I'm willing to help this person in any way I can.

I received an email from that person as i was looking for a lender for a long term relationship to be a partner.

Initially I didn't have a personal connection to the area and didn't know much about the city.

I’m an investor and student of the game when it comes to building passive income and a solid portfolio.

I use quicken for personal and WAVE for my businesses.  

My office manager tracks them on a spread sheet but personally I don't think that is necessary if you have good key box inventory.

They both had good intentions and I have personally seen the inner workings of the business in attempting the "Done for you" model.

Saw an ad on Craig's List, I negotiated the deal personally on the first meeting.

Other companies have come in person to do it.Every year, I get new 4-point inspections on ALL of my properties and send to my agent to re-shop my insurance rates. 

It can only be addressed in a one-on-one manner, because if you ask another CPA for a second opinion, it very well can be the opposite from the one you asked first.Here're a few of my personal pointers.1.