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.

By easing into real estate with a well-thought-out plan and measurable goals, you can demonstrate the feasibility of your vision and work toward earning his support for future investments.This post does not create a CPA-Client relationship.

I want INFORMED clients.

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

I use QBO to keep track of my properties and do this for my bookkeeping clients also.

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

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.

half of my clients in Miami are Foreign Nationals, in todays market ive seen 7-9% depending on some factors but im not a lender, just my experience as a real estate agent

I'm from Tampa Florida and I have a few clients that leveraged their portfolio to buy new properties.  

You guys are smart but you feel like you accomplished what you had in mind and now need a goal/plan for what's next.