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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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EP78
EP78 · Mar 6, 2018

Keri Gohman - How Xero Can Help Your Business Become More Efficient

30-sec brief
Discover how Xero can assist your bookkeeping business.
EP77
EP77 · Feb 27, 2018

Seth David - How Social Networking Can Boost Your Marketing

30-sec brief
Learn why social networking and content marketing can help your bookkeeping business.
EP76
EP76 · Feb 20, 2018

Nicole Feliciano - How To Balance Your Bookkeeping Business & Family Life

30-sec brief
Learn tips to successfully manage your bookkeeping business and family life.
EP75
EP75 · Feb 13, 2018

Karine Woodman - How To Be the Firm Of The Future

30-sec brief
Learn effective tips in marketing, hiring & training staff.
EP74
EP74 · Feb 6, 2018

Alexis Prenn - How Productivity Manifesto Makes Your Business More Profitable

30-sec brief
Learn the importance of productivity in industrial scale.
EP73
EP73 · Jan 30, 2018

Ben Robinson - The Bookkeeping Answers You've Been Searching For

30-sec brief
Find out what are the four pillars in launching a successful bookkeeping business.
EP72
EP72 · Jan 23, 2018

Scott Zarret - How CPA Academy Can Help Your Bookkeeping Business

30-sec brief
Learn how CPA Academy can assist your bookkeeping business.
EP71
EP71 · Jan 16, 2018

Omar Visram - How Coffee Meetings Lead To Business Referrals

30-sec brief
Learn how coffee meetings can create business referrals.
EP70
EP70 · Jan 9, 2018

Sharon Francisco - How To Set Yourself Up To Win Every Day

30-sec brief
Learn tips on how to develop a positive mindset.
EP69
EP69 · Jan 2, 2018

Debbie Roberts - How To Set Goals For A Profitable New Year

30-sec brief
You'll discover tips on how to set powerful new goals.
EP68
EP68 · Dec 26, 2017

Scott Friesen - 5 Productivity Apps That Organize & Save Your Time

30-sec brief
Discover productivity apps that can save you time.
EP67
EP67 · Dec 19, 2017

Jeremy Allen - Your Clients' Success Is Your Success

30-sec brief
Learn the importance of putting your clients first & committing to excellence with your bookkeeping services.
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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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