if I ever want to switch cPA or try to do it online DYI ? 

I did research online and they have very good rating (google review and yelp).

I'm looking up articles online, reading what I can, but I'd love to actually speak with someone, hear experiences. 

Investigate, thoroughly - look up the State Survey's on facilities or if you are looking hard at a place ask for their State Survey or where you can read it online.  

There is always something on clearance, and then stack on the 10-20% off coupons that you can find online or through eBay.

Thanks for any answers or direction to a book or online source that would answer my question. 

Since he at the time had less then a month and half we said we will pick up a check when you get a new account setup instead of doing online payment for that short period.

Many states land records are on line.

I have tried cold calling and researching online, but I have been shooting in the dark and all the responses have been that they are not experienced with it.

Moving to Quickbooks Online and producing a balance sheet and P&L helped a lot, it then looks like any other business.My new guy looked at the cash flow as not contributing to retirement income until the mortgages are paid off (my net with mortgages is trivial).