Posts By
Heather Kunz

Heather Kunz is the manager of marketing and business development, Williams, Benator & Libby.

Rhonda Clark AAM|

Q&A with AAM Executive Director Rhonda Clark

By Heather Kunz / May 12, 2022

Rhonda Clark became the Association for Accounting Marketing’s (AAM) executive director on January 1, 2022. She had served as AAM’s association manager since 2018 as part of AMR Management Services, AAM’s association management company. Clark and her team have been managing AAM’s day-to-day operations since the previous executive director, Lauren…

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Accounting Marketing Professional reviewing Martech strategies for firm growth|Accounting Marketing Professional reviewing Martech strategies for firm growth

MarTech Playing More Strategic Role in Firm Growth

By Heather Kunz / November 9, 2021

Accounting and advisory firm marketers need technology to do and tell them more than ever before. While new marketing technology (martech) tools are rolled out every week, it seems, tech-savvy marketers are looking beyond individual tactics to ensure martech solutions integrate with other firm technology to play a bigger role…

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Does Client Experience Impact Buying Decisions|Does Client Experience Impact Buying Decisions - social

Does Client Experience Impact Buying Decisions?

By Heather Kunz / May 24, 2021

Is client experience a deciding factor for prospective clients as they consider engaging a new accounting and advisory firm? It seems like a simple question, but marketers and business developers have long struggled to accurately and definitively define the role CX plays in client acquisition. Some of the trouble stems…

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Image of Eric Majchrzak offering his partner POV on being a CEO of an Accounting Firm|Image of Eric Majchrzak offering his partner POV on being a CEO of an Accounting Firm

Partner POV with Eric Majchrzak on Being the CEO of an Accounting Firm

By Heather Kunz / May 11, 2021

Eric Majchrzak is a shareholder and chief strategy officer of BeachFleischman in southern Arizona. In December 2020, he was named CEO-elect of the firm and will take over as CEO in January 2022. It is rare for a non-CPA, let alone a marketer, to become a CEO of an accounting…

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Employee shaking hands with client across table

Retain Clients with an Improved Client Onboarding Experience

By Heather Kunz / May 10, 2021

Traditionally, accounting and advisory firms have approached onboarding new clients by getting the least amount of information needed to get them into the billing system. However, client experience (CX) professionals agree this is a significant missed opportunity. Not improving the client onboarding experience can cost thousands, even millions, of dollars…

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|Growth Strategies Partner POV Heidi LaMarca Image

Growth Strategies Partner POV with Heidi LaMarca

By Heather Kunz / October 27, 2020

Growth Strategies co-chair Heather Kunz spoke with Heidi LaMarca, CPA, Managing Partner of Windham Brannon in Atlanta, about her firm’s marketing and business development approach in this partner POV interview. How are the business development and marketing functions structured at Windham Brannon? Our marketing and business development (BD) functions are…

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Growth Strategies Partner POV Header Image with Scharrell Jackson Spotlight|Growth Strategies Partner POV Header Image with Scharrell Jackson Spotlight

Growth Strategies Partner POV with Scharrell Jackson

By Heather Kunz / October 6, 2020

After serving for more than 20 years as a partner, CFO and COO of Squar Milner, Scharrell Jackson took the helm as principal and COO for BPM LLP in California. This occurred just as the U.S. economy was sidelined by the COVID-19 pandemic. Jackson provides her partner POV in this…

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Image of Abe Schlissefeld who discusses his Partner POV on Accounting Marketing|Image of Abe Schlissefeld who discusses his Partner POV on Accounting Marketing

Partner POV on Accounting Marketing: Abe Schlisselfeld CPA, EA

By Heather Kunz / July 30, 2020

Abe Schlisselfeld is a tax partner and leader of the Real Estate Group at Marks Paneth, one of the 50 largest accounting firms in the U.S. He is a recognized thought leader on Qualified Opportunity Zones, often blogging on hot topics in real estate. Below, Abe offers his partner POV…

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Featured: Season 4 Episode 1

What a Business Development Executive Does

with Danielle Reynolds, Business Development, Manager with Whitley Penn

A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.