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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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EP468
EP468 · Apr 8, 2025

Nick Mullen - Cybersecurity Mistakes That Could Cost You Everything

30-sec brief
Cybersecurity expert Nick Mullen shares how ransomware, social engineering, and weak safeguards put bookkeeping firms at risk—and what you can do to protect your business now.
EP467
EP467 · Apr 1, 2025

Debra Kilsheimer - Building A Bookkeeping Business On Your Own Terms

30-sec brief
Debra Kilsheimer discusses the importance of value-based pricing, leveraging technology, setting client boundaries, and creating a business that supports her lifestyle.
EP466
EP466 · Mar 25, 2025

Rae Gagnon - Scaling A Bookkeeping Business With Systems & Strategy

30-sec brief
Rae Gagnon discusses the power of niching, building systems, and creating financial stability while balancing work and life.
EP465
EP465 · Mar 18, 2025

Brandy Derrick - The Virtual Bookkeeper's Success Journey

30-sec brief
Brandy Derrick shares how she built a successful virtual bookkeeping firm, found her niche in law firms, and attracted clients using LinkedIn, YouTube, and referrals.
EP464
EP464 · Mar 13, 2025

Spotlight - Christine Siegenthaler - The Importance Of Contingency Planning For Bookkeepers

30-sec brief
Christine Siegenthaler shares insights on how solo bookkeepers can protect their business with contingency planning.
EP463
EP463 · Mar 11, 2025

Jamie Van Cuyk - The Must-Know Steps For Hiring & Delegating Successfully

30-sec brief
Jamie Van Cuyk shares her insights on how to confidently hire, delegate, and scale your bookkeeping business.
EP462
EP462 · Mar 4, 2025

Dr. Angela Jackson - Why Employee Well-Being Drives Productivity & Profitability

30-sec brief
Dr. Angela Jackson shares how investing in employee well-being leads to higher productivity, profitability, and workplace engagement.
EP461
EP461 · Feb 25, 2025

Lou Clarke - Money, Mindset & Mastery:Unlocking Business Success

30-sec brief
Lou Clarke shares how bookkeepers can shift into advisory roles, price confidently, and build a thriving business with a strong money mindset.
EP460
EP460 · Feb 18, 2025

Kristen Corey - How To Build A Website That Attracts Clients

30-sec brief
Kristen Corey shares how bookkeepers can build effective websites, enhance their online presence, and use marketing strategies to attract and convert clients.
EP459
EP459 · Feb 11, 2025

Stephanie Kelcey - How To Empower Clients Through Mindset Shifts

30-sec brief
Stephanie Kelcey discusses the importance of systems, community support, and empowering business owners to break through financial and mental barriers.
EP458
EP458 · Feb 6, 2025

Spotlight - Karen Ainley - Mastering Automation To Elevate Client Relationships

30-sec brief
Karen Ainley discusses how AI, automation, and evolving client expectations are transforming the bookkeeping profession and empowering bookkeepers to deliver greater value.
EP457
EP457 · Feb 4, 2025

Jessica Fox - The Secrets To Stress-Free Bookkeeping

30-sec brief
Jessica Fox shares her proven strategies for simplifying tax season, setting boundaries, and achieving work-life balance through effective systems.
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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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