Usually, my clients already have a tax advisor, which I work in with. If they don't, I can suggest an advisor from within my trusted network. Clients get the best outcome when their bookkeeping, tax advisor and CFO all work together towards a common goal, but focusing on their respective areas of expertise. Often, I oversee the bookkeeping function, as I need to ensure the reliability of the numbers for decision making purposes, however I also can manage the bookkeeping through my outsourcer partner if the clients require this.