Know your customer, understand what they want, understand how they want to live.Good Luck!

If you are, together with the fact that you execute trades and maintain accounts for your customers you're a broker.You market to the least sophisticated, smallest investors out there.

Retail customers who don't do their research end up in your situation with any appliance.

In my prior life, I was responsible for customer success for large healthcare systems.  

You can also create reusable templates with custom fields.5. 

They were having trouble with their third party payment service before the current crisis but I wonder if the problems they are having now has something to do with them not handling customer payments properly (not putting in a sort of escrow account). 

I switch to QBO and then realized I needed 1 subscription for each of my LLCs and custom setup for reports.

We grew our family through foster/adoption.

I also have a contracting/remodeling background (mostly custom kitchens & baths) in CT, and am finally delving into the REI space too. 

Also, for anyone based in Philly, I've heard from one contractor that quotes of 20-30k were common a few years ago, but due to recent rule changes, contractors need to maintain excavation licenses/ insurances to do any dig out work and that cost is getting passed to customers.