
21 October 2024 | 2 replies
For example, I had a client in Austin who worked with a small, local bank.

22 October 2024 | 8 replies
*This post does not create a CPA-Client relationship.

20 October 2024 | 147 replies
They could only handle 1 or 2 clients at a time so the rest would go to crap.

21 October 2024 | 15 replies
*This post does not create a CPA-Client relationship.

18 October 2024 | 37 replies
I did do business with fellow in Charleston SC.. and he paid 100k for training.. when at lunch one day he stepped me through it, he did a deep dive.. this guy only took on 7 clients per year and it was a year long process.. and the clients had to spend a lot of time at his offices for hands on training..

21 October 2024 | 13 replies
Most of my clients are buying newer multis so they can capture high rents and not waste time on the reno where you have no cash flow.

21 October 2024 | 10 replies
I had a client in Philly who went through a similar ordeal.

23 October 2024 | 13 replies
I've seen some clients do this with great results.

22 October 2024 | 17 replies
I have been in the commercial investing scene since I started as an agent since I didn't want to buy in the same arena as my clients, so I have never had the luxury of 30-year fixed debt.

21 October 2024 | 19 replies
A lot of my out-of-state clients (many of them from California!)