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The Successful Bookkeeper Podcast

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Ask TSB · 3 episodes · 1 article
Preview
How do I raise my prices without losing clients?
Answer

Across the episodes, the bookkeepers who raised prices successfully did three things in common — and the order matters.

1. They got crystal clear on the value before the conversation. Every pricing shift in the library happens at a catalyst moment, not from learning a methodology. For Kimme Lafayette it was COVID hitting her cash flow. For Dan Baker it was a client doing $600K in revenue with a $19K T4 — the number was undeniable.

2. They structured the conversation as an invitation, not an announcement. Brad Wolford's "reverse opt-out" letter is the cleanest template: clients had to opt out of the new pricing, not in. Almost nobody opted out.

3. They accepted that some clients would leave — and that's the point. The clients who don't pay more are usually the clients draining your evenings and weekends. Letting them walk is what unlocks the capacity for the next tier.

2 of 3 free questions used today Members ask unlimited questions — plus download Brad's actual letter as an Action Pack.
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EP35
EP35 · May 9, 2017

Lisa Campbell-Marchese - How To Organize Your Office & Be More Efficient!

30-sec brief
Learn why having systems is crucial in organizing any part of your life including your office.
EP34
EP34 · May 2, 2017

Mark Wickersham - How To Use Value Pricing In Your Bookkeeping Business

30-sec brief
Discover tips on how to use value pricing in your bookkeeping business.
EP33
EP33 · Apr 25, 2017

Nancy Gwynne-Vaughan - How Streamlining Your Family Tasks Can Help Your Bookkeeping Business

30-sec brief
Learn why delegating tasks to family members is a must.
EP32
EP32 · Apr 18, 2017

Angela Meharg - How To Improve Your Customer Service

30-sec brief
Learn the crucial questions to ask your client that could be the key in solving their major problems and catapulting them to greater success
EP31
EP31 · Apr 11, 2017

Melanie Power - Why Joining A Bookkeeping Group Can Power Your Success

30-sec brief
Discover tips on how to collaborate with bookkeepers across the globe.
EP30
EP30 · Apr 4, 2017

Jan Haugo - How To Be A Leader For Your Bookkeeping Clients

30-sec brief
Learn tips on how to be an effective leader for your clients.Jan
EP29
EP29 · Mar 28, 2017

Debbie Roberts - How To Create Realistic Business Goals You Can Achieve!

30-sec brief
Discover insight that can help you evaluate what you want to achieve then create goals to achieve what you desire.
EP28
EP28 · Mar 21, 2017

Alan Salmon - 3 Tools EVERY Bookkeeper Should Consider Using

30-sec brief
You'll learn 3 tools that can dramatically increase your productivity and efficiency.
EP27
EP27 · Mar 14, 2017

Dr. Ivan Misner - Powerful Business Networking Tips From The Founder of BNI

30-sec brief
Learn how certain body language cues in others can enable you to approach them more easily when business networking.
EP26
EP26 · Mar 7, 2017

Melissa Lenos - How To Create A Great Workplace Culture

30-sec brief
Tips on hiring and having good staff communication to create a terrific workplace culture.
EP25
EP25 · Feb 28, 2017

Garry Carter - Bookkeepers Are More Valuable Than They Think

30-sec brief
Why your day-to-day client care is crucial to establishing trust and value.
EP24
EP24 · Feb 21, 2017

Mike Michalowicz - Become A Profit Advisor, Not Just A Bookkeeper

30-sec brief
Tips on why becoming a profit advisor is more attractive to potential clients than just being a bookkeeper.
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Your Host

Michael Palmer

Michael is the founder of The Successful Bookkeeper and a co-founder of Pure Bookkeeping. He hosts the TSB Podcast — 500+ episodes interviewing bookkeeping business owners, coaches, and operators. He doesn't bookkeep; he's spent 20+ years building the infrastructure that helps bookkeepers build real firms. Based in Richmond Hill, Ontario.

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