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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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EP456
EP456 · Jan 28, 2025

Nancy Gwynne-Vaughan - Overcoming Small Business Challenges

30-sec brief
Nancy Gwynne-Vaughan shares her insights on navigating challenges, building systems, and setting meaningful goals that align with both personal and business objectives.
EP455
EP455 · Jan 21, 2025

Leslee Hickerson - How Niche Expertise Transforms Bookkeeping Businesses

30-sec brief
Leslee Hickerson discusses the value of continuous learning, overcoming imposter syndrome, and the significance of certification in the bookkeeping profession.
EP
Jan 14, 2025

EP454 - Keila Hill-Trawick - The Value of Prioritizing Relationships, Quality & Growth

30-sec brief
Keila Hill-Trawick shares her approach to creating a thriving accounting business by focusing on meaningful growth, fostering strong client relationships, and finding the right balance for sustainable success.
EP453
EP453 · Jan 7, 2025

Stephanie Skryzowski - Building Impactful Strategies & Stronger Organizations

30-sec brief
Stephanie Skryzowski shares how strong financial systems, niche expertise, and strategic growth can transform a bookkeeping business into a global powerhouse for nonprofits.
EP452
EP452 · Dec 31, 2024

2024 Year-In-Review Show!

30-sec brief
Listen to our inspiring Year-In-Review Show panel of industry leaders—Lisa Campbell, Teresa Slack, Katrina Aarsman, and Jessica Fox—as they reflect on 2024's biggest surprises, setbacks, and successes.
EP451
EP451 · Dec 24, 2024

Doreen Binkiewicz - Succession Strategies For Long-Term Growth

30-sec brief
Doreen Binkiewicz reveals how she uses systems, succession planning, and advisory services to create a scalable and transferable bookkeeping business.
EP450
EP450 · Dec 17, 2024

Rhamy Alejeal - How To Scale HR Operations and Reduce Risk

30-sec brief
Rhamy Alejeal shares expert insights on tackling HR challenges, scaling operations, and empowering financial professionals to enhance client services through strategic partnerships.
EP449
EP449 · Dec 10, 2024

Kimme Lafayette - Overcoming Barriers in Bookkeeping Business

30-sec brief
Kimme Lafayette shares her journey to building a thriving bookkeeping business with value pricing, mentorship, and strong client relationships.
EP448
EP448 · Dec 3, 2024

Mike Jones - The Power Of Authentic Branding

30-sec brief
Mike Jones shares key insights on avoiding common branding pitfalls, embracing authenticity, and taking practical steps to stand out in a competitive market.
EP447
EP447 · Nov 26, 2024

Nina Sossamon-Pogue - How To Transform Challenges Into Opportunities

30-sec brief
Nina Sossamon-Pogue shares her journey of resilience, career transitions, and strategies for navigating change, highlighting her 'this' concept for managing challenges and the power of self-awareness.
EP446
EP446 · Nov 19, 2024

Dida Clifton - Secrets To Building A Thriving Bookkeeping Business

30-sec brief
Dida Clifton shares her journey from military operations to a successful bookkeeping business, highlighting challenges, networking, pricing strategies, and leadership shaped by her military background.
EP445
EP445 · Nov 12, 2024

Bernadette McClelland - Embrace Adversity To Fuel Your Success

30-sec brief
Bernadette McClelland shares practical insights on resilience, reframing obstacles, and viewing disruption as a catalyst for progress.
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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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