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The Successful Bookkeeper Podcast

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500+ episodes 100+ articles 43,000+ bookkeepers
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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EP201
EP201 · Jul 14, 2020

Kerry Smithies - How To Handle Clients That Don’t Embrace Technology

30-sec brief
Kerry Smithies is the founder of My Cloud Bookkeeping which helps improve the financial management and cashflow of businesses by using a smooth QuickBooks Online setup and processes.
EP200
EP200 · Jul 7, 2020

Debbie Roberts – Celebrating 10 Years of Pure Bookkeeping!

30-sec brief
Debbie Roberts is a Pure Bookkeeping co-founder & E-Myth Bookkeeper co-author.
EP199
EP199 · Jun 30, 2020

Sharon Francisco - How To Be Great At Sales Even If You Hate it

30-sec brief
Sharon Francisco is a sales expert with nearly 30 years of experience in either supporting and teaching business owners, including bookkeepers, and franchisees on how to sell.
EP198
EP198 · Jun 23, 2020

Jim Flauaus - How Determination Will Guide You To Success

30-sec brief
Jim Flauaus is the owner of Anchor Accounting & Tax and a Pure Bookkeeping licensee who will discuss how determination can lead to success.
EP197
EP197 · Jun 16, 2020

Dan Baker - What You Need To Know About Making Your Business Profitable

30-sec brief
Dan Baker is the owner of DMB Tax Services and a Pure Bookkeeping licensee who will discuss making your bookkeeping business profitable.
EP196
EP196 · Jun 9, 2020

Dr. Ivan Misner - Why You Should Focus On Hope & Action During Challenging Times

30-sec brief
Dr. Ivan Misner is the founder of Business Network International (BNI) which is the world's largest business networking and business referral organization.
EP195
EP195 · Jun 2, 2020

Julie Watson – How I Built My Thriving Virtual Bookkeeping Business

30-sec brief
Julie Watson is the Director of Bookkeeping Relief based in Australia and a Pure Bookkeeping licensee.
EP194
EP194 · May 26, 2020

Erin Longmoon – What You Need To Know When Hiring An Employee

30-sec brief
Erin Longmoon is a disruptor in the recruiting industry.
EP193
EP193 · May 19, 2020

Femke Hogema – How To Become A High-Priced Advisor

30-sec brief
Femke Hogema is the founder of Healthy Finance and the author of the bestselling book, The Profit Advisor: The new role of accountants and bookkeepers.
EP192
EP192 · May 12, 2020

Chris Spurvey – What You Need To Know About Sales Conversations

30-sec brief
Chris Spurvey is also an entrepreneur, keynote speaker, podcast host and the author of the book, It's Time to Sell: Cultivating the Sales Mind-Set.
EP191
EP191 · May 5, 2020

Shrad Rao – Why You Need To Adapt To Scale Your Business

30-sec brief
Shrad Rao is the co-founder and CEO of Wagepoint, which simplifies the function of payroll to help small business owners while staying compliant with federal, state, and local payroll regulations.
EP190
EP190 · Apr 28, 2020

Teresa Slack - What You Need To Know About Pure Bookkeeping

30-sec brief
Teresa Slack is a Pure Bookkeeping licensee who will share how the Pure Bookkeeping System positively changed her virtual bookkeeping business forever.
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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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