The Successful Bookkeeper Podcast · 500+ Episodes

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Ask the Show · Answered from 3 episodes
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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Showing 522–516 · 527 total
EP527
EP 527 · Apr 8, 2026

The Hiring Mistake That Cost Me $40K — And What I'd Do Differently

with Marcus Chen
30-sec brief
Marcus rushed his first hire and paid twice — in salary, then rework. The onboarding system he built after is the real lesson.
EP526
EP 526 · Apr 1, 2026

Why Your SOPs Aren't Working — And How to Fix Them

with Teresa Slack
30-sec brief
Most bookkeepers write SOPs nobody uses. Teresa's fix: stop documenting what you do, start documenting what "good" looks like.
EP525
EP 525 · Mar 25, 2026

Closed to New Clients: Building a 6-Figure Solo Practice by Design

with Jessica Fox
30-sec brief
Two-to-three month waitlist, 30 hrs/week, zero employees. Jessica said no to growth on purpose — and the freedom she built is proof it's allowed.
EP524
EP 524 · Mar 18, 2026

The Email That Changed Everything — Lisa Campbell's Origin Story

with Lisa Campbell
30-sec brief
Lisa was drowning — six figures of debt, three kids, every weekend working. The email she almost didn't open is the one that rebuilt her life.
EP523
EP 523 · Mar 11, 2026

Systematizing a 3-Person Firm Without Losing the Culture

with Sarah Mitchell
30-sec brief
Sarah's team was drowning in inconsistency. Systems doubled her capacity — and her clients never noticed a thing.
EP522
EP 522 · Mar 4, 2026

Reverse Opt-Out Pricing — From $14K in Year One to 11 Staff

with Brad Wolford
30-sec brief
Brad's pricing letter asked clients to opt out instead of opt in. Less than 5% did. The actual letter text is inside.
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Michael Palmer

Michael is the co-founder of The Successful Bookkeeper Global and has spent the last decade talking with the bookkeepers quietly building extraordinary firms. What started as a handful of conversations is now 500+ episodes — and one of the largest bookkeeping communities in the world.

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From $50/Hour to Value Pricing — How Rebecca Tran Rebuilt Her Firm
EP 528 · Rebecca Tran
17:42
54:08