We've hired a book keeper which will help organize the past, but we need to have a grip on the future.

The better organized you are the easier it will be for the CPA AND less expensive. 

For instance, I work with a lot of investors but I'm also  active with my church and other social organizations.

. - Need to get organized, understand kids in a rental vs Teens in rental vs Who the hell knows.

From what I have read on local news sites and on comments on the city's Facebook page.... it has to do with organic matter coming from Lake Adrian. 

She has seen extremes and works with the best and probably she expects the same2) She works with folks with money... imagine how may Drs or Nurse Anthologist walk about there in that section of hospital 3) Earning 100K from a large organization is SAME as making 200K outside via independent business after adjusting for job security, health benefit  and all those4) History repeats itself with different variations.

If it's a larger organization, feel free to inquire about their different staff qualifications.2.

My bigger question is how much to go into the detail regarding cleanliness/ organization?

I don't like the default app in IOS or Android (not enough functionalities) but other pure CRMs are either way too much (I don't need to handle a business activity, just organize my contacts efficiently).

Makes sense, and yeah they have specific ones about smarter grocery shopping, organizing debts and paying off higher interest ones first, hiring a financial planner, etc.