Hiline

"I only want my financial data once per month" – said no business owner ever. Let's be real: the concept of waiting until the 20th of each month to know how your business performed makes zero sense in 2024. It's an artifact of old technology limitations, not what businesses actually need. Here's what I've learned from talking to hundreds of business owners: ⏳ They want to know their cash position NOW 📊 They need insights when making decisions, not weeks later 🙌🏼 90% accurate data today beats 100% accurate data from three weeks ago The technology exists to deliver this. The real challenge? Getting accounting firms to move past "that's how we've always done it." What would you rather have... perfect books once a month, or actionable insights every day? Drop your thoughts below 👇

"Why do we close books 12 times a year? There has to be a better way!" If you've ever asked this question (or are asking it right now), join us for a game-changing webinar on January 22nd at 9 AM PST. We're teaming up with Digits to give all Hiline clients real-time financial insights. No more month-end waiting games! In just one hour, see how we're transforming financial visibility for growing businesses. Spots are limited, so sign up now! Follow the details on the event page below. #SmallBusiness #AIFinance #SBMGrowth #AIInsights

Think R&D tax credits are only for companies with white lab coats and test tubes? Think again! The biggest myth I encounter as Head of Tax at @Hiline is that people think R&D credits are just for big tech or pharmaceutical companies. Here's the truth: - A software startup improving their app? That's R&D - A manufacturing company upgrading their processes? R&D - A food company developing new recipes? You guessed it - R&D The reality is, if your company is solving technical problems to innovate or improving products and processes, you might be sitting on thousands in tax savings and not even know it. 💡 What development work is your company doing? Drop a comment below and I’ll let you know if you’re a fit – you might be surprised to learn you qualify! You can also learn more here: https://lnkd.in/g7HBa_7R

From jumping out of planes in Afghanistan to helping shape the future of Main Street America – talk about a career pivot! 🛠️ In the latest Fiscally Awesome episode, our CEO Matt Gardner catches up with Joseph Cabrera of Mainshares, whose journey from military leader to small business champion started with lessons learned at his mom's small business. Here's why this conversation matters: $11 trillion (yes, trillion!) worth of small businesses will change hands this decade. That's a massive opportunity for the next generation of owners – especially skilled trades experts ready to build their own legacy. Joseph breaks down: 🛠️ How trades experts can become business owners (no trust fund required!) 🧿 Why treating your finances as a "necessary evil" is a dangerous game 👵🏼 Game-changing wisdom from his mom's small business playbook 🇺🇸 The future of Main Street America (spoiler: it's bright!) No fancy business school jargon here – just practical insights for anyone dreaming of owning their own shop or planning their business legacy. Listen here now or wherever you get your podcasts!: https://lnkd.in/gzSCgEND #SmallBusiness #Entrepreneurship #OperatorNetwork #BusinessOwnership

We're back, my fiscally awesome friends! This month's Fiscally Awesome Newsletter brings you: 💫 Breaking News: Our game-changing partnership with Digits 📈 Customer Story: How Rock Bottom Golf transformed their financial operations 💰 Expert Tip: The R&D tax credit that could save you up to $500K 🎙️ Podcast Feature: Digits founder Jeff Seibert on the future of finance 💼 Fresh job openings from Goldman Sachs, Closed Loop Partners, and more! Ready to modernize your financial operations? Dive into our latest edition now! 👇 #FinancialOperations #AIinAccounting #BusinessGrowth #StartupLife

Our Head of Tax Meenal Garg (CPA, CA) is offering up a pretty sweet deal if we do say so ourselves! 🍬🧁 $30K in R&D tax credit analysis feels like an amazing holiday gift... Are you in? Check it out: https://lnkd.in/gG7b-vym

😳 Running a business doesn't [or SHOULDN'T] pause for bookkeeping. But ever put off a big decision because you were waiting for last month's numbers? That's why we're partnering with Digits to give you financial insights when you actually need them – not weeks later. Join us on January 22nd at 9 AM PST to see: ☎️ How to make smart calls without waiting for perfect books ⏳ What your finances can look like in real-time (no more spreadsheet headaches!) 🫣 A peek at modern financial tools that actually make sense 🤩 A live demo of how HilineOS, powered by Digits, transforms financial clarity for growing businesses The best part? If you're a Hiline client, this is already included in your service. No extra cost. Ready to stop playing the waiting game with your finances? Registration link below 👇 https://lnkd.in/geHb_Mxk #SmallBusiness #BusinessGrowth #FinanceAutomation #FinTech

🎯 Get in on the end-of-year finance checklist you actually want to read.... We know. We know. December is all about holiday parties and trying to use up your PTO 🤣. But before you check out, make sure you complete your annual financial wrap-up. To help, we've broken it down into 10 tasks that'll set you up for success in 2025. Plus, we're here to help you check them all off if you need it! 1️⃣ Match those numbers – Make sure your bank accounts and books are telling the same story. Nobody likes plot twists in their finances. 2️⃣ Check your scoreboard – How'd you do this year? Pull those reports and see what worked (and what didn't). 3️⃣ Find those tax deductions – We know you have some hidden treasure hiding out! Make sure you work with a pro to get your deductions and credits, like the R&D credit. 4️⃣ Employee paperwork check W-2s, 1099s – Get them ready to roll for January. 5️⃣ Chase down those invoices – Time to collect what you're owed (and pay what you owe). 6️⃣ Plan next year's budget and money moves – Because winging it is fun for road trips, not finances. 7️⃣ Dream bigger – Set those growth goals. Make them real, make them happen. 8️⃣ Lock down your data – Back it up, secure it, protect it. Future you will say thanks. Feeling overwhelmed? That's why we're here. Hiline handles all this (and more) for growing businesses like yours. Let's make your year-end checklist disappear. #SmallBusiness #Finance #YearEnd #BusinessGrowth #FinancialPlanning

AI won't replace accountants. But accountants who don't embrace AI will be replaced by those who do. Before the holiday, I watched our entire team at Hiline light up during a demo of new AI-powered accounting tech. 🤩 The excitement wasn't about replacing humans – it was about eliminating the soul-crushing parts of the job that nobody likes doing anyway. Think about it: ✍️ Why manually categorize transactions when AI can do it with 90% accuracy? ⏳ Why spend hours building reports when they can generate automatically? 💀 Why dig through spreadsheets when you can just ask questions and get instant answers? The future of accounting isn't about robots taking over. It's about accountants becoming strategic advisors while AI handles the grunt work. This TOTALLY changes the way founders run their business too 😳👇 What repetitive finance-related task would you love to never do again? Share below – maybe there's already an AI solution for it 🤔 #fintech #smallbusinesstools #accountingautomation

We'd hate to be in that car Matt mentioned 😳 🙀