Friday, August 7, 2026

Good morning, Bryan.

Let's make the next important money decision clear.

B
My view⌄
Phase 1 · 2025 Tax Readiness

Build the financial foundation first.

Family Hub will connect your accounts, keep each LLC operationally separate, and turn the year into a clear CPA-ready package.

View blueprint
Personal cash$—Connect accounts
Business cash$—Connect accounts
Debt tracked$—Add loans and cards
Tax package0%2025 readiness

Your next steps

Setup progress

Open wizard →
1
Family accessMembers and visibility
In progress
2
Personal accountsOwnership and connections
Next
3
Business booksFour separate LLC workspaces
Not started
4
2025 tax readinessCPA-ready packages
Not started
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Today's focus

Confirm who can see what.

Before connecting accounts, we'll map each family member to the accounts and entities they're allowed to see.

Start setup →

Separate books, one family view

Your businesses

Manage entities →
Lu
● Active

Luxe Lactation LLC

Single-member LLC

Ecommerce brand
Br
● Active

Brainwave Publishing LLC

Single-member LLC

Publishing
RN
● Active

RN Ascend LLC

Single-member LLC

Ecommerce brand

Prioritized, not noisy

Important right now

See all tasks →
✦

Connect personal accounts

Confirm who owns each account before importing transactions.

Next→
✦

Set up Tribe RN books

S corporation payroll, credit cards, and 2025 reconciliation.

High impact→
✦

Gather 2025 tax documents

Build the CPA worksheet task list as documents arrive.

Tax readiness→