Great question! Typically your CPA & bookkeeper are told what to do, and they execute. They usually do not offer advice, and even if they do, it’s usually centered around how to best use QuickBooks or file taxes, not necessarily how to help you manage your finances + grow your business. This can be a great example of the blind leading the blind.   Just like a real estate coach or mentor teaching you how to do a sub to, fix & flip or novation for the first time, your CFO is guiding you along the way: teaching you, encouraging you, keeping you accountable, and making sure you’re making the right decisions for your business & your goals based on your finances. You and your CFO, together, will come up with the exact standards/objectives you have in your business, and you both will focus all of your attention & effort to achieve those (whether that’s paying off your rentals, maximizing cash flow from your rentals, being more profitable on flips, etc.)