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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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Browse the archive.

Page 21 of 29
EP288
EP288 · Mar 15, 2022

Ron Baker - How Pricing On Relationship Can Transform Your Bookkeeping Business

30-sec brief
This week's guest, Ron Baker, discusses the importance of pricing based on achieving customers needs, not billable hours.
EP287
EP287 · Mar 8, 2022

Kerri Thompson - How To Train Your Mind For Success

30-sec brief
This week's guest, Kerri Thompson discusses how you can improve your mindset in order to achieve success.
EP286
EP286 · Mar 1, 2022

Scott Allen & Maria Soriano Young - How To Create An Unforgettable First Impression To Attract Bookkeeping Clients

30-sec brief
This week's guests, Scott Allen and Maria Soriano Young discuss making a great first impression and engaging online presentations.
EP285
EP285 · Feb 22, 2022

Bruce Gerstenfeld - How Time Management & Big Dreams Create Successful Bookkeepers

30-sec brief
This week's guest, Bruce Gerstenfeld discusses the power of time management and how it helped him achieve his business dreams.
EP284
EP284 · Feb 15, 2022

Mark Wickersham - How An Entrepreneurial Mindset Can Change Your Bookkeeping Business For The Better

30-sec brief
This week's guest, Mark Wickersham discusses value pricing and having an entrepreneurial mindset.
EP283
EP283 · Feb 8, 2022

Beth Blaney - How To Empower Yourself To Achieve Your Bookkeeping Business Dreams

30-sec brief
This week's guest, Beth Blaney will discuss how to be authentically you while chasing your bookkeeping business dreams.
EP282
EP282 · Feb 1, 2022

Emily Tarney - How Bookkeepers Can Embrace Innovation

30-sec brief
This week's guest, Emily Tarney will discuss how bookkeepers can embrace innovation & create a mindset focused on abundance.
EP281
EP281 · Jan 25, 2022

Jamie Van Cuyk - How To Build A Great Team To Support Your Bookkeeping Business

30-sec brief
This week's guest, Jamie Van Cuyk will discuss overcoming the challenges of hiring the right help, at the right time.
EP280
EP280 · Jan 18, 2022

Janet Mercredi - Overcoming Your Fears By Planning For Success

30-sec brief
Janet Mercredi is a certified Profit First professional and business coach who discusses how she created her thriving bookkeeping business.
EP279
EP279 · Jan 11, 2022

Matthew Pollard - How Bookkeepers Can Succeed At Networking & Sales More Easily

30-sec brief
This week's guest, Matthew Pollard, who is the author of The Introvert's Edge To Networking, will discuss how bookkeepers can improve their networking and sales skills.
EP278
EP278 · Jan 4, 2022

The Successful Bookkeeper Year-In-Review Show! Part 2

30-sec brief
We are joined by a panel of amazing bookkeepers including Debbie Roberts, Teresa Slack, Julie Watson & others who share what strategies worked in 2021, what strategies failed and what they will carry into the new year as they plan for the future.
EP277
EP277 · Dec 28, 2021

The Successful Bookkeeper Year-In-Review Show! Part 1

30-sec brief
We are joined by a panel of amazing bookkeepers including Debbie Roberts, Teresa Slack, Julie Watson & others who recount their biggest surprises, greatest setbacks and most heartwarming stories of 2021.
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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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