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.  

Also, I would also suggest incorporating some property management fee into the analysis even if you prefer to do it yourself - at some point you may want to hire someone.

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). 

You can try to incorporate a seller concession to help cover closing costs and reduce cash to close.

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

Where do I incorporate it?

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