If a client complains, you can always make a quick call to boost it for the month and then revert back, but I have never had to do that.

It'd be helpful to know what you're looking to accomplish with a system as that dictates choice of which one to go with as they are all a little different. 

Plus, I use it as my CRM to keep all the info about clients, properties, and conversations in one place.May God have mercy upon your soul. 

But on that note I do use about 4 different data sources for comp'ing the property's rental price estimate for my clients.

Acquiring Clients: For those who’ve raised capital successfully and built a strong network of clients, how did you go about finding and nurturing those relationships?

I refer some clients to them.

Most CFO clients that I work with that are new construction/home builders usually target a 20%-25% gross margin as they usually have to deliver high teen returns to their investors.Great question. 

A client came in and I was looking at his financials and saw that he was bringing in about $50k a month and asked him what the heck he was doing to make that.

The ADA defines "readily achievable" as “easily accomplishable and able to be carried out without much difficulty or expense.”Without much difficulty or expense is substantially different for a small mom and pop restaurant than it is for Google or TJ Max.

This also helps with tax planning so clients aren't blindsided.The tools/software that clients use is as varied as the clients themselves.