I tell agents to meet the client in the office and have the secretary make a copy of their ID and write the schedule in a log (it's fake).

Someone gave me a shot to be my first client. 

Congratulations Janel, I have a client that with his partner owned 10,000 doors east of the Mississippi and about 4 years ago went into the storage business.

I have had clients fly me to different cities just to walk the property. 

Brown I personally wouldn't waste your time putting together rudimentary financials for your investor clients.

I had one client who hired the adjuster just because of that and took the chance of an increased settlement as a bonus. 

If you're a great client who continually brings them business with a track record of strong financial deals...you're a dream come true for them.Opportunity Costs: Sophisticated investors often employ a metric called Internal Rate of Return (IRR), which looks at a potential investment compared to other investments.

I think any strong due diligence with a service company entails speaking with their current clients, multiple clients that have owned multiple properties for a number of years from the provider.

I'm not soliciting clients, just offering advice :)With a contracting business, and ONLY for a chart of accounts initial set-up, yours should be pretty straightforward, unless you plan to do job costing and estimates through QB and require items and services to be input as well. 

Inspection reports are expected to note a bunch of irrelevant items, so the inspector looks like they are doing a thorough job to their client.