When AI Meets Accounting: Modernizing Money Management
Welcome back to the Fiscally Awesome Newsletter, where 2025 is already shaping up to be, well... fiscally awesome!
Remember how we promised to make finance more exciting than your average spreadsheet? We're kicking off the year with some seriously cool news. Starting in January, we're rolling out our partnership with Digits , bringing AI-powered financial insights to your business. Think of it as giving your finances a superpower upgrade – except instead of flying, you get crystal-clear financial visibility. Want to see it in action? Join our live webinar on January 22nd.
This month, you'll discover how Rock Bottom Golf modernized their entire financial operation, learn about a game-changing R&D tax credit that could save your business up to $500K, and hear from Digits founder Jeff Seibert about the future of AI in finance. Plus, we've rounded up the latest opportunities in finance and accounting.
Let's dive in!
– Liz Feller , Your Fiscally Awesome Editor
Service Spotlight: Rock Bottom Golf Scores a Financial Upgrade
For Rock Bottom Golf , an e-commerce leader known as “the TJ Maxx of the golf industry,” staying competitive meant more than just great deals on golf gear – it meant modernizing their entire financial operation.
”We really thought we were doing all the right things,” says Thomas Rath , Founder & CEO. But they were still accounting the old-school way – good ol' back office paperwork style. They needed to evolve.
The transformation has been anything but par for the course:
“Our monthly reporting package with Hiline... it's leaps and bounds beyond what I was used to,” says Tom. “Now I leave meetings with clarity instead of questions.”
The Bottom Line
By modernizing their financial operations, Rock Bottom Golf gained the efficiency and insights needed to keep growing while staying competitive in the super-competitive golf e-commerce landscape.
Reserve your spot now to join us on January 22nd and learn how real-time financial insights can transform your business.
Expert Tip of the Month: Your Innovation Work Could Be Worth More Than You Think
Here's something most business owners don't realize: all that time you spend improving your products, optimizing processes, or developing software? It could qualify for significant tax savings through R&D tax credits.
What actually counts as R&D? You might be surprised. You qualify if you're:
?? Developing new or improving existing products
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?? Solving technical challenges
??? Testing different solutions
???? Working on software development
Real Example: One of our clients, Jahnel Group, an Inc. 5000 company , discovered $1.1 million in R&D credits over four years – money they were able to put right back into growing their business.
The Best Part? These credits can:
Quick Money Math: If you're investing in innovation (and you probably are), you could qualify for up to $500,000 in annual tax savings.
? Limited Time Opportunity: Through December 31st, we're offering the first 20 new tax clients a free R&D tax study for up to $30,000 in credits (that's a $6,000 value).
Want to see if your innovation work could cut your tax bill? Schedule a free review.
This isn't tax advice. Every business is unique, and benefits may vary.
Featured Finance & Accounting Roles
Fiscally Awesome Podcast: From Code to Cash Flow with Digits Founder Jeff Seibert
Here's the thing about Jeff Seibert – before diving into the world of finance, he was busy building software that now runs on billions of devices worldwide. After launching the wildly successful Crashlytics and leading product at Twitter , he set his sights on a new mission: transforming how businesses interact with their finances.
In this episode, our CEO Matt Gardner sits down with Jeff to explore the future of financial operations. Their conversation cuts through the typical tech jargon to discuss:
Whether you're curious about the intersection of AI and finance or just want to see where business operations are headed, this conversation offers a fresh perspective on the future of financial intelligence.
Ready to hear how technology is making finance more accessible for everyone? Listen Now.
?? Dream team!