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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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EP528
EP528 · Apr 21, 2026

Teresa Slack - From $18/Hour To Million-Dollar Firm:The Pricing Shift

30-sec brief
Teresa Slack shares how pricing mistakes nearly broke her business—and how she fixed them to build a million-dollar firm.
EP527
EP527 · Apr 14, 2026

Justin Atherton - The Clarity Advantage Most Bookkeepers Ignore

30-sec brief
Justin Atherton shares how your words impact trust, deadlines, and results—and how to fix it fast.
EP526
EP526 · Apr 7, 2026

David Homan - Why Networking Feels Broken & What Actually Works - Part 2

30-sec brief
David Homan shares how to build real relationships, overcome hesitation, and turn everyday connections into lasting business growth.
EP525
EP525 · Mar 31, 2026

David Homan - Why Networking Feels Broken & What Actually Works - Part 1

30-sec brief
David Homan shares a practical approach to building trust, creating real connections, and turning your network into meaningful opportunities.
EP524
EP524 · Mar 24, 2026

Gina Cotner – The Simple Accountability System That Gets Work Done

30-sec brief
Gina Cotner shares a practical framework for holding your team accountable, improving delegation, setting clear deadlines, and building high-performing leaders inside your bookkeeping firm.
EP523
EP523 · Mar 19, 2026

Spotlight - Joe Woodard - How To Stay Relevant In The AI Era

30-sec brief
Discover how AI is reshaping bookkeeping with insights from Joe Woodard. Learn how to evolve your services, pricing, and role to stay relevant.
EP522
EP522 · Mar 17, 2026

Linda Hunt - How To Price & Package Your Services Without Burning Out

30-sec brief
Linda Hunt shares how bookkeepers can prevent burnout, package services properly, manage scope creep, and raise prices with confidence.
EP521
EP521 · Mar 10, 2026

Julee Gracey - How Bookkeepers Can Raise Prices & Win Better Clients

30-sec brief
Julee Gracey shares how bookkeepers can build confidence, raise their prices, improve networking, and attract better clients by getting sold on themselves first.
EP520
EP520 · Mar 3, 2026

Amy Jacobson - Emotional Intelligence For Bookkeepers

30-sec brief
Emotional intelligence expert, Amy Jacobson shares how bookkeepers can build client trust, improve communication, and lead stronger teams using practical EQ strategies.
EP519
EP519 · Feb 24, 2026

Teresa Slack -  The Road To A Million-Dollar Bookkeeping Business - Part 4

30-sec brief
Teresa Slack shares how systems, pricing, and team structure turned her bookkeeping firm into a scalable, profitable, and sellable business.
EP518
EP518 · Feb 17, 2026

Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 3

30-sec brief
Teresa Slack shares how focused implementation, value pricing, and investing in systems helped her bookkeeping firm gain momentum and move beyond survival.
EP517
EP517 · Feb 10, 2026

Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 2

30-sec brief
Teresa Slack shares the turning point that forced a full reset of her bookkeeping firm, including tough decisions around staff, pricing, and investing in systems to rebuild.
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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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