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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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EP229
EP229 · Jan 26, 2021

Shannyn Lee - How You Can Win The Game Of Selling

30-sec brief
Shannyn Lee is the Director of Coaching for the Win Without Pitching business development training program that provides sales training for creative entrepreneurs.
EP228
EP228 · Jan 19, 2021

Joanna Kleinman - How To Successfully Manage Your Inner Critic For A Happier Life

30-sec brief
Joanna Kleinman is a licensed psychotherapist that helps people redefine what's possible by separating them from their inner critic and the author of a new book called Dethroning Your Inner Critic: The Four Step Journey From Self-Doubt To Self-Empowerment.
EP227
EP227 · Jan 12, 2021

Laura Tolhoek - What You Need To Know About Human Resources In 2021

30-sec brief
Laura Tolhoek is the President of Essential HR and has worked with some of the biggest players in the restaurant, food service and retail industries as an integral member of their HR teams.
EP226
EP226 · Jan 5, 2021

Lisa Campbell - How You Finish 2021 Comes Down To How You Start 2021

30-sec brief
Lisa Campbell is a Certified Professional Bookkeeper, Profit Strategist, Creator of the Accelerate 2 Advisor Masterclass program and Founder of Profit First Professionals Canada.
EP225
EP225 · Dec 29, 2020

The Successful Bookkeeper Year-In-Review Show!

30-sec brief
This is our very special Year-In-Review episode featuring an all-star panel including Debbie Roberts, Julie Watson, Jessica Fox and Teresa Slack.
EP224
EP224 · Dec 22, 2020

Christine Arylo - How To Acquire More Clarity & Freedom In Your Life

30-sec brief
Christine Arylo is the author of Overwhelmed and Over It, a transformational leadership advisor and host of the Feminine Power Time podcast.
EP223
EP223 · Dec 15, 2020

Ben Kelly - How To Overcome Tough Times In Your Bookkeeping Business

30-sec brief
Ben Kelly is the Director of Nailing Your Finances which is an Australian-based firm that provides remote and on-site bookkeeping services to a wide range of sectors.
EP222
EP222 · Dec 8, 2020

Mary Hyatt - Everything You Need To Know About Preventing Burnout

30-sec brief
Mary Hyatt is a holistic life and business mindset coach who specializes in helping high achieving female entrepreneurs move from living a life of burnout to a life where they are connected to their emotions, body and spirit.
EP221
EP221 · Dec 1, 2020

Teresa Slack & Connie Smith - Is Your Bookkeeping Business Going In The Right Direction?

30-sec brief
Teresa Slack and Connie Smith (who are sisters) are the co-founders of Financly Bookkeeping Solutions and are Pure Bookkeeping licensees.
EP220
EP220 · Nov 24, 2020

Laura Vanderkam - How To Successfully Work From Home

30-sec brief
Laura Vanderkam is a time management and productivity expert.
EP219
EP219 · Nov 17, 2020

Brandi Bernoskie - How To Create A Website That Attracts Bookkeeping Clients

30-sec brief
This episode features website developer, Brandi Bernoskie and how she can help you attract more bookkeeping clients with your website.
EP218
EP218 · Nov 10, 2020

Ron Saharyan & Ean Murphy - Make Your Bookkeeping Clients Profitable FIRST

30-sec brief
This episode features Profit First Co-Founder, Ron Saharyan and Ean Murphy is the owner of Moxie Bookkeeping and a Profit First Professional.
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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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