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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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Page 19 of 46
EP330
EP330 · Nov 15, 2022

Sharon Francisco - The Firms Of The Future:A Road Map To Success

30-sec brief
Australian bookkeeping business mentor, Sharon Francisco talks about the need for belief and confidence when building a business and shares the key assets that will set the firms of the future apart.
EP329
EP329 · Nov 8, 2022

Dr. Elizabeth Moran - How To Embrace Change To Elevate Your Leadership

30-sec brief
Dr. Elizabeth Moran, an experienced leader, consultant, and coach, talks about helping teams and organizations navigate and evolve through complex changes.
EP328
EP328 · Nov 1, 2022

Shelli Warren - How To Upgrade Your Leadership Skills

30-sec brief
Shelli Warren, team and leadership coach with Biz Chix and host of the Stacking Your Team podcast, talks about developing people into leaders.
EP327
EP327 · Oct 27, 2022

Spotlight - Lasse Kalkar - Transforming Your Bookkeeping With Automated Services

30-sec brief
Lasse Kalkar, founder and CEO of LiveFlow, discusses how automated systems can help you save time and offer better value and advice to your clients.
EP326
EP326 · Oct 25, 2022

Andrea MacKenzie - How To Create A Conscious Leadership Mindset

30-sec brief
Andrea MacKenzie, founder of Lead with Harmony discusses how to build a conscious leadership mindset, to help you create the right conditions to find, train and trust the right people in your business.
EP325
EP325 · Oct 18, 2022

Karla Dembik - How To Build The Road Map To A Successful Bookkeeping Business

30-sec brief
Karla Dembik, owner of Phoenix Payment Processing, talks about how you can create your own path to success.
EP324
EP324 · Oct 11, 2022

Erin Daiber - Healthy Boundaries And How They Grow Your Bookkeeping Business

30-sec brief
Erin Daiber, CEO of Well Balanced Accountants talks about self-development work and the need to find people who can help us avoid the same pitfalls and traps common in the bookkeeping industry.
EP323
EP323 · Oct 6, 2022

Spotlight - Ron Baker & Ed Kless - How To Find The Right Model To Suit Your Business - Part 3

30-sec brief
Ron Baker and Ed Kless, co-hosts of The Soul of Enterprise podcast discuss the power of tying your wealth and revenue to access service, innovation and transformation that takes customers from where they are to where they want to be.
EP322
EP322 · Oct 4, 2022

Andrew Wall - Why Continuous Learning Is Vital For Your Bookkeeping Business

30-sec brief
Andrew Wall, managing partner of CPA4IT, discusses the need for continuous learning to keep up with evolving technology.
EP321
EP321 · Sep 27, 2022

Louie Prosperi - How To Build Relationships To Improve Your Bookkeeping Business

30-sec brief
Louie Prosperi, founder of Strategic Clarity and our new Spotlight session host, discuss the advantages of learning from others, and the upcoming Successful Bookkeeper events.
EP320
EP320 · Sep 22, 2022

Spotlight - Ed Kless - Discovering Effective Valuation In The Subscription Model - Part 2

30-sec brief
Ed Kless, senior director of Sage Accounting Solutions and co-host of The Soul of Enterprise podcast talks about unlocking the potential of subscription modeling.
EP319
EP319 · Sep 20, 2022

Coreen Wright - How To Build A Community By Finding Your Tribe

30-sec brief
Coreen Wright, President and Owner of Faith Accounting and Consulting Services, talks about overcoming limiting mindsets to leverage your skills and connections to create the perfect bookkeeping business for you.
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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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