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The Successful Bookkeeper Podcast

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Twelve years of conversations with the bookkeepers who built it — every episode and article, instantly searchable and answered in their words.

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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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Browse the archive.

Page 36 of 47
EP136
EP136 · Apr 16, 2019

Sarah Palmer - Bookkeeping Business Tips You Should Know

30-sec brief
Discover many bookkeeping business tips including the process of hiring an employee.
EP135
EP135 · Apr 9, 2019

Kelly Paxton - How To Avoid Pink Collar Crimes

30-sec brief
Learn different ways that bookkeepers and their clients can avoid Pink Collar Crimes from happening.
EP134
EP134 · Apr 2, 2019

Karl Kremer - Let Your Bookkeeping Business Do The Work

30-sec brief
Learn strategies and systems that help achieve faster results.
EP133
EP133 · Mar 26, 2019

Vicki Lynch - Business Tips From A U.S. Air Force Veteran

30-sec brief
Discover how to identify your values and what you stand for.
EP132
EP132 · Mar 19, 2019

Gerri Detweiler - Helpful Tips For Business Credit Issues

30-sec brief
Discover where to find free credit tools and resources for bookkeepers.
EP131
EP131 · Mar 12, 2019

Gabrielle Fontaine – How To Succeed As A Virtual Bookkeeper

30-sec brief
Learn how caring about your virtual clients can improve your relationship with them.
EP130
EP130 · Mar 5, 2019

Stacey Hanke - How Your Brand Can Attract Clients

30-sec brief
Learn the Importance of consistency in your person.
EP129
EP129 · Feb 26, 2019

Roger Knecht - The Importance Of Creating A Pricing Model

30-sec brief
Discover the 4 methods in charging for bookkeepers.
EP128
EP128 · Feb 19, 2019

Stacey Brown Randall - How To Fill Your Pipeline With New Clients

30-sec brief
Discover why you need to know who your referral sources are.
EP127
EP127 · Feb 12, 2019

Cheryl Baldwin - Why You Need A Business Continuity Plan

30-sec brief
You'll learn the steps to having a foolproof continuity plan.
EP126
EP126 · Feb 5, 2019

Cindy Stradling - The Power of The Follow-Up Connection

30-sec brief
You'll learn the importance of following up with your prospects.
EP125
EP125 · Jan 29, 2019

Elaine Orr - Why Technology Is A Bookkeeper's Best Friend

30-sec brief
Learn different accounting and bookkeeping tools and software.
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#258 · 6577bc8 · 2026-10-30T15:38:47.000Z