I like that baseline seems like a good replacement for Quickbooks, as well.In regards to having multiple accounts, I’ve been told that Chase is a bank that allowed for this, but I also don’t trust that Chase wouldn’t be taken out with the other banks failing, so I don’t know about using their accounts, either.If you happen to come by a bank you would trust, I appreciate if you’d share. 

I would say these are not deals for a retail investor.Regarding investing in syndications, its really a personal choice of being passive and trusting people when real estate is not your specialty - similar to stocks - I do not manage my stock portfolio because I am clueless on it and my wife is 1000x smarter than I am and manages it.

I am willing to give up control to benefit from the experience and efforts of a good operator that I trust when I have the capital to deploy.The main reason for this has to do with time.

With the LLC my mom just “does business as” my LLC because I trusted her but I also got her to do that because the legal age in Alabama (where i’m from) is 19.

They don't tell you the whole truth of trusts and llcs really work.

I never trust people that lead with any type of religion.

Trust me you do not want to be switching between PMS after you start onboarding, so do your due diligence beforehand and choose the one that best suits your needs.

I also offer specialty deposits including real estate trust accounts.

It may involve creating a trust or moving the deed into an entity.  

Benetrends Financial is another trusted option, offering efficient, compliant setups as a pioneer in ROBS plans.