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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 24 of 46
EP265
EP265 · Oct 5, 2021

Teresa Slack - Onboarding New Clients The Right Way

30-sec brief
Teresa Slack is the co-founder of Financly, a Pure Bookkeeping licensee & valued member of the Pure Bookkeeping community.
EP264
EP264 · Sep 28, 2021

Geraldine Carter- The Mindset of a Successful Bookkeeper

30-sec brief
Geraldine Carter is the owner of She Thinks Big Coaching, Geraldine is a business strategist and coach for CPAs.
EP263
EP263 · Sep 21, 2021

Shep Hyken - 6 Steps to Keep Customers Coming Back to Your Bookkeeping Business

30-sec brief
Shep Hyken is a customer service expert, keynote speaker & author of his new book I'll Be Back: How to Get Customers to Come Back Again & Again. 
EP262
EP262 · Sep 14, 2021

Amber Hawley - How to Prevent Business Owner Burnout

30-sec brief
Amber Hawley is a mindset & ADHD Coach for business owners focused how to prevent burnout and finding work-life balance. 
EP261
EP261 · Sep 7, 2021

Nikki Rausch - 5 Steps in a Sales Conversation Every Bookkeeping Business Owner Should Know

30-sec brief
Nikki Rausch is a sales expert with over 25 years of selling experience, author of The Selling Staircase & owner of Sales Maven.
EP260
EP260 · Aug 31, 2021

Michele Molitor - Unleash Your Full Potential As A Bookkeeping Business Owner

30-sec brief
Michele Molitor, an executive coach and co-author of Breakthrough Healing, joins us to share strategies on how you can start noticing the self-limiting beliefs you may have, and begin to challenge them.
EP259
EP259 · Aug 24, 2021

Craig Staley - Where You Should Be Marketing Your Bookkeeping Business

30-sec brief
Craig Staley is the owner of HG Site Design and host of the Small Business School podcast. He shares top marketing strategies for small businesses.
EP258
EP258 · Aug 17, 2021

Ted Harrington - Two Security Strategies Every Bookkeeping Business Should Know

30-sec brief
Ted Harrington is the author of Hackable: How to Do Application Security Right, and is an ethical hacker who finds and fixes security vulnerabilities in companies. He shares security strategies every small business should know.
EP257
EP257 · Aug 10, 2021

Nagina Abdullah - Why Your Diet Can Be Draining Your Energy

30-sec brief
Health coach & owner of MasalaBody.com, Nagina Abdullah, shares why changing your eating habits is foundational to a healthy lifestyle.
EP256
EP256 · Aug 3, 2021

Jacqui Cubis - How Workflow Software Can Optimize Your Bookkeeping Business

30-sec brief
This week's guest, Jacqui Cubis, helps you to choose the right workflow software.
EP255
EP255 · Jul 27, 2021

Laura Kriska - How Inclusion Can Help You Build A Bookkeeping Business You Love

30-sec brief
Laura Kriska is the author of The Business of We which provides tools to close the Us versus Them culture gap in workplaces.
EP254
EP254 · Jul 19, 2021

Helen Konstan - How To Leverage Pure Bookkeeping To Grow Your Business

30-sec brief
Helen Konstan is a Pure Bookkeeping licensee from Melbourne, Australia where she is the owner of her own bookkeeping business (Zilch Bookwork), a romance novelist and even a qualified hairdresser.
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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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