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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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EP378
EP378 · Sep 5, 2023

Andrea Driessen - The Secrets To Improving Your Communication Skills

30-sec brief
Andrea Driessen shares how to think differently about the ways we communicate with others.
EP377
EP377 · Aug 29, 2023

Brittany Dixon - Everything You Need To Get Productive In Your Business

30-sec brief
Brittany Dixon shares how you can shift your mindset to focus on consistency and the true value of your work.
EP376
EP376 · Aug 22, 2023

Carla Caldwell - The Importance Of Mastering Delegation

30-sec brief
Carla Caldwell dives into what it takes to create confidence as a leader, how to master delegation and what can happen in your business when you’re open to learning from others.
EP375
EP375 · Aug 15, 2023

Erin Daiber - Leading With A Growth Mindset

30-sec brief
Our guest, Erin Daiber, talks about a growth mindset in good leadership that will lead your business to a brighter future.
EP374
EP374 · Aug 8, 2023

Joey Coleman - How To Build Long-Term Relationships With Your Employees & Clients

30-sec brief
Joey Coleman shares how to keep your clients and employees for the long term by building healthy and open connections.
EP373
EP373 · Aug 3, 2023

Spotlight - Jamie Beresford - Understanding The Future Of Cyber Safety

30-sec brief
Jamie Beresford talks about what it takes to control access to client data, manage and mitigate risks and keep ourselves safe online. 
EP372
EP372 · Aug 1, 2023

Amanda McKinney - The Importance Of Courage In Building Confidence

30-sec brief
Amanda McKinney shares how to get focused on what really matters and have the courage to chase your dream, no matter the challenges.
EP371
EP371 · Jul 25, 2023

Lisa Campbell - Build A Brighter Future By Finding Your Why

30-sec brief
Lisa Campbell shares how knowing your why can help you find the proven path to success.
EP370
EP370 · Jul 18, 2023

Julie Daniluk - Unlocking The Secrets To A Long & Healthy Life

30-sec brief
Julie Daniluk breaks down the impact of stress on our long-term health and explores the right foods and snacks to help us live longer and happier.
EP369
EP369 · Jul 11, 2023

Jessica Fox - The Significance Of Cultivating Community & Connection - Part 2

30-sec brief
Jessica Fox shares the value of standing out from the crowd, how to overcome our paralyzing fears and the importance of working to build community.
EP368
EP368 · Jul 4, 2023

Jessica Fox - The Secrets To Overcoming Limiting Beliefs - Part 1

30-sec brief
Jessica Fox discusses the power of belief in overcoming limiting mindsets that will help unlock your full potential.
EP367
EP367 · Jun 27, 2023

Jeffrey Klubeck - Overcoming The Curse Of Knowledge

30-sec brief
Jeffrey Klubeck shares how to break down the barriers of encoded thoughts, so you can be open to new and different ways of doing things. 
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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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