Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds.
It’s Visitor’s Day! Here’s a recording about how to run your mail merge in Word and Excel. Instructions are included for both Mac and PC.
If you get an error message, click the “Try again” link in the message (it’s a Vimeo thing)!
Do you need the templates? Click on these links to download them:
VDAY_Invitation_List_Confirmation_Sheet
RQ_Invitation_Letter_MAIL_MERGE.docx
Podcast Episode Overview Intuit just cut 17% of its workforce, roughly 3,000 employees, and Alicia is joined by Dan DeLong and Matthew “Spot” Fulton to unpack what actually happened and why it isn’t the AI story everyone assumed. Drawing on Dan’s 18 years inside the company, they break down the real drivers behind the cuts, the unusually generous severance packages,
Podcast Episode Overview Alicia and Dan DeLong recap Intuit’s May In the Know webinar, led by the big reveal that the ProAdvisor program will sunset in early 2027 and return as Intuit ProPartner Accountants. They break down the three Intuit Accountant Suite tiers (the free Core, the paid Accelerate, and the per-client Books Close add-on), walking through custom fields, KPI
Podcast Episode Overview Alicia shares her experience at BDO Evolve 2026, covering the relationship-building mindset that changed how she approached the entire conference and a session on Gen Z in the workplace that has her rethinking how accounting firms onboard and develop new staff. She also reveals that Royal Wise took home a BDO Alliance Award for Growth Strategy and
