If you can use a simple spreadsheet, you can create a valuable and powerful business tool for managing your business's clients. A client database can be more than just a list of customers' names, ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Note: The following article shares insights from the LMA Solo/Small Team SIG’s February roundtable, which focused on conducting client surveys and implementing a client feedback program.

Martus Accounting Program provides outsourced accounting and advisory teams with collaborative, automated solutions to reduce workload and increase client value. GREENVILLE, S.C., June 25, 2025 ...

Troutman Pepper has launched an initiative aimed at connecting clients with firm resources to address client challenges. The firmwide initiative, which the firm calls Troutman Pepper Plus, uses client ...

Freeway Funding is the first client to leverage a new program from Agora Data that’s designed to meet the needs of small to mid-sized finance companies. The fintech company that provides technology, ...