All Forum Posts by: Paul Germano

Greetings,

I currently use Anderson Business Advisors as a one stop legal, tax, and accounting firm and am looking to transition away from them.  

I'm looking for recommendations for replacements for each function.   Ideally I'd like a single shop but am open to splitting the functions up if there are strong enough reasons to do so.  I would just like to reduce the number of organizations I have to interact with and the number of surfaces where critical information or knowledge needs to be exchanged.   

Obviously any and all firms would need to be real estate investment focused or have significant subject matter expertise in real estate business.

Thanks in advance, 

--Paulie

I am seeking investor friendly business checking accounts to host my RE holding LLC checking accounts. I am reaching out to the community to see if anyone has good suggestions after repeatedly getting burned by Chase business accounts.

Needs to include:

* Strong mobile app with strong security (ideally 2 factor auth, no security codes via txt)

* Support wire transfers in as simple way as possible (perfection would be either calling to set up wire, or securely establishing on-file wire recipients, and a secure 2nd channel wire approval method -- a push request to a secure app for example which MSDW does) 

* Support ACH (ideally no fee) 

* Support SANE loss prevention policies, that learn from my behavior.  I want to be safe but I don't want every other significant wire to get blocked by a loss prevention hold (thanks Chase) 

I am willing to maintain a sane amount of minimum daily balance to get the low fee structure, but I'm running an investment business not a cache holding business so it can't be more than 50k.

Anyone have any good suggestions?

Thanks!