Hi Tomer, My name is Rebecca and my husband and I run Captain Save a Home LLC, Brew City REI Club, Brew City REI Training Cafe and Wisconsin Contractor and Handyman Club based out of Milwaukee, WI.

I know Quickbooks can be its own animal and I will certainly take the time to get some training.  

Once you have gathered a few potential candidates, it's important to ask them about their experience, any specialties they might have, and for references from previous clients.Clear communication about your expectations and the scope of the work is crucial.

These are professionals with additional training and a stricter code of ethics.

Austin, that is exactly the train of thought I had.

I've only seen front door cam footage and this dog does not look like a service dog (perhaps emotional support)- as I used to work with dogs and service dogs are highly trained and responsive.

If your accountant offers QB training or consultation, I would recommend sitting with him for an hour or two to go over your set up and procedures, this is also important.

Emotional support pets are pets- people print up paperwork from the internet so their landlord will allow them to have a pet- they expect their untrained pet to be treated as a service animal, which is a slap in the face to those hard working, trained animals and to the people who train them.

I would love someone who is an active real estate investor and is trained in tax strategy (not a requirement but the more first hand knowledge the better) Anyone got any recommendations for me?

Not all traditional lenders will refinance a hard money loan due to the perceived risk, but many specialty or non-QM (non-qualified mortgage) lenders may be willing to work with you.