Today's Features
LISTICLE

Ten Topics for News Releases | Listicle

https://cpatrendlines.com/category/checklist/listicle/By CPA Trendlines Research

A news release is a short article you can send to newspapers, radio stations, podcasters and other media. It announces something new about your firm or provides the basic information a reporter needs to start writing an article.

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Sometimes a newspaper will run the release just as written, especially if you tell them it’s exclusive to that organization. Here are 10 topics you can write about.

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ADVISORY & CONSULTING

How Behavioral Finance Works

woman and man smiling and talking in business setting

What does money mean to the client?

By Rory Henry
The Holistic Guide to Wealth Management

I decided to call my book “The Holistic Guide to Wealth Management” because leveraging a suite of financial services offerings that work in harmony with each other is a powerful business model that can transform your firm. The transformative power of this model, however, is based on the human side of the advice we provide clients and how we can improve their lives. It’s about shifting the conversation from integrating and delivering services to clients to gaining a deep understanding of a client’s values and what gives them a sense of well-being.

MORE: Manage Change through A PACT | Priority No. 1: Your Mental and Physical Health | Trust Is the Primary Ingredient | How to Prepare Your Clients’ Kids for Their Inheritance | Annuities and Insurance Growing More Attractive | Quantifying the Value of an Advisor | Raise Your Rates to Change Your Clientele | How WealthTech Is Reshaping the Future of Holistic Advice | Profile of a Modern Firm: Putting the Vision into Practice | Tsunami of M&A, PE Is Disrupting the Accounting Profession | Introducing You to a Fulfilling Return on Relationships
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What is behavioral finance?

The Corporate Finance Institute defines behavioral finance as “the study of the influence of psychology on the behavior of investors, as well as on financial analysts.” Dr. Daniel Crosby, chief behavioral officer at Orion, and author of best sellers “The Behavioral Investor” and “The Laws of Wealth: Psychology and the Secret to Investing Success,” takes it a step further.
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ACCOUNTING VOICES

Change=Hard. Obsolescence=Worse. | Accounting Influencers

Turn disruption into opportunity and lead with confidence.

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Accounting Influencers
With Rob Brown

As disruption reshapes the accounting profession, a harsh reality is emerging: the vast majority of firms are not keeping pace. In this episode of Accounting Influencers, host Rob Brown warns that more than 70% of accountants globally are unprepared for the seismic changes sweeping through the industry, from AI and automation to evolving client expectations and a volatile talent marketplace.

“Disruption isn’t coming. It’s already here,” Brown says. “Those who don’t make the shift in time are going to get left behind—plain and simple.”

The show explores how outdated processes, resistance to change, and lagging leadership development are putting firms at risk. Leaders can no longer afford to rely solely on technical skills. Today’s environment demands influence, adaptability, and a willingness to tackle uncomfortable change head-on.

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ADVISORY & CONSULTING

Most Tax and Accounting Firms Are Relying on Pay Raises in a Losing Battle for Talent

Hiring in the management consulting sector slows, but remains positive. Tax & accounting sector shrinks workforce.

By CPA Trendlines Research

The professional services industry is accelerating a quiet but consequential reshaping toward higher-end advisory services and away from low-end compliance work.

ASK CPA Trendlines A.I.: Where do accountants go when they quit?

Consulting firms have added more than 27,000 jobs over the past 12 months, pushing total headcount to 1.56 million. In contrast, the accounting, bookkeeping, and payroll sector remains stuck near 1.155 million employees, a plateau that has persisted for much of the past three years, according to a new analysis by CPA Trendlines Research.

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ADVISORY & CONSULTING

Build a CAS Practice that Works | It’s Not Just the Numbers

The debut episode reveals why half-built CAS divisions fail and what to do instead – Plus 12 key takeaways! 

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by “It’s Not Just the Numbers: How to Move Beyond the Numbers and Deliver Real Value for Your Clients”
by Penny Breslin and Damien Greathead – See Today’s Special Offer

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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines

In the inaugural episode of It’s Not Just the Numbers, hosts Penny Breslin and Damien Greathead deliver a candid, experience-driven conversation aimed at accounting and bookkeeping firm owners seeking to move beyond compliance work and grow successful Client Accounting and Advisory Services (CAS) practices.

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The duo, who have worked together for over two decades, including hosting one of the first CAS workshops in 2013, are well-known voices in the evolution of cloud-based accounting and outsourced advisory services. Their show—named after their 2019 book—digs into the practical, strategic, and often messy realities of transitioning to advisory work. And for Breslin and Greathead, the key message is clear: building a sustainable CAS practice starts with intentionality.

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