I am not the most technical person but in this day and age, not being technical is even more reason to welcome opportunities to use platforms that help develop that skill. 

My accountant was charging $100 each which I thought was a little high they are very simple if you have an easy platform .

Sounds to be like you are seeking retirement advice on a platform that mostly advocates for long term wealth.

Non stop action taking and never giving up plus always making sure we give our absolute best to clients and always reply never making anyone wait and go to a competitor :)  I have Ads, I have a lot of social media posts and updates on all social media platforms daily. 

@Patricia Andriolo-BullStessa is an excellent platform for tracking income and expenses for investors; it is user-friendly.

Great people, intuitive platform, get their K1s out on time and returns have met expectations...one of the reasons I am invested in two funds at this point as the first investment was really to test the waters and validate I was a good fit.  

Do you like being a host on that platform?

hi @Dave Skow, like everyone says above the up front "platform fee" is non-refundable.

Highly suggest some YT videos for training / help on the platform.

In addition to that, platforms like HomeAdvisor or Angi are great for finding vetted professionals, and local builders associations or the Greater Beaumont Chamber of Commerce may have directories or recommendations.