You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.Good luck.

If the conversation gears towards STRs, share 1-2 tips/anecdotes that can add value to them... the same can be applied to other business owners/contacts made during the meeting. 

Thanks to everyone in advance on your responses. 

I am trying to figure out how J and Dave got to $65,000 in the following section (I am reading the eBook version so page numbers won't correspond with the physical book):  Towards the end of Chapter 2; "Finally, notice that the owner equity in this business totals about $65,000; because John is sole owner of the business, that $65,000 is the value that John transfers to his PFS and can claim as his ownership value in the company.”Everything up to this point was clearly explained on how they got to the number, except this $65,000.

With a major home remodel and addition under my belt and a strong interest in environmentally responsible home building, I am gearing up to begin an investing journey.

I take full responsibility for my own mistakes and my own learning curve.

Thanks for these tips - great lines and I will definitely add those to my reading list!

His name is David Richards in the Houston area.

The responsibilities of the PM are defined in the agreement with the Board.

The lender also ran the numbers to see if I would qualify and the numbers below reflect info given by me to him and his calculations.