We hired a internet marketing person whose business consists exclusively of real estate clients who redesigned our website, initiated a program of SEO and social media marketing aimed both at deal flow (real estate borrowers and mortgage brokers) and capital (passive investors).4.

I want to give my clients the best value and service and I can't think of a better group to get insight from.

Use DIY tools for straightforward cases but consider professional help for maximum savings and audit protection.This post does not create a CPA-Client relationship.

How does it work when you're entering into a relationship with a client?

While I don't actively work with commercial deals I work with our commercial broker in our office to connect my clients.

They do know and want something in place you will have to go back to them to fix, or they're doing their best to go with the client's unrealistic wishes and don't have the guts to tell them that won't work.After dealing with plenty of these, I will tell you what I see works best. 

I have not yet but I am planning to look into it for a client in the near future.

I have a basic spreadsheet built for clients that I'm happy to share for free.

*This post does not create a CPA-client relationship.

I helped a client get a combo car wash- self storage property a few months ago here in DFW.