Join Hiline CEO Matt Gardner in conversation with Rebecca Bostwick, Principal at Bostwick Strategy Group, as they tackle one of the most important truths in nonprofit management: not all funding opportunities align with your mission, and saying yes to the wrong money can cost your organization more than saying no.

In this episode, Rebecca shares her 25 years of experience working with nonprofits from grassroots organizations to national institutions, revealing how to thread together strategy and funding decisions. Learn why accepting a grant without proper systems can drain resources, damage donor relationships, and pull your organization away from its core mission.

Key Takeaways:

• The four Ps framework: Purpose, People, Practice, and Product/Program
• Red flags to watch for when evaluating grants and major donors
• Why cashflow matters more than you think with reimbursable grants
• How board composition must evolve as your organization grows
• Essential questions to ask before accepting any grant

Perfect for: Executive Directors, nonprofit leaders, board members, and anyone navigating the complex world of nonprofit funding and strategy.

Connect with Rebecca Bostwick:
🔗 Rebecca A. Bostwick – linkedin.com/in/rebecca-a-bostwick/
🔗 Rebecca's Website: bostwickstrategygroup.com

About Hiline:
Hiline specializes in R&D tax credits, AI-native accounting solutions, and nonprofit financial services. We help organizations build the financial systems needed to manage complex funding requirements and scale sustainably.

Schedule your free consultation: hiline.co/get-started

Discover how R&D tax credits could put hundreds of thousands of dollars back into your startup's pocket! Join Matt Gardner, CEO of Hiline, and Meenal Garg, Head of Tax Services, as they break down everything you need to know about R&D tax credits and the game-changing 2025 legislation updates.

What You'll Learn:

• How to unlock up to $500K in payroll tax offsets during your first 5 years
• The 4-part qualification test that determines if you're eligible
• Biggest misconceptions keeping businesses from claiming credits they deserve
• Documentation strategies to maximize your credit and minimize audit risk
• Why failed projects still qualify for R&D credits
• Amendment opportunities for 2022-2023 to recover taxes you've already paid

Key Takeaways:

• You DON'T need to be profitable to claim R&D credits
• Failed R&D projects still qualify for credits
• New 2025 legislation allows 100% deduction of US R&D expenses (reversing the 2022 capitalization rules)
• Businesses can amend 2022-2023 returns to get refunds
• Credits offset payroll taxes dollar-for-dollar in early years
• Qualifying expenses include wages, contractors, supplies, and cloud hosting costs

‼️ Special Offer: FREE R&D study for first-time customers with credits up to $20K!

Connect with Hiline:
🌐 Website: https://hiline.co
🧮 Free tool: R&D Tax Credit Calculator
💼 LinkedIn - Meenal Garg
💼 LinkedIn - Matt Gardner
📧 Contact: info@hiline.co

About Our Expert:
Meenal Garg is a California-licensed CPA with 25+ years of experience helping tech companies and startups unlock millions in R&D tax credits. She leads Hiline's tax services team of 8 professionals with over 50 combined years of expertise.

Why Choose Hiline:
✓ 15% fee (vs industry standard 20-30%)
✓ Comprehensive documentation & audit protection
✓ State credits included at no additional cost
✓ Holistic approach combining accounting, tax prep & R&D studies
✓ Partner-focused, not just a service provider

Subscribe for more insights on small business finances, accounting, and tax strategies that actually make sense!

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• How BILL's new W-9 Agent and Expense Reconciliation Agent work, potentially saving 650,000+ hours of work across their customer base
• Why "deleting" workflows (not just digitizing them) is the future of accounting technology
• How AI agents create competitive advantages for forward-thinking firms while improving talent retention
• The shift from compliance-focused accounting to tech advisory and strategic guidance
• Real talk about AI replacing accountants and why capacity—not technology—is the biggest challenge facing firms today

• Learn more about BILL
• Read BILL's AI Agent announcements
• Connect with Ariege on LinkedIn
• Connect with Matt on LinkedIn