Help your clients write smart offers based on #4.

I use QBO to keep track of my properties and do this for my bookkeeping clients also.

One of my clients recently just purchased a 3/1 single family house that will become a section 8 rental and they will be renting it out for $1550/mo which is well over the 1% rule.

Then, we match the properties that passed the data mining engine against the specific financial situation and goals of individual clients.

That is actually still challenging enough, as many clients have told us - in hindsight they were glad we talked them out of a full-blown rehab.

Hi, Ohio is a great place to invest in real estate my clients from all over the world definitely agree.

At our firm (tax advisory) we are offering a service to help clients with this and we expect many tax/cpa/law firms will as well. 

I feel this gives me the flexibility to find the right solution for my client and not just sell what my bank offers.I'll also throw in my 2 cents on common differences I've seen in my career:CDFIs - Because of their subsidized financing structure, they have the ability to be a low cost lender (and sometimes provide grants).

Clear financial separation ensures all rental expenses are deductible, maintains legal protections, and simplifies tax compliance.This post does not create a CPA-Client relationship.

I want INFORMED clients.