*This post does not create a CPA-client relationship.

With our client we have them create their own profile and add us as a co-host.

Looking for advice from those with experience: We manage a small multi-family property, and we have a strong suspicion of drug use in one unit.

Friends, family, past clients, co-workers, etc.

For our planning clients we use software where you can link all of your accounts and manually enter too, and so it operates initially like Mint but goes way further with great analysis in all core areas, particularly taxes.  

Lower risk and potentially higher reward.I have a client who is exploring buying a golf cart and putting that on Turo. 

Given my current business model for lending, my preference is to be the primary point of contact with my borrowers and to maintain a strong relationship with those individuals.  

I was able to refer them to a client of mine who also needed the same assistance, however, I cannot vouch for their abilities.

My cpa won't even take a sd case since its cost prohibitive for his company (even if billing by the hour) and the client.

The big "IF" here is that demand for Tulum as a vacation destination continues to be strong or grow.