Do You Need to Be a CFO in Order to Be a Successful Bookkeeper?
Tue Jan 27 2026
"Do I have to offer CFO services in order to REALLY be successful as a bookkeeper?"
No matter what your bar for "success" is here…the answer is no.
Offering CFO packages can be lucrative, absolutely. And it can be tempting to gun for a few high-ticket clients rather than trying to sign 15+ to your roster just to hit the same amount of income.
However…there are plenty of cons you need to take into consideration before deciding to go the CFO route, too.
I'm not saying you shouldn't even think about offering CFO services. They can be great for some bookkeepers. However, I want to make sure you see the big picture and consider every factor here before you jump into something that might not be best for you and your business in the long run.
Let's go over the pros and cons together, shall we?
EPISODE RESOURCES:
Tired of 1099s giving you headaches? Avoid the pain and hassle with my 1099 Client Education System: https://www.katieferro.com/1099ed
Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout
Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb
Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become
Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets
Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).
CONNECT WITH KATIE:
Website: https://www.katieferro.com/
For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:
IG: www.instagram.com/orderlyaccountingbykatie
Email Opt In: www.katieferro.com/email
More
"Do I have to offer CFO services in order to REALLY be successful as a bookkeeper?" No matter what your bar for "success" is here…the answer is no. Offering CFO packages can be lucrative, absolutely. And it can be tempting to gun for a few high-ticket clients rather than trying to sign 15+ to your roster just to hit the same amount of income. However…there are plenty of cons you need to take into consideration before deciding to go the CFO route, too. I'm not saying you shouldn't even think about offering CFO services. They can be great for some bookkeepers. However, I want to make sure you see the big picture and consider every factor here before you jump into something that might not be best for you and your business in the long run. Let's go over the pros and cons together, shall we? EPISODE RESOURCES: Tired of 1099s giving you headaches? Avoid the pain and hassle with my 1099 Client Education System: https://www.katieferro.com/1099ed Start your new year off right with the Intention Setting Workshop, my on-demand workshop all about preparing yourself to crush every goal you have for this upcoming year: https://www.katieferro.com/offers/mSzXz5cA/checkout Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY). CONNECT WITH KATIE: Website: https://www.katieferro.com/ For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list: IG: www.instagram.com/orderlyaccountingbykatie Email Opt In: www.katieferro.com/email