I think if you’re just starting out you may be over thinking it to want to automate everything with expensive software.

You have to audit all of their accounting because inevitably late fees will change every statement, utilities are sometimes billed back (or not at all), and god speed if you have a delinquent tenant.

@Clare Yuritch /  @Byron Valles are you using it for personal use or with clients as advisors@Jake DeBoer I'm testing it out for personal use but we have been looking to switch our planning software.

I was wondering if anyone has best practices for using the software and creating follow up campaigns as well as how to appropriately tag conversations when people either are pissed off or say they are not interest.

If you let it go to voice mail, they will keep calling (they use software, like a mojo dialer).About having an LLC.

Some great resources would be here on BP, passive pockets, SEC edgar site (for example you can review Regulation A fund offerings as well as their financial statements to understand how to read audited financials).

I've been in software development for over 15 years and leaving the 9-5 to stay home with our son.

Many of the software just flat won't work otherwise!

I am looking for recommendations for a software to help me with wholesaling and flipping.

I use QuickBooks for our accounting software, and it has a built-in millage track that I use.