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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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EP478
EP478 · Jun 17, 2025

Jennifer Moss - How To Build A Happier Workplace - Part 1

30-sec brief
Workplace happiness expert, Jennifer Moss shares practical strategies to reduce burnout, build resilience, and create a healthier, high-performing team.
EP477
EP477 · Jun 10, 2025

Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 2

30-sec brief
Nacondra Moran shares how she transformed her business by embracing intentional growth, setting boundaries, and investing in community and clarity.
EP476
EP476 · Jun 3, 2025

Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 1

30-sec brief
Nacondra Moran, a former IRS employee, shares how she built a high-touch bookkeeping firm, overcame mindset blocks & learned from pricing & hiring mistakes.
EP475
EP475 · May 27, 2025

Christina Springstead - How To Price Cleanup & Rescue Jobs Plus More Business Tips!

30-sec brief
Christina Springstead shares how to price cleanup and rescue jobs, her hiring journey and much more!
EP474
EP474 · May 20, 2025

Cindy Schroeder - Build A Business That Feels Like A Fairy Tale

30-sec brief
Cindy Schroeder shares how she built a remote bookkeeping business, found her niche, and designed a life she loves.
EP473
EP473 · May 13, 2025

Ruth Milligan - Building Influence Through Better Words

30-sec brief
Ruth Milligan shares how clear communication helps you earn trust, set boundaries, and grow your business.
EP472
EP472 · May 6, 2025

Michelle Quiñonez - Growing A Business That Aligns With Your Values

30-sec brief
Michelle Quiñonez dives into mindset shifts, time management, hiring lessons, and the tools that helped her build a business that aligns with her values.
EP471
EP471 · Apr 29, 2025

Morgan Law - The Unexpected Way Bookkeepers Are Winning On YouTube

30-sec brief
Morgan Law shares how she built FinePoints Bookkeeping, grew an online audience, and helps bookkeepers gain confidence, find clients, and navigate the evolving industry—one practical video at a time.
EP470
EP470 · Apr 22, 2025

Nellie Akalp - How To Boost Revenue With Compliance Services

30-sec brief
Nellie Akalp shares insights on navigating complex regulations, building trust, and staying informed in a changing landscape.
EP469
EP469 · Apr 15, 2025

Holly Corcoran - How Bookkeepers Can Build Strong Partnerships Wih CPAs

30-sec brief
Holly Corcoran shares how bookkeepers and CPAs can collaborate more effectively, the benefits of niching, and how strategic partnerships elevate client service.
EP468
EP468 · Apr 8, 2025

Nick Mullen - Cybersecurity Mistakes That Could Cost You Everything

30-sec brief
Cybersecurity expert Nick Mullen shares how ransomware, social engineering, and weak safeguards put bookkeeping firms at risk—and what you can do to protect your business now.
EP467
EP467 · Apr 1, 2025

Debra Kilsheimer - Building A Bookkeeping Business On Your Own Terms

30-sec brief
Debra Kilsheimer discusses the importance of value-based pricing, leveraging technology, setting client boundaries, and creating a business that supports her lifestyle.
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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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