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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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Browse the archive.

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EP504
EP504 · Nov 25, 2025

Casey Brown – How To Overcome Fear Around Pricing - Part 2

30-sec brief
Casey Brown shares how bookkeepers can stop discounting, communicate value with confidence, and price their services based on experience—not time—to attract better clients and increase profits.
EP502
EP502 · Nov 18, 2025

Casey Brown – How To Overcome Fear Around Pricing - Part 1

30-sec brief
Casey Brown shares how bookkeepers can overcome fear and self-doubt around pricing, shift their money mindset, and confidently charge what their services are truly worth.
EP501
EP501 · Nov 11, 2025

Michelle Weinstein – How To Confidently Sell Your Bookkeeping Services

30-sec brief
Michelle Weinstein shares how bookkeepers can confidently sell their services, communicate value without discounts, and build lasting client relationships using simple, authentic conversations.
EP500
EP500 · Nov 4, 2025

Jennifer Hume – Building A Profitable Niche Business & Coaching Practice

30-sec brief
Jennifer Hume shares how she built a thriving virtual bookkeeping firm and expanded into coaching for real estate professionals by systemizing her business, mastering referrals, and using speaking and storytelling to grow with purpose.
EP498
EP498 · Oct 28, 2025

Ted Harrington - The Hacker Mindset:A Superpower For Business

30-sec brief
Ted Harrington reveals the hacker mindset, why small businesses are targets, and how to use curiosity, creativity, and persistence to protect and grow your business.
EP497
EP497 · Oct 21, 2025

Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 2

30-sec brief
Lisa Campbell shares how bookkeepers can apply the next four of Stephen Covey’s 7 Habits to build stronger client relationships, grow through collaboration, and sustain long-term success.
EP496
EP496 · Oct 16, 2025

Paul Lodder - Turning Cash Flow Into Strategic Advisory

30-sec brief
Paul Lodder shares ways bookkeepers can turn cash flow challenges into opportunities with proactive advisory services.
EP495
EP495 · Oct 14, 2025

Lisa Campbell – Habits That Transform Your Bookkeeping Business - Part 1

30-sec brief
Lisa Campbell shares how bookkeepers can apply the first three of Stephen Covey’s 7 Habits to build a systemized, scalable, and more valuable business.
EP494
EP494 · Oct 7, 2025

Etinosa Agbonlahor - The Science Of Pricing For Bookkeepers - Part 2

30-sec brief
Etinosa Agbonlahor reveals why losing some clients can be healthy, how to use behavioral nudges, and how bookkeepers can raise prices with confidence.
EP493
EP493 · Sep 30, 2025

Etinosa Agbonlahor - The Science Of Pricing For Bookkeepers - Part 1

30-sec brief
Etinosa Agbonlahor explains why bookkeepers underprice, how to uncover value through client conversations, and how positioning can change your business.
EP492
EP492 · Sep 23, 2025

Jess Jensen - How To Differentiate Your Business Through Storytelling - Part 2

30-sec brief
Jess shares how to build your digital presence with a clear, step-by-step framework that feels authentic, consistent, and achievable.
EP491
EP491 · Sep 16, 2025

Jess Jensen - How To Differentiate Your Business Through Storytelling - Part 1

30-sec brief
Jess Jensen’s shares insights on using personal storytelling to humanize your brand, overcome self-doubt, and build a clear digital presence.
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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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