I need to source the data myself, run the numbers, check the calculations, eventually build my own custom spreadsheet etc. 

An extremely detailed scope of work along with an extremely detailed contract, are the keys to a project that is going to finish on schedule and on budget, without surprises. 

There are lots of vetting processes and details that need to be addressed before handing over the keys. too late now. 

The real key item here is the equity.

RE Brokers in the area are a key team member as they should know the area, good rental areas, and they will be a good resource for rentals (possibly, if they deal in rentals).

How are you sourcing deals - off or on market? 

Properly collecting these fees is a key part of financial success in real estate investment.And hey, why stop there?

That's the key component that is usually missing when I hear other entrepreneurs/investors say they don't like QBO.Something else to keep in mind is your entity structure and how your entities file tax returns.

@Denise Lang - would NOT recommend my local market right now unless you can source it off-market. 

The real work is locating these properties and I've learned the best way to do this is to work in towns/areas that have online GIS systems that map; topography, wetlands, soils, etc. and assessors data available for download either from local sources or listsource.com.