Javier Tejera
Advise on CRM software to keep track of Clients
Hello guys/gals, I was told that I should use a Customer Relations Management software to keep track of Networking contacts for the SEC Rule 506 on Non-accredited investors previous relationship rules... Does anyone h...
Arthur Neves
How to engage with previous customers ?
I was wondering, how a real estate agent keep up with their old leds. I see my agent keep sending some random newsletters that mostly don’t add value. Although I still remember her, because she is in my inbox ever 3 m...
Magnuson Mueller
Best software to use.
I'm looking for the best websites/software to view reliable and relevant real estate data in my area. If there is none, what websites are you guys going to in order to find accurate statistics of real estate in the ar...
Samuel S.
Buildium vs Quickbooks; Use both?
Hi BP folks,Just looking for input on whether Buildium (or any other PM software) can/should be synced with QuickBooks ? I've been reading a lot of threads on here pertaining to which property management software wor...
NA Poteau
Rental Proceeds to someone other than owner of record - third party
We've been asked by an owner to deposit net rental funds into a third-party account that is not in ownership of the rental property. Is this allowed? Who gets the 1099?
Alma Alvarado
Property Management / Rentals
Hello All, First post! Here it goes..My company is currently attempting to start a successful property management company. They have tasked me with setting up the bookkeeping and accounts. Current set up: We created a...
Hussain Harun
Switching FROM Quickbooks to other accounting sofwares (Xero, Freshbooks)
Hi,I was wondering if any investor or CPA can chime in on their thoughts about switching away from Quickbooks to another accounting software?I have been using Quickbooks online for years and love that it's the industr...
Trenton Pelloquin
Bookkeeping for long term hold rentals
Looking for recommendations for bookkeeping software to help manage my rental portfolio. My partner and I buy and rehab properties, then refi and hold long term (BRRRR). We also manage 2 other companies together that...
Daria B.
in search of CPA...duties
Didn't know where else to post this....For those that have CPAs whether for the first time or habitual use, do you get an electronic organizer each year to fill in all your 1099- info, w2 (if you have), SchE data, et...
Ryan Rocchi
Doorloop vs Appfolio
We are trying to decide on a property management software for our company. We currently have 105 units and are using a variety of excel, google docs/sheets/calendars, apartments.com (ads and rent collection), docusign...