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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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EP490
EP490 · Sep 9, 2025

Jennifer Kahnweiler - How To Thrive As An Introverted Leader

30-sec brief
Jennife Kahnweiler shares how introverts can thrive as leaders with her Four Ps framework, tips for hybrid work, and the power of listening.
EP489
EP489 · Sep 2, 2025

Jenny Groberg - Turning Small Steps Into Big Wins - Part 2

30-sec brief
Discover how Jenny Groberg scaled her bookkeeping firm, improved cash flow with subscription pricing, built a strong team, and gives back through scholarships and teaching.
EP488
EP488 · Aug 26, 2025

Jenny Groberg - Turning Small Steps Into Big Wins - Part 1

30-sec brief
Discover how Jenny Groberg grew Book Smarts Accounting from a $500 investment into a seven-figure firm. Learn her tips on reviews, scaling, and overcoming challenges.
EP487
EP487 · Aug 19, 2025

Lynn Gagne-Webb - Building & Selling A Bookkeeping Firm - Part 2

30-sec brief
Lynn Gagne-Webb shares how to set client expectations, choose the right pricing model, and build lasting relationships in your bookkeeping business.
EP486
EP486 · Aug 12, 2025

Lynn Gagne-Webb – Building & Selling A Bookkeeping Firm - Part 1

30-sec brief
Lynn Gagne-Webb shares how she built and sold a successful bookkeeping firm, the lessons she learned from financial mistakes, and how creating a culture of trust helped her team thrive.
EP485
EP485 · Aug 5, 2025

Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 2

30-sec brief
In this episode, Geni Whitehouse helps you unlock advisory success with mindset shifts and smarter client communication.
EP484
EP484 · Jul 29, 2025

Geni Whitehouse - The Secret To Making Clients Feel Smart & Seen - Part 1

30-sec brief
Geni Whitehouse shares how clear communication helps bookkeepers build trust, ask better questions, and deliver real client value.
EP483
EP483 · Jul 22, 2025

Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 2

30-sec brief
Cameron Davis shares how he scaled his bookkeeping business from a side hustle to a 60-client firm by building smart systems and a self-sufficient team.
EP482
EP482 · Jul 15, 2025

Cameron Davis - Turning Failure Into A Thriving Bookkeeping Business - Part 1

30-sec brief
Cameron Davis talks about the power of cold calling, the importance of faith and family, and why building a business that fits your life matters more than fast growth.
EP481
EP481 · Jul 8, 2025

Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 2

30-sec brief
Leadership coach Dia Bondi shares how bookkeepers can find their voice, build trust, and lead stronger client conversations using her 4-part Platform Map.
EP480
EP480 · Jul 1, 2025

Dia Bondi - Unlock The Power Of Your Voice To Win Better Clients - Part 1

30-sec brief
Dia Bondi discusses how strategic asking and authentic communication can boost your confidence, pricing, and client trust.
EP479
EP479 · Jun 24, 2025

Jennifer Moss - How To Build A Happier Workplace - Part 2

30-sec brief
Workplace happiness expert Jennifer Moss shares why altruism, trust, and small daily actions create stronger, safer, and more connected teams.
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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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