You can leave your vendors off but starting with the issues/solutions you have gathered would be quite valuable 

In my mind, this would include budget tracking/management, CRM for vendors, links to outside service vendors/resources along with a project management tool. 

@Pascal Enohnyaket as you know the Twin Cities is massive, so depending on what side your on the assorted vendors will range a fair bit. 

I am also a vendor member of the CREIA based in Greenville which is one of the best REIAs that I have been to!

Hi Amit I intentionally chose to ignore vendors that were not transparent with their pricing, since those typically fall into enterprise grade solutions that were outside of the scope of this analysis.

In Canada it's often called vendor take back.

I noticed Padsplit has a preferred lenders page with several companies listed. https://www.padsplit.com/host/get-on-board/vendor-network-re...

I know its expensive but you will be well protected :)Or you save a lot of money and be better protected by doing this consistently and well:-carry appropriate types and amounts of insurance-sign contracts with indemnification provisions- obtain all necessary licenses and permits to operate your business-ensure all vendors/contractors are licensed and insured and list you as additional insured-sign well drafted and fair leases and be a responsive landlord -be an active owner or hire an active PM  who avoids or at worse timely eliminates premises liability exposure The strategies you often read about are sold by alarmist asset protection companies who fail to disclose how impractical they are.

Any preferred vendors for this and recommendations on the best way to set this up? 

To me it seems like an incredible pairing, someone who knows and understands to tools available and has the professional ability to leverage those tools not just for tax returns BUT also for tax planning and strategy.I'm a Stessa Pro member and in talking with the pro support team they do not have any preferred CPAs/vendors at this time.Does anyone know of CPAs who know the system?