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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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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.
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.
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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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