Royalwise Solutions

⏰ 4 DAYS TO GO — and this is your final weekend to get registered! Knowing where to click is one thing. Knowing how to manage, balance, analyze, maintain, and close the books is what turns you into a stronger bookkeeping professional. Mariette and I built this live cohort to help you understand the WHOLE accounting journey—not just the software—so you can confidently explain the numbers and provide insights your clients can actually use. 🗓️ Nov. 10–Dec. 8 🎓 9 live sessions | 18 CPE ⏰ Tuesdays + Saturdays, 9–11am PT 💻 Replays + lifetime course access included We start Tuesday, so if you want to join us from Day 1, this weekend is the time to enroll! 👉 royl.ws/acct-life-cycle

What a fantastic time at Intuit Connect! This was Royalwise’s first year as a sponsor, and I loved meeting our students, podcast listeners, and fellow accounting pros! Three big topics kept coming up: Intuit’s renewed commitment to accountants, how AI is transforming our industry, and what’s next for Royalwise. We’re expanding our training with QBO memberships, personalized support, and scalable solutions for firms, schools, and businesses! The conversation doesn’t end in Vegas! Learn more at royalwise.com and questivaconsultants.com. #IntuitConnect #intuitaccountants

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!