Let’s share ideas and make connections! 

I think your idea of an executive summary is great, but make sure to include pictures.

Are there any good resources online to be able to get an idea of average monthly/yearly expenses like utilities, etc. for a given zip or city?

Looking to hear what you would do - I've heard of people targeting 1031 Investors to sell large portfolios or multiple buildings but have no idea where I would begin outside of asking a community like Bigger Pockets.

As for ARV, check out comparable sales (comps) on sites like Zillow or Redfin, or talk to a local realtor for a better idea of what similar homes are selling for in the area.

I haven't heard of the bi-weekly credit card payment idea.

In most cases, neither is warranted.Warning: I am not an attorney, and this can be a complicated topic.

If you ever have questions or need to bounce ideas around, don’t hesitate to reach out.

It never hurts to call them back to see if they have any idea what they are doing just for the reason you said - if they are decent, hop on that list.

If needed for reference, the questions I have for the CPA are posted at:https://www.biggerpockets.com/forums/51/topics/1221080-1031-...