3 Tips for Screening A-list Clients

Nina KaufmanArticles, ClientsLeave a Comment

Who are your A-List clients? When it comes to growing your business beyond yourself, clients are the tip of the spear. Without A-List clients, you don’t have good cash flow. And without cash flow, you don’t have a business. If you’re a solo or small firm, your business systems aren’t set up to handle everybody. … Read More

Are you working with clients you like?

Nina KaufmanClients, VideosLeave a Comment

Do you like your clients? Do they respect the advice they give you? Does it feel like a collaborative relationship when you’re working together? If not, that’s a sign you need to shore up your intake process. (Do you have one?) During challenging times, it’s tempting to take any client that has a pulse and … Read More

Can You Use the New “EZ” Form for PPP Loan Forgiveness?

Nina KaufmanRevenue & Profits, Videos, Your Support TeamLeave a Comment

It’s never a dull moment with the Paycheck Protection Program. It changes all the time! Just before the Independence Day holiday, the SBA released a shorter, simplified “EZ” forgiveness application and instructions for Paycheck Protection Program loans. In this short video, I share three qualifications that will allow certain solo and small firms to use … Read More