How Do You Talk “PITA” with Your Clients?

Nina KaufmanClients, VideosLeave a Comment

Since I started talking about difficult, or “PITA” clients, I’ve gotten lots of questions about how to do it … and how to have those conversations with clients. Briefly, there are three steps that solo and small firm owners should know to use the “PITA Tax” or “aggravation surcharge” successfully. Think of it like pulling … Read More

How Can You Charge a PITA Tax?

Nina KaufmanClients, VideosLeave a Comment

A PITA Tax is an aggravation surcharge. It’s an extra charge you add to your fees if a client demands an unreasonable turnaround time, keeps changing their mind, or adds more to your plate than you originally agreed. Sounds good, right? But how does it work? How can you “get away with it”? Here are … Read More

Are You Charging a PITA Tax?

Nina KaufmanClients, Videos1 Comment

Do you find your patience wearing thin with certain clients? You try to be understanding—particularly in the time of COVID. You try to be kind. You want to be of service. But difficult clients …? They deserve to get slapped with a PITA Tax. What’s a PITA Tax … and when it is appropriate for … 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