Scan receipts and label them with the appropriate property.For our bookkeeping clients, we advise using the Profit First framework.

I haven’t invested in a property myself but all of my clients are basically investors!

Wee have had some clients insistent on alarms and they were a nightmare. 

I can send you a couple of good property managers that I have worked with that my clients really liked! 

A previous Client and employer of mine came to me wanting to unload a property.

I have a client with three STR rentals in the PA Poconos. 

So, let's say "Johnny Slip-n-Fall" goes to attorney to file claim suite on the client exercising strategy I know. 

Naturally your relinquished property must be sold before you can take title to the new property, but its a great way to make the process as smooth as possible.Even though the time frames can feel daunting I find that 95% of exchanges from my clients are successful.

I recently attempted this with an FHA loan for a client, but it was unsuccessful.

Don’t waste time with someone with unrealistic expectations; you won’t make the deal and just set up the client to get realistic for the intermediary that replace you. 5.