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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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Page 40 of 47
EP87
EP87 · May 8, 2018

Diane Brochu King - How To Improve Your Interpersonal Skills

30-sec brief
You will upgrade your interpersonal skills with various suggestions including why showing care to others by being interested can help you build a better connection.
EP86
EP86 · May 1, 2018

Cindy Stradling - The Key Ingredients To Lasting Resilience

30-sec brief
Discover tips to help you be more resilient when obstacles visit your life.
EP85
EP85 · Apr 24, 2018

Tobyn Pearson - How To Become An Incredible Manager & Leader

30-sec brief
Learn leadership tips that can help you in your bookkeeping business and life.
EP84
EP84 · Apr 17, 2018

Andrew Royer - Improve Your Productivity & Work-Life Balance

30-sec brief
Discover suggestions on how you can be productive while managing your business and family life.
EP83
EP83 · Apr 10, 2018

Louie Prosperi - Why You Should Consider The Proactive Business Bookkeeping Model

30-sec brief
Find out what the 3 pillars of The Proactive Business Bookkeeping Model are and how they can benefit your business.
EP82
EP82 · Apr 3, 2018

Sharon Francisco - How To Sell Without Being Salesy

30-sec brief
Learn tips on how to acquire new clients without having an aggressive sales approach.
EP81
EP81 · Mar 27, 2018

Amanda Birch – How Fixed Pricing Worked For Me

30-sec brief
Find out how using fixed pricing can be a game-changer for your bookkeeping business.
EP80
EP80 · Mar 20, 2018

Kellie Parks – Choosing The Perfect Technology For Your Bookkeeping Business

30-sec brief
Learn how Cloud Financial Technology can make it possible for you to enjoy working from different countries.
EP79
EP79 · Mar 13, 2018

Joe Woodard - How To Become A Top Small Business Advisor

30-sec brief
Learn tips on how bookkeepers can turn things around in their businesses.
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.
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#246 · d8b1fc3 · 2026-10-23T16:01:55.000Z