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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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EP277
EP277 · Dec 28, 2021

The Successful Bookkeeper Year-In-Review Show! Part 1

30-sec brief
We are joined by a panel of amazing bookkeepers including Debbie Roberts, Teresa Slack, Julie Watson & others who recount their biggest surprises, greatest setbacks and most heartwarming stories of 2021.
EP276
EP276 · Dec 21, 2021

Jean Latting - How to Build Better Bookkeeping Communities

30-sec brief
Jean Latting is the president of Leading Consciously, an organization that provides clients practical, sustainable solutions to flourish in diverse, multicultural settings and help leaders identify their strengths and weaknesses to maximize their potential. 
EP275
EP275 · Dec 14, 2021

Kristy Fairbairn - Investing In Yourself to Grow Your Bookkeeping Business

30-sec brief
Kristy Fairbairn, founder of The Business Oasis & Pure Bookkeeping licensee, joins us this week to talk about her journey becoming a bookkeeping business owner.
EP274
EP274 · Dec 7, 2021

Juliet Funt - How to Take Back Control of Your Time

30-sec brief
Juliet Funt is the CEO of the Juliet Funt Group & author of “A Minute to Think: Reclaim Creativity, Conquer Busyness and Do Your Best Work”.
EP273
EP273 · Nov 30, 2021

Stephanie Kelcey - Finding Inspiration in Tribulation

30-sec brief
Stephanie Kelcey, owner of Capture Bookkeeping Inc, joins us this week to share her journey as a bookkeeping business owner and to talk about how a critical illness changed her life & her business. 
EP272
EP272 · Nov 23, 2021

Connie Kadansky - How to Overcome Sales Call Reluctance

30-sec brief
Connie Kadansky is a recognized sales expert who is focused on tackling sales call reluctance. For the last 25 years, she has trained and coached thousands of sales professionals in hundreds of companies, large & small.
EP271
EP271 · Nov 16, 2021

Andrew Royer - Finding Work-Life Balance as a Business Owner

30-sec brief
Andrew Royer is owner of Royer Accounting, longtime Pure Bookkeeping licensee & return guest on our show.
EP270
EP270 · Nov 9, 2021

Courtney DeRonde - What You Need to Know About Networking

30-sec brief
Courtney DeRonde is managing partner and director of business development at TDT CPAs & Advisors.
EP269
EP269 · Nov 2, 2021

Nick Loper - Turn Your Bookkeeping Side Hustle into a Successful Business

30-sec brief
Nick Loper is founder of SideHustleNation.com, author of $1000 100 Ways: How Real People Make Real Money on the Side & host of The Side Hustle Show podcast.
EP268
EP268 · Oct 26, 2021

Lee-Anne Scott - Break the Cycle of Unpaid Invoices & Grow Your Bookkeeping Business

30-sec brief
Lee-Anne Scott, founder of Intelligent Revenue, talks about the impact that the late-payment culture has on small businesses & shares how to break out of the cycle of unpaid invoices.
EP267
EP267 · Oct 19, 2021

Julia Pimsleur - Creating the Right Mindset for Success

30-sec brief
Julia Pimsleur is a scaling coach & entrepreneur with a passion for helping women grow their businesses. She is also the author of Go Big Now.
EP266
EP266 · Oct 12, 2021

Robbie Randall - How to Leverage Modern Technology to Stay Ahead

30-sec brief
Robbie Randall is Partner Development Manager with the Intuit accountants channel and a regular contributor to Firm of the Future and Tax Pro Center blogs.
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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.

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