And I can recall only once that a title company released earnest money to the Buyer without requiring the mutual release - worked out in my Buyer client's favor so I didn't complain.

Out of curiosity, are you currently focusing more on expanding your short-term rental portfolio or on working with clients to grow theirs?

If you want to avoid partnerships, bring them as lending partners vs equity partners.This post does not create a CPA-Client relationship.

I have a lot of clients where I only get their DSCR business, but not their fix and flip. 

Here's a framework I’ve used with clients and in my own deals:Understand Your Total Investment:Break down your actual contributions: $40,000 from cash, $50,000 from the 401k loan, and any additional transaction costs.

I give advice around this topic to clients every day and want to know if I'm missing something. 

You have come to the right forum to gather advice from experienced investors, realtors etc  try some of these meetups and also listen  to some of the podcastshttps://www.meetup.com/find/?

Xero will work since I have clients that uses them and well I helped them convert to it.

I still have clients buying in Vegas, but it's not as common due to cashflows being hard to come by with the traditional 25% down financing.  

What I wrote above does not create an attorney/client relationship between us.