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Results (10,000+)
Cody Z. Fellow CPAs: What automation-related advisory services do your clients need most?
29 March 2024 | 0 replies
I wanted to get some feedback from folks who are actively serving clients and see potential areas where their clients have unmet needs.Business intelligence solutions: Data visualization and storytelling to help clients make data-driven decisionsScalable finance and accounting workflow automation: Using ETL tools to streamline processes and reduce manual workOverall workflow solutions: Automating routine and manual tasks to increase efficiencyProcess-level written documentation and standard operating procedures: Ensuring consistency and clarity in business processesDynamic Excel workflows: Enabling users to model data effectively and efficiently at scale"From my experience, if folks have at least a sizable number of properties (25+), they could likely benefit from these areas to increase efficiency, reduce costs, and ultimately improve ROI.I'm eager to hear your thoughts and insights on the automation-related needs you see among your clients.
Rajiv R. 30 yr vs ARM
1 April 2024 | 10 replies
When I have clients contemplating the two, I look at holding plan (you already did this, so great there) and the difference in payment.
Minho Lee Seeking Advice on Real Estate Investment Strategy with $350K
1 April 2024 | 20 replies
It's encouraging to hear about the city's strong job growth and GDP percentage, as well as its pro-investor and landlord environment. 
Clint Jusino What steps would you follow to do a Rehab on a rental property you have just purchase
1 April 2024 | 48 replies
It's an old school one but still holding strong.
Joe Homs AI for lead generation...
31 March 2024 | 11 replies
Sorry, my dude, I have to oppose you (strongly).
Francisco Leal From Madrid to Miami: Escaping Spain's Real Estate Woes to Invest in the Magic City
2 April 2024 | 16 replies
Downtown Miami stands to benefit tremendously in the next 5 years from the completion of the Miami World Center.Don't skip over Edgewater, its central location and new buildings have drawn a lot of clients looking for the Miami life but a bit less noisy. 
Jack Dagnese Looking for a REA in Charlotte County, FL
31 March 2024 | 1 reply
I would love to connect and discuss what my strategy is and in return get feedback from a professional in the area in hopes of finding a match that would be mutually beneficial and lead to a strong business relationship. 
Atlas Blake Rookie Investor - Where To Start?
1 April 2024 | 14 replies
By staying informed, building a strong network, and adapting your strategy based on experience, you'll be better positioned for success in the dynamic world of real estate. 
Keeya WangJones Real Estate Market Crash Preparation : DSCR
2 April 2024 | 26 replies
We've already seen strong demand with rates being high. 
Theresa Holl Managing your STR photo shoot...tips for new hosts
31 March 2024 | 7 replies
The sooner my clients are STR investors rather than Airbnb hosts, the better.