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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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EP324
EP324 · Oct 11, 2022

Erin Daiber - Healthy Boundaries And How They Grow Your Bookkeeping Business

30-sec brief
Erin Daiber, CEO of Well Balanced Accountants talks about self-development work and the need to find people who can help us avoid the same pitfalls and traps common in the bookkeeping industry.
EP323
EP323 · Oct 6, 2022

Spotlight - Ron Baker & Ed Kless - How To Find The Right Model To Suit Your Business - Part 3

30-sec brief
Ron Baker and Ed Kless, co-hosts of The Soul of Enterprise podcast discuss the power of tying your wealth and revenue to access service, innovation and transformation that takes customers from where they are to where they want to be.
EP322
EP322 · Oct 4, 2022

Andrew Wall - Why Continuous Learning Is Vital For Your Bookkeeping Business

30-sec brief
Andrew Wall, managing partner of CPA4IT, discusses the need for continuous learning to keep up with evolving technology.
EP321
EP321 · Sep 27, 2022

Louie Prosperi - How To Build Relationships To Improve Your Bookkeeping Business

30-sec brief
Louie Prosperi, founder of Strategic Clarity and our new Spotlight session host, discuss the advantages of learning from others, and the upcoming Successful Bookkeeper events.
EP320
EP320 · Sep 22, 2022

Spotlight - Ed Kless - Discovering Effective Valuation In The Subscription Model - Part 2

30-sec brief
Ed Kless, senior director of Sage Accounting Solutions and co-host of The Soul of Enterprise podcast talks about unlocking the potential of subscription modeling.
EP319
EP319 · Sep 20, 2022

Coreen Wright - How To Build A Community By Finding Your Tribe

30-sec brief
Coreen Wright, President and Owner of Faith Accounting and Consulting Services, talks about overcoming limiting mindsets to leverage your skills and connections to create the perfect bookkeeping business for you.
EP318
EP318 · Sep 13, 2022

Natalie Eckdahl - Why Having A Niche Can Save Your Bookkeeping Business - Part 2

30-sec brief
Natalie Eckdahl, founder of BizChix, discusses the need to focus on a bookkeeping niche.
EP317
EP317 · Sep 6, 2022

Natalie Eckdahl - How To Build A Successful Mindset - Part 1

30-sec brief
Natalie Eckdahl, founder of BizChix, talks about shattering glass ceilings, empowering women in business and how to create the life of your dreams.
EP316
EP316 · Sep 1, 2022

Spotlight - Ron Baker - Embracing The Power Of The Subscription Economy - Part 1

30-sec brief
Ron Baker, author, and radio talk show host talks about the value of the subscription economy and the importance of your niche and providing uncommon offerings.
EP315
EP315 · Aug 30, 2022

Tanya Hilts - How To Build Your Bookkeeping Business Success

30-sec brief
Tanya Hilts, founder of Cloud Business Services, shares the key ingredients for having a successful bookkeeping business.
EP314
EP314 · Aug 23, 2022

Michael Eckstein - Understanding The Value Of Having A Bookkeeping Niche

30-sec brief
Michael Eckstein (aka - LinkedIn's Cutest Accountant) will provide tips on how to find and understand your bookkeeping niche.
EP313
EP313 · Aug 16, 2022

Dawn Brolin - How To Recognize Your Value To Achieve Success

30-sec brief
Dawn Brolin, CEO of Powerful Accounting shares how confidence, understanding and continuous learning can help you become the best possible version of yourself.
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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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