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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.
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.
Find what you need by topic.
Raising prices without losing clients
Making your first hire
Firing clients who drain you
Installing systems that run without you
Scaling a real team
Building a 6-figure solo practice
Mindset, burnout & the ceiling
Selling, exiting, legacy
What bookkeepers are asking.
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2022 Year In Review Show!
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Spotlight - Omry Man - How Automation Can Save Your Bookkeeping Relationships
Elisa Schmitz - How To Practice Resilience In Your Personal & Professional Life
Sharon Francisco - The Firms Of The Future:A Road Map To Success
Dr. Elizabeth Moran - How To Embrace Change To Elevate Your Leadership
Shelli Warren - How To Upgrade Your Leadership Skills
Spotlight - Lasse Kalkar - Transforming Your Bookkeeping With Automated Services
Andrea MacKenzie - How To Create A Conscious Leadership Mindset
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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.
More about MichaelYour move.
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