Raj Dhawan, CPA, MBA

Multi‑state tax gets complicated fast for SaaS - different states treat the same product differently, remote teams create new obligations, and small errors can snowball into penalties and messy due diligence later. Scaling SaaS firms rely on specialized accounting partners like OATS to stay compliant across states while finance teams stay focused on growth. #MultiStateTax #SaaSFinance #SalesTax #TaxCompliance #CFOCommunity #AccountingOps #SaaSAccounting #OATSAdvantage

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Lease accounting is complex under ASC 842, but your journal entries don't have to be. From initial recognition to monthly adjustments, understanding ASC 842 journal entries is key for accurate, audit-ready reporting. Read our guide on ASC 842 journal entries for: ✔️ Clear examples ✔️ Operating vs. financial lease treatment ✔️ Tips to simplify compliance Full guide: https://lnkd.in/ggUYsY8J #ASC842 #LeaseAccounting #JournalEntries

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The best accounting firms aren’t just keeping up, they’re leveling up. SoftLedger’s Accountant Partnership Program helps firms support complex, high-growth clients with real-time financial visibility, faster closes, and less manual work. More insight. Better advisory. Stronger client relationships. Learn more: https://hubs.li/Q042HZLp0 #AccountingPartners #SoftLedger

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GRF CPAs & Advisors is transforming audit workflows with Trullion’s AI-powered Audit Suite. From automating sample testing to summarizing board minutes and tying financial statements, Trullion is helping the team reclaim valuable time for high-level client work. The Journal of Accountancy highlights how GRF is leveraging Trullion to streamline their work and make more room for client-facing insights. Explore how leading firms are putting AI to work: https://lnkd.in/d6bpBcGE Tricia Katebini, CPA, MBA | GRF CPAs & Advisors | AICPA | #journalofaccountancy

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💡 Today’s CPA firms are expected to do more with less — more clients, more services, tighter deadlines. But adding headcount isn’t always the answer. Outsourcing key functions like payroll, bookkeeping, or tax prep can free up your team to focus on high-value work, reduce burnout, and improve margins — without sacrificing control. Discover how outsourcing can help your firm scale smarter:https://zurl.co/scaling #CPAFirms #Outsourcing #Payroll #AccountingGrowth #Efficiency

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Your role is the primary reason your firm isn’t earning more. You carry a level of responsibility most clients never fully understand. You prepare accurate returns, guide financial decisions, and protect them from costly mistakes. Yet your pricing may not reflect the strategic oversight you provide. If you run an accounting firm, this episode will challenge how you think about pricing, positioning, and workload. The issue is rarely effort. It is the disconnect between the strategic responsibility you carry and the way your services are structured and priced. That misalignment shows up as long hours, fee pressure, and clients who question value. In this episode, you will learn how to: 👉 Reposition your firm from compliance provider to financial leader 👉 Use language that supports value‑based pricing and attracts stronger clients 👉 Restructure pricing to increase revenue while reducing capacity strain You will leave with a clear roadmap you can apply to one client immediately. Watch the episode to identify where your pricing model is capping growth—and how to realign it for stronger profitability and long‑term stability. #StrategicPricing #FinancialLeadership #FirmStability #AccountingBusiness #ProfessionalServices

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