Essentially, when they send the leads, there is no reference to where they came from or the URL to the lead source, making it difficult on our end to track. 

CCIM, SIOR, and all of the other designations you can amass never teach you how to pick up the phone and prospect for leads, track down growing/expanding businesses to convert to clients, how to manage tenants in a retail strip center, or do the myriad of other daily activities required to be a good commercial investment broker/owner.

I do keep track of all my time and mileage.

If you’re confident in these numbers, it could help mitigate the risk.Exit Strategy: Your plan to refinance after construction is solid, but keep an eye on where interest rates are heading and ensure the cash-out refinance will cover the HELOC without leaving you in a tight spot.It sounds like you're on the right track, but if you're still feeling uncertain, it might be worth consulting with a local real estate professional or financial advisor who can help you analyze the deal further.

Either way, you are going down the right track.

It might be a good idea to talk to a local expert to make sure you’re on the right track.

They have not proven it is an ESA and they are probably fraudulent because there is no such thing as a "registration" for an ESA.

Story allows for manual expense tracking towards the bottom of the main dashboard.

Yes, you will want to keep track of your personal Contributions and Distributions and having a personal bank account and business bank account is one way to do this as @Michael Plaks mentioned. 

where I failed in my business is not having a 1, 5, 10 yr plan and failing to see the assorted train wrecks coming down the track.