VB
Vernon Bynum
Sample memberRetirees · Connecticut
Organizing retirement statements and getting ready early.
0 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
RN
Ryan Novak
Sample memberSmall-business owners · Louisiana
Building a monthly close habit for the business.
3 lessons done · 0 sample posts
EF
Emily Foster
Sample memberBookkeeping learners · Oregon
Following the bookkeeping guides step by step.
0 lessons done · 0 sample posts
AA
Alvin Adeyemi
Sample memberDocument-readiness learners · Oregon
Working on being document-ready well before filing season.
4 lessons done · 0 sample posts
HR
Hugo Rivera
Sample memberStudents · Maryland
Figuring out which school forms to gather.
4 lessons done · 0 sample posts
Roderick Holmes
Sample memberBookkeeping learners · Tennessee
Following the bookkeeping guides step by step.
6 lessons done · 0 sample posts
SO
Stephanie Olsen
Sample memberSmall-business owners · Indiana
Here for the bookkeeping guides and office hours.
1 lessons done · 0 sample posts
Rania Farah
Sample memberSmall-business owners · Tennessee
Building a monthly close habit for the business.
6 lessons done · 0 sample posts
CT
Christine Thompson
Sample memberSmall-business owners · Missouri
Learning to keep business and personal spending apart.
5 lessons done · 0 sample posts
Erick Figueroa
Sample memberDocument-readiness learners · Alabama
Practicing scanning and naming files.
4 lessons done · 0 sample posts
Omar Rivera
Sample memberSmall-business owners · Maryland
Building a monthly close habit for the business.
3 lessons done · 0 sample posts
HS
Hala Sabbagh
Sample memberFreelancers · Oregon
Learning how to keep income records tidy before filing season.
4 lessons done · 0 sample posts
ZW
Zach Wood
Sample memberDocument-readiness learners · Georgia
Learning what each tax-season stage means.
0 lessons done · 0 sample posts
TK
Tyler Kowalski
Sample memberSmall-business owners · Virginia
Learning to keep business and personal spending apart.
4 lessons done · 1 sample posts
Justin Howard
Sample memberFreelancers · Oklahoma
Working through the self-employed organizer one section at a time.
0 lessons done · 0 sample posts
Kavya Patel
Sample memberBookkeeping learners · Colorado
Following the bookkeeping guides step by step.
4 lessons done · 0 sample posts
VS
Veronica Sandoval
Sample memberSmall-business owners · California
Here for the bookkeeping guides and office hours.
0 lessons done · 1 sample posts
Sunita Mehta
Sample memberNew homeowners · Illinois
Reading up on which home documents to gather.
3 lessons done · 0 sample posts
Tracy Cox
Sample memberSmall-business owners · Utah
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
Paige Bennett
Sample memberFreelancers · Virginia
Here to understand 1099 forms and what to keep.
0 lessons done · 1 sample posts
JW
Julie Wong
Sample memberNew homeowners · Texas
Reading up on which home documents to gather.
1 lessons done · 1 sample posts
Mark Bautista
Sample memberRetirees · Kentucky
Organizing retirement statements and getting ready early.
4 lessons done · 1 sample posts
YS
Yesenia Sandoval
Sample memberBookkeeping learners · Ohio
Learning the monthly close checklist.
0 lessons done · 0 sample posts
DR
Dustin Russo
Sample memberBookkeeping learners · Utah
Following the bookkeeping guides step by step.
3 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