They must provide quality service, or their clients won't want to pay the price.

I have a former CFO client in Lebanon and you remind me a lot of him...you know what you like, you're very thorough, and you know your numbers!

Licensed in both Hawaii and Vermont at the moment, navigating acquisitions and depositions by collaborating the directions of my client with grounded professional understanding. 

Since my firm is an investor private client boutique, I do not share resources outside of my client base.

This post does not create a CPA-Client relationship.

Hey @Tre DeBragaI have clients curently looking for properties using 203k in the worcester area and have many friends who have used it to house hack.

This also helps with tax planning so clients aren't blindsided.The tools/software that clients use is as varied as the clients themselves. 

I've been using QBO but I'm starting to take on MTR clients and I need a PM software and have reviewed so many my head's going to fall off.

.: Quote from @Caleb Brown: I am an agent so of course I get a benefit when a deal closes and I help a client but I have also seen the money and benefit real estate provides.

Regardless of how a certain asset class is doing, an investor like yourself can ALWAYS find a good deal in any type of property.Now, my general suggestion for all of my CFO clients is the gradually move up the unit spectrum/asset type as you build up your portfolio.