts
Ernesto Acosta
Sample memberRetirees · Connecticut
Practicing secure scanning and uploading.
3 lessons done · 1 sample posts
Jonathan Luna
Sample memberRetirees · Utah
Organizing retirement statements and getting ready early.
3 lessons done · 0 sample posts
Stephanie Kowalski
Sample memberBookkeeping learners · Kentucky
Following the bookkeeping guides step by step.
2 lessons done · 0 sample posts
SR
Sunita Rao
Sample memberFreelancers · North Carolina
Here to understand 1099 forms and what to keep.
4 lessons done · 0 sample posts
BH
Brittany Hoffman
Sample memberNew homeowners · Minnesota
Reading up on which home documents to gather.
3 lessons done · 1 sample posts
RF
Ron Foster
Sample memberDocument-readiness learners · Florida
Learning what each tax-season stage means.
0 lessons done · 0 sample posts
DB
Dan Brooks
Sample memberNew homeowners · South Carolina
Learning what the lender and the closing documents each provide.
0 lessons done · 1 sample posts
Linda Clark
Sample memberNew homeowners · Oklahoma
Learning what the lender and the closing documents each provide.
0 lessons done · 0 sample posts
Ernesto Medina
Sample memberNew homeowners · Oklahoma
First year with a mortgage and a stack of closing paperwork to sort.
5 lessons done · 1 sample posts
PreviousPage 42 of 42
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