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The Successful Bookkeeper Podcast

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Twelve years of conversations with the bookkeepers who built it — every episode and article, instantly searchable and answered in their words.

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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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Page 17 of 46
EP349
EP349 · Feb 28, 2023

Mindy Morrison - Networking For A Successful Bookkeeping Business

30-sec brief
Mindy Morrison, owner of Back Office People, shares her secrets to networking, and valuable tips for business success.
EP348
EP348 · Feb 23, 2023

Spotlight - Shawn Coultice - How To Unlock The Hidden Profits In Manufacturing Bookkeeping Services

30-sec brief
Shawn Coultice, Head of Channel Partnerships at Katana, discusses how a manufacturing niche can be profitable for bookkeeping business owners.
EP347
EP347 · Feb 21, 2023

Melissa Morris - Project Management:How To Create Your Ideal Workflow

30-sec brief
Melissa Morris, owner of the project management and operations consultancy, Agency Authority shares her wealth of knowledge and experience that will help you maximize your teams, increase productivity and grow your profits.
EP346
EP346 · Feb 14, 2023

Jeff Jacobs - How To Build Trust With Your Bookkeeping Clients

30-sec brief
Jeff Jacobs, Director of Development at Wilkins Miller LLC, shares the value of trust in long-lasting connections and how it helps to create strong business relationships.
EP345
EP345 · Feb 7, 2023

Amy Anderson - How To Find Your Ideal Marketing Style

30-sec brief
Amy Anderson, co-founder of Wild Coffee Marketing, discusses finding the right clients, building consistent and engaging profiles and how to feel more at home in your niche.
EP344
EP344 · Feb 2, 2023

Spotlight - Nadia Rodriguez - Advisory Bookkeeping:How To Communicate Your Value

30-sec brief
Nadia Rodriguez, a Senior Tax Analyst Programmer at Intuit, shares how you can leverage your knowledge and skills to help your clients achieve their financial dreams.
EP343
EP343 · Jan 31, 2023

Adrienne Bellehumeur - Discover The Hidden Power Of Effective Documentation

30-sec brief
Adrienne Bellehumeur, author of The 24-Hour Rule, shares the importance of effective documentation and the powerful role it can play in the success of your bookkeeping business.
EP342
EP342 · Jan 24, 2023

Kim Wolfe - How To Build Your Dream Bookkeeping Business

30-sec brief
Kim Wolfe of KAW Solutions shares how to process lead, delegate tasks to free up time, and skilfully navigate obstacles and create successful teams.
EP341
EP341 · Jan 17, 2023

Jamie Van Cuyk - The Secrets Of Effective Hiring

30-sec brief
Jamie Van Cuyk, owner of Growing Your Team, discusses how to hire the ideal employee candidate for your bookkeeping business.
EP340
EP340 · Jan 12, 2023

Spotlight - Jennie Moore - Owning The Awkward Conversation:How To Articulate Your Value

30-sec brief
Jennie Moore, owner of Moore Details and partnership manager at Ignition, talks about finding the fun in your business, embracing mistakes, and communicating value, to shift unhelpful and negative mindsets into positive and courageous ones. 
EP339
EP339 · Jan 10, 2023

Dr. Ella F. Washington - How To Build A Workplace Utopia

30-sec brief
Dr. Ella F. Washington, founder and CEO of Ellavate Solutions discuss the value of building a utopia of inclusion, diversity, and equity at work.
EP338
EP338 · Jan 3, 2023

Kristy Yoder - Unlocking Your Bookkeeping Business Potential With Delegation

30-sec brief
Kristy Yoder, founder and CEO of Smart Virtual Assistants, shares useful tips to delegate the things you aren’t good at so you can focus on scaling your business.
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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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