Royalwise Solutions

Intuit Accountant Suite has a lot of new features. Some of them have been there for years, and most people never found them. Take the projects and tasks center. You can build standard operating procedures for client onboarding, then assign each step to your staff. Every new client follows the same process. Nothing gets missed. Then there are the checklists. They map out what you're supposed to do with your time across the day, so your priorities don't get buried under whatever happens to land in your inbox first. → Hidden features can save hours you're already paying for. → Onboarding SOPs make every new client run the same way. → Assigned tasks create accountability across your team. → Daily checklists keep your focus on the work that matters. Most practices run on memory and habit. The person who knows the process leaves, and the process leaves with them. Documenting your workflows inside the platform turns that knowledge into something your whole team can use. Explore what's already in your account. You may already own the system you've been looking for. At Royalwise, we'll keep showing you what's in Accountant Suite and how to put it to work. Check out our new Royalwise course on the Intuit Accountant Suite!

⏰ 6 DAYS TO GO! Knowing how to use the software is just the beginning. The real value comes when you can manage, balance, maintain, and close the books—and explain what the numbers actually mean to your clients. This is a live, hands-on cohort, and we kick off November 10. You won’t just watch—you’ll be putting what you learn into action between sessions, so plan for a few additional hours each week to complete assignments and prepare for the next class. 🗓️ November 10 – December 8, 2026 🎓 18 hours | 18 CPE | Certificate of Completion ⏰ All sessions: 9–11am Pacific 🔹 Tuesdays: Watch-party training with me, including exercises and group discussion 🔹 Saturdays: Live training + Q&A with Mariette Martinez 🎉 December 8: Course Closing & Celebration with Mariette and me You’ll also have access to the class forum, session replays, and course materials to revisit whenever you need them. If you want the full cohort experience from Day 1, NOW is the time to enroll! 👉 royl.ws/acct-life-cycle

I want to give a huge shoutout to Intuit for a ragingly fun and successful Intuit Connect 26! It was our first year as a sponsor. We loved our little pre-built booth, which made everything easy, and we met a lot of really wonderful new people. Being next to the Coffee Corner was fun - we handed out books and our famous eyeglass wipes to everyone in line. Intuit is coming out with a lot of amazing new tools to manage your client work - I was seriously impressed with the new autonomous books close and the ability to match firms with new clients. One thing they emphasized was a new labeling system - PILOT are ideas they're trying with a few firms, BETA are features in release but will continue to develop with our feedback, and GA is Generally Available, ready for prime time. Intuit is listening to us! We can't wait to share our new Bookkeeping Incubator and QuickBooks Step-by-Step education resources to everyone who stopped by the booth to help them train up their staff and clients! #IntuitConnect2026 #IntuitAccountants

Intuit is releasing a lot of new features in Accountant Suite right now. And right now, they're free. That makes this the time to explore. Log in, kick the tires, and see what's worth using in your practice. One example is Books Close. It's a checklist of everything you need to monitor to make sure your books are accurate. For accountants who want a repeatable process for closing the books, that's a practical place to start. → New features are free for a limited window. → Testing now means you know what works before you rely on it. → Checklists like Books Close turn accuracy into a repeatable routine. → The best time to evaluate a tool is before you need it. Most accounting teams adopt new software in a rush, when a deadline forces the decision. Exploring early lets you make that choice on your own terms. At Royalwise, we'll keep showing you what's new in Accountant Suite and how to put it to work for your clients. Try the features. Keep what helps. Build the process that keeps your books clean. Check out our new Royalwise course on the Intuit Accountant Suite!

WOW! #IntuitConnect2026 gave us a LOT to talk about! 🤩🚀 A huge THANK YOU to Intuit for another incredible conference! From AI agents to QuickBooks Online becoming a complete firm management system, there are some REALLY exciting changes coming! But the best part? ❤️ The people! The hugs, reunions, and friendships that make this community so special. I've never missed an Intuit Connect, and THIS is why! Stay tuned… there's so much more to share! 👀 #QuickBooksOnline #RoyalwiseOWLS #AccountingCommunity

⏰ 8 DAYS TO GO! If you know how to enter transactions but still second-guess what they mean, how they affect the books, or what needs to happen before year-end, this course is for you. Alicia and Mariette start November 10! Come connect the dots and build the accounting confidence behind the clicks. Accounting Lifecycle Course Schedule 🗓️ Cohort dates: November 10 – December 8, 2026 9 live sessions, 2 hours each (18 hours total, 18 CPE) 🔹 Tuesdays 9am PT: Nov 10, 17, 24, Dec 1, 8 (Last Day) 🔹 Saturdays 9am PT: Nov 14, 21, 28, Dec 5 👉 Enroll now: royl.ws/acct-life-cycle

The traditional bookkeeping model isn't dying. It's transforming. And it's going in two different directions. One direction is scaling up. As we put in SOPs and standard operating procedures and automation, we're able to serve more clients and serve them better. Same team. More capacity. Better results. The other direction is artificial intelligence. AI is changing the nature of the work itself. Back in the day, bookkeeping was literal data entry. Typing transactions into the system. Individual line items. Manual work. That's not what bookkeeping becomes anymore. With AI handling the transaction capture, the work shifts. You're no longer entering data. You're interpreting it. Your human brain is looking at what the numbers are telling you and making it useful for the client. → Automation scales volume. More clients. Same team size. → AI eliminates manual data entry. Frees your brain. → The work becomes interpretation, not entry. → Insight becomes the product, not the transaction list. This is the future of bookkeeping. Not gone. Transformed. At Royalwise, we're teaching bookkeepers and accountants how to work in this new model. How to use SOPs to scale. How to use AI to eliminate drudgery. How to shift from transaction entry to data interpretation. Adapt. Interpret. Thrive. Check out our new Royalwise course on the Intuit Accountant Suite!

Month-end chaos isn't a bookkeeping requirement! 🧾 Learn a reliable process for managing the books, reconciling accounts, and preparing for year-end. Starts Nov 10! royl.ws/acct-life-cycle

Accountants who've been doing this for decades have a big misconception about technology: they think they can keep doing what they've always done because it works. That's fine if you're nearing retirement. You shutter when you're done. But there's a problem: right now people are buying practices. And if you haven't modernized by using cloud technologies or automation, you've made your practice unsellable. Someone buys it and takes your clients. But they don't take your policies and procedures. They don't take your manual systems. They don't take your outdated approach. → Manual systems don't scale. They're worth nothing to a buyer. → Cloud technology makes a practice modern and valuable. → Automation makes a practice efficient and transferable. → Your processes are only valuable if they're modernized. This is the real cost of staying stuck. You think you're saving money by not modernizing. But when you want to exit, sell, or have someone take over your practice is worth far less because nobody wants to inherit your manual systems. At Royalwise, we're pushing accountants to modernize now. Modernize. Build transferable systems. Make your practice valuable. Check out our new Royalwise course on the Intuit Accountant Suite!

[Begins Nov. 10th] Knowing how to enter transactions is one thing. Understanding what those numbers mean, how to keep the books accurate, and how to prepare for year-end is another! Join Alicia and Mariette to connect the dots and become a more confident bookkeeping professional. royl.ws/acct-life-cycle

Over the last decade or two, as QBO became available, accounting practices have grown significantly. Some bookkeepers stay small. A handful of clients. That works for them. But a lot of firms have grown into something different. Teams. Multiple accountants. Dozens of clients to manage. And suddenly the software that worked for a solo practitioner doesn't work for a growing firm. You need one central place that gives you an eagle eye view over what's happening across your entire team and across all your clients. You need visibility. You need coordination. You need management capability. → Growing firms manage multiple practitioners, multiple clients, one system. → You need visibility across the entire practice. → You need management tools, not just data entry tools. Intuit Accountant Suite is built for the growing firm. For the practice that has a team. For the accountant who needs to see what's happening across all their clients in real time. If your practice is growing, you need software that grows with it. Check out our new Royalwise course on the Intuit Accountant Suite!

Free Books, OWLIEs & QuickBooks Training! Find Us at Booth 60 🦉 Intuit Connect is in full swing, and we're having a blast meeting so many amazing accounting professionals! If you haven't stopped by to see us yet, come find Royalwise OWLS at the Coffee Corner, Booth 60! ☕️ We've got some exciting things to share, and a few goodies to give away, too! 📚 Meet Alicia & Get a FREE Signed Book! That's right! Alicia Katz Pollock is signing books, and we'd love to send you home with a free copy! Stop by, say hello, ask your toughest QuickBooks questions, and get some face time with one of your favorite QuickBooks educators! 💻 Discover a Whole New Way to Learn QuickBooks! We're also excited to show you our revolutionary new click-by-click QuickBooks Online training center! Whether you're training new staff, helping clients learn QuickBooks, or looking for better ways to build your team's skills, come see what we've been working on. It's a whole new approach to making QuickBooks education more practical, accessible, and effective! 🦉 Want Your Very Own OWLIE? Of course you do! Sign up for Royalwise during the conference and earn an adorable OWLIE to take home! It's the perfect little reminder that learning QuickBooks doesn't have to be a hootless experience! Don't Miss Us! Whether you're looking for better QuickBooks training, interested in partnering with Royalwise, or just want to say hello, we'd love to meet you. 📍 Coffee Corner | Booth 60 ☕️ See you soon! #IntuitConnect2026 #RoyalwiseOWLS #QuickBooksOnline #QBOTraining #AccountingFirms