Being a broker myself, I can attest to the incredible value you can bring to clients by understanding not only the brokering side of things, but the application of those funds. 

While BRRRR works for scaling, explore turnkey rentals or creative financing in cash flow-heavy markets to accelerate growth.This post does not create a CPA-Client relationship.

Help your clients write smart offers based on #4.

They do know and want something in place you will have to go back to them to fix, or they're doing their best to go with the client's unrealistic wishes and don't have the guts to tell them that won't work.After dealing with plenty of these, I will tell you what I see works best. 

In conclusion: because Kiavi does not know or does not care about Taylor’s chronic ineptitude; because Kiavi has never bothered to put together an introductory email document to clients explaining the steps, requirements and responsibilities of the refinancing process; and because Kiavi does not bother to fix an obviously broken client portal website, it’s clear that the company does not strongly value customer experience and satisfaction.

This is what my company does for our clients..

Your assumption about them being understaffed or prioritizing larger clients could very well be true.

My firend once had a client who did a high end remodel in a somewhat modest neighborhood.

But after working with him, I realized he was very systematic and mostly cared about closing deals without much care for the client's long term needs.Here’s an example: I had a $10K escrow with the seller—$5K due upfront and $5K after the inspection.

🎉I’ve helped clients transition into STR ownership before, and your situation brings up some great questions.