I have a spreadsheet I created for clients.

@Tyler Koller, we use QBO for all of our Clients but I don't recommend it as a PM software (since it's not that).

Hey Matt, As a solo-shop, I use the following to stay on top of my client's minds and files: 1.

We can only hope future clients get their expected return.

Quote from @Simon Walker: Quote from @Andrew Syrios: Could you "split the difference" so to speak and go back to work for yourself but limit the number of clients you take on so you only need to work 20 or so hours a week?

If they work independently, set their schedule, and use their resources, they might qualify as a 1099 contractor, but misclassification risks IRS penalties.Wages for W-2 employees and payments to 1099 contractors are both deductible business expenses, but compliance is key.This post does not create a CPA-Client relationship.

Failure to meet material participation rules will limit rental losses to offsetting passive income or carrying forward.This post does not create a CPA-Client relationship.

That's why we require clients to spend a couple days with us in Milwaukee up front, so we can get on the same page and determine an asset quality.Hint: the hood looks much better on a spreadsheet than up close in person.

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

I will keep you in mind for any clients or myself!