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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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EP372
EP372 · Aug 1, 2023

Amanda McKinney - The Importance Of Courage In Building Confidence

30-sec brief
Amanda McKinney shares how to get focused on what really matters and have the courage to chase your dream, no matter the challenges.
EP371
EP371 · Jul 25, 2023

Lisa Campbell - Build A Brighter Future By Finding Your Why

30-sec brief
Lisa Campbell shares how knowing your why can help you find the proven path to success.
EP370
EP370 · Jul 18, 2023

Julie Daniluk - Unlocking The Secrets To A Long & Healthy Life

30-sec brief
Julie Daniluk breaks down the impact of stress on our long-term health and explores the right foods and snacks to help us live longer and happier.
EP369
EP369 · Jul 11, 2023

Jessica Fox - The Significance Of Cultivating Community & Connection - Part 2

30-sec brief
Jessica Fox shares the value of standing out from the crowd, how to overcome our paralyzing fears and the importance of working to build community.
EP368
EP368 · Jul 4, 2023

Jessica Fox - The Secrets To Overcoming Limiting Beliefs - Part 1

30-sec brief
Jessica Fox discusses the power of belief in overcoming limiting mindsets that will help unlock your full potential.
EP367
EP367 · Jun 27, 2023

Jeffrey Klubeck - Overcoming The Curse Of Knowledge

30-sec brief
Jeffrey Klubeck shares how to break down the barriers of encoded thoughts, so you can be open to new and different ways of doing things. 
EP366
EP366 · Jun 20, 2023

Carol Bowser - The Conflict Management Crash Course

30-sec brief
Carol Bowser discusses how to have great success at removing, training, and changing conflict triggers before they have a chance to take hold.
EP365
EP365 · Jun 13, 2023

Beth Blaney - The Secrets Of Successful Goal Setting

30-sec brief
Beth Blaney shares tips on how to achieve your goals by working authentically with the right people and setting the right goals for your business.
EP364
EP364 · Jun 6, 2023

Gina Cotner - Everything You Ever Wanted To Know About Virtual Assistants

30-sec brief
Gina Cotner shares how you can focus on finding people to fill your gaps so you can do more of the things you love in your business.
EP363
EP363 · May 30, 2023

Mark Kappleman - How To Find The Niche Within The Niche

30-sec brief
Mark Kappleman shares how to identify your niche to create and build market opportunities to help your clients achieve their dreams.
EP362
EP362 · May 23, 2023

Jessica Lackey - How To Design A Sustainable Vision

30-sec brief
Strategy and operations consultant, Jessica Lackey discusses the value of making thoughtful decisions to build sustainable and well-rooted businesses.
EP361
EP361 · May 16, 2023

Sally Helgesen - How To Bridge The Communication Divide

30-sec brief
Sally Helgesen shares how to create more inclusive businesses and networks, by focusing on what unites us, what is real, and what moves us forward, rather than the distortive influence of other media.
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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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