As I am contemplating leaving Quickbooks, it seems that the best strategy for me is to pay them one month a year for the next 7 years so that I can keep my data available in the event of an audit.

Your strategy may work on a bridge loan, however, you will need to be careful about the balloon payment.

What is your source/strategy for getting direct bookings?

I am curious about strategy?

Disclaimer - I am not an CPA or attorney but I became financially free doing this for myself after 10 years working as a w2 engineer :( and I am sick and tired of seeing highly educated and hard working professionals getting stuck in the rat race because we deserve financial freedom and the option to do more with it.If you are able to implement a real estate professional status tax strategy (REP) you can use passive losses from syndication deals to lower your ordinary W2 income.

If this is an investment strategy you're interested in, read "The House Hacking Strategy" by Craig Curelop. 4.

Stretch goals for the year include: getting my partner started with a flip and providing support as needed - she's a REALTOR, works in property management, and is interested in flipping; begin a marketing campaign to test out wholesaling as a deal-generation strategy.

I also recommend attending local REI networking groups and meetups to connect with fellow real estate investors.Lastly, it's crucial to develop a clear strategy for your investment journey.

@Joseph Hammel,It is your rental business so it is up to you who manages your properties and how much you pay, but I would suggest that you discuss this strategy with your CPA to ensure that you are fully understand all the numbers. 

LO's are my favorite slow exit strategy and have been for a long time.