Posts By
Heather Kunz
Heather Kunz is the manager of marketing and business development, Williams, Benator & Libby.
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 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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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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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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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 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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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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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…
Read MoreWelcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares
with Andrea Sardone from PBMares
Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.