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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 26 of 46
EP241
EP241 · Apr 20, 2021

Joe DiSanto - Part 2 - Why You Should Give Your Bookkeeping Clients A Business Health Check

30-sec brief
Joe DiSanto is the owner of a finance, business and real estate firm called Play Louder.
EP240
EP240 · Apr 13, 2021

Joe DiSanto - Part 1 - How To Be A CFO For Your Bookkeeping Clients

30-sec brief
Joe DiSanto is the owner of a finance, business and real estate firm called Play Louder.
EP239
EP239 · Apr 6, 2021

Beth Wonson - How To Deal With Conflict In The Workplace

30-sec brief
Beth Wonson is the founder of Navigating Challenging Dialogue and the author of Mastering Feedback: Everything You’ve Never Been Told About How to Give Feedback.
EP238
EP238 · Mar 30, 2021

Naz Beheshti - How To Take Charge Of Your Well-Being

30-sec brief
Naz Beheshti is now a CEO, executive wellness coach and author of the book, Pause. Breath. Choose: Become the CEO of Your Well-Being.
EP237
EP237 · Mar 23, 2021

Yoseph West - How To Run Your Bookkeeping Business In A Rapidly Changing World

30-sec brief
Yoseph West is the co-founder and CEO of Relay Financial which he describes as a smart operating account for your business. With his experience with Wave and Hubdoc, he expanded Relay Financial and now he’s introducing The 5,000-word Playbook which is a great guide for cloud accounting to make the most of 2021 and beyond.
EP236
EP236 · Mar 16, 2021

Ean Price Murphy - Why Your Business Systems Always Need Improvement

30-sec brief
Ean Price Murphy is the founder of Moxie Bookkeeping & Coaching which helps its clients to understand their books, so they can feel more empowered and take home more of what they earn.
EP235
EP235 · Mar 9, 2021

Noah Martin - Help Your Bookkeeping Clients Understand Their Numbers

30-sec brief
Noah Martin is a business and decision-making analyst and advisor.
EP234
EP234 · Mar 2, 2021

Jeremy Allen - How To Create A Successful Work From Home Culture

30-sec brief
Jeremy Allen is the owner System Six Strategic Bookkeeping & Analysis.
EP233
EP233 · Feb 23, 2021

John Warrillow - How To Sell Your Bookkeeping Business

30-sec brief
John Warrillow is the founder of The Value Builder System & a best-selling author.
EP232
EP232 · Feb 16, 2021

Sharon Francisco - How Systems Can Scale Your Bookkeeping Business

30-sec brief
Sharon Francisco has over 25 years experience with small business specializing in both Business Development and supporting business owners to achieve their goals.
EP231
EP231 · Feb 9, 2021

Laura Noel - Leadership Secrets From An Air Force Veteran

30-sec brief
Laura Noel is the owner of Stretch Into Success Consulting which helps people and companies reach their personal and professional targets.
EP230
EP230 · Feb 2, 2021

Veronica Sagastume - How To Use Social Media Marketing To Attract Bookkeeping Clients

30-sec brief
Veronica Sagastume is a consultant and strategist who helps accounting, bookkeeping and tax business owners use social media and digital marketing strategies to expand and grow their business from offline to online.
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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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