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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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EP522
EP522 · Mar 17, 2026

Linda Hunt - How To Price & Package Your Services Without Burning Out

30-sec brief
Linda Hunt shares how bookkeepers can prevent burnout, package services properly, manage scope creep, and raise prices with confidence.
EP521
EP521 · Mar 10, 2026

Julee Gracey - How Bookkeepers Can Raise Prices & Win Better Clients

30-sec brief
Julee Gracey shares how bookkeepers can build confidence, raise their prices, improve networking, and attract better clients by getting sold on themselves first.
EP520
EP520 · Mar 3, 2026

Amy Jacobson - Emotional Intelligence For Bookkeepers

30-sec brief
Emotional intelligence expert, Amy Jacobson shares how bookkeepers can build client trust, improve communication, and lead stronger teams using practical EQ strategies.
EP519
EP519 · Feb 24, 2026

Teresa Slack -  The Road To A Million-Dollar Bookkeeping Business - Part 4

30-sec brief
Teresa Slack shares how systems, pricing, and team structure turned her bookkeeping firm into a scalable, profitable, and sellable business.
EP518
EP518 · Feb 17, 2026

Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 3

30-sec brief
Teresa Slack shares how focused implementation, value pricing, and investing in systems helped her bookkeeping firm gain momentum and move beyond survival.
EP517
EP517 · Feb 10, 2026

Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 2

30-sec brief
Teresa Slack shares the turning point that forced a full reset of her bookkeeping firm, including tough decisions around staff, pricing, and investing in systems to rebuild.
EP516
EP516 · Feb 3, 2026

Teresa Slack - The Road To A Million-Dollar Bookkeeping Business - Part 1

30-sec brief
Teresa Slack shares the early lessons from building a virtual bookkeeping firm, including underpricing, fast growth, and the foundations needed to scale sustainably.
EP515
EP515 · Jan 27, 2026

Jonathan Stark - Why Hourly Billing Is Holding Your Bookkeeping Firm Back

30-sec brief
Jonathan Stark explains why hourly billing limits your bookkeeping firm and how value-based pricing helps you earn more, work less, and build stronger client relationships.
EP514
EP514 · Jan 22, 2026

Syvonia Brown - Emotional Intelligence Every Bookkeeper Needs

30-sec brief
Syvonia Brown shares how emotional intelligence helps bookkeepers handle tough clients, listen better, and build trust without taking on unnecessary stress.
EP513
EP513 · Jan 20, 2026

Salim Omar - The Smart Way To Exit Without Burning It Down

30-sec brief
Salim Omar shares how to build a firm that runs without you, increase firm value, and plan an exit that creates options, not pressure.
EP512
EP512 · Jan 13, 2026

Sharrin Fuller - Scaling Smarter:Why Systems Matter More Than Headcount

30-sec brief
Discover how Sharrin Fuller scaled her bookkeeping firm without adding staff, used systems and technology to stay relevant, and explains what bookkeepers must do to thrive as AI changes the industry.
EP511
EP511 · Jan 8, 2026

Spotlight - Tommy Vincent - How AI Is Changing Analytics For Bookkeepers

30-sec brief
Tommy Vincent digs into how bookkeepers can use AI to protect data quality, create new revenue streams, and deliver CFO-level insights without changing how they run their practice.
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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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