My 9-5 is in digital marketing and we remind clients all the time that landscape is better for the web so that's a "duh" moment for me.

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.