One of the most powerful ways to grow your bookkeeping support membership?

Inviting existing or former DFY clients who are no longer a fit for your full-service model.

Sometimes a client is ready to cancel—but they still want some kind of support.
Other times, a former client might be managing things on their own but hitting roadblocks.

That’s where your membership becomes the perfect “next step.”

This isn’t about keeping everyone at any cost.
It’s about giving people a sustainable way to stay connected to your expertise—even if they no longer need full-service bookkeeping.

But let’s be real—that conversation can feel tricky.
You don’t want to sound like you’re downgrading their service.
You also don’t want to lose them entirely.

Here’s what helps:
Framing the membership as a strategic shift, not a fallback.

The move isn’t about pulling back—it’s about offering a different kind of support.
Something lighter, more collaborative, and built for those who don’t need full-service anymore but still value expert guidance.

Position it as a win for them:
More autonomy. Ongoing support. Lower monthly investment.

And it’s a win for you too:
More capacity. Less pressure. And a recurring revenue stream that doesn’t rely on doing all the work.

The shift isn’t awkward—it’s aligned. You just have to own it.

Coaching Reflection:
Who in your current client list might be ready for a different kind of support—and what would it look like to offer it confidently?

No pressure, just possibilities.