Had a newbie client that bought 5 SFR rentals and called us 3-5 times daily.

Day 3: "Did you know our bulk pricing saves clients an average of [X%]?

Rob Abasolo, the cohost of BP is actually one of our clients.

I've been doing this for almost 15 years in NJ  and the Client pipeline is the toughest part.  

We can only hope future clients get their expected return.

I don't have personal experience with it, but when the app was first developed, I contacted the developer and put the app through a fairly robust test usage to see if it's something I would want to recommend to my clients (I'm a CPA).I think the app is great for its intended purpose and I do recommend it to my clients now (and have for about 18 months now). 

My company provides an all-in-one solution for clients.

And how far back in time would you consider someone a client?   

This is what my company does for our clients..

Keep records of the payment timing to substantiate your reporting if needed.This post does not create a CPA-Client relationship.