Scaling New Heights 2019 Conference

by | Nov 18, 2019

Alicia to speak at Scaling New Heights 2019

Alicia Katz Pollock was invited to speak at the 2019 Scaling New Heights Conference in Salt Lake City, June 16 – 19.

If you’re unable to attend the conference in person, these courses are available online in the “On-Demand” section of our learning portal at learn.royalwise.com.

Click here for additional information and registration for Joe Woodard’s Scaling New Heights Conference.

Alicia will present three 50-minute sessions:

BACKING UP QUICKBOOKS ONLINE: YOU HAVE OPTIONS!

QuickBooks Online is backed up automatically so that they will never lose your data, but sometimes that’s not enough. What if you want a snapshot of the file after taxes are paid? What if you’re importing data and it blows up? What if you deleted a transaction and you wish you could bring it back? You have backup options for QBO, both in-product and through 3rd party apps.

Learn how to export your QBO file to QuickBooks Desktop. See how Chronobooks creates automatic and on-demand snapshots so you can roll back to any point in time, or copy a new QBO file. See how Rewind.com allows you to recreate a single transaction.

GETTING TO WORK: USING QBOA’S PRACTICE MANAGEMENT TOOL TO ORGANIZE YOUR COMMUNICATION

Intuit is working hard to make QuickBooks Online Accountant your central hub to manage your bookkeeping and accounting practice. The new Work area tracks upcoming deadlines, and delegates tasks to your team. The Client Requests allows you to communicate with your clients, and even request and store documents. You don’t have to cobble together to-do lists, file sharing, and conversation tools anymore…it’s all in-product!

Create client projects and tasks with due dates and track their progress. Delegate work to your team. Upload files to your clients, and ask them to share files, too.

USING QUICKBOOKS PAYMENT SOLUTIONS FROM SWIPE TO AUTOMATION

Speed up your A/R with integrated QuickBooks Merchant Services. Square, Stripe and PayPal may be familiar and ubiquitous, but they can be hard to manage in QuickBooks. Instead, QB Payments fully integrates with QuickBooks and QuickBooks Online, saving time and frustration. ProAdvisors even get wholesale rates, which you can pass on to your customers. Swipe credit cards in the field using the QBO Mobile App, or GoPayment. Email invoices with a Pay Now button. Create recurring sales receipts that charge your clients automatically. QB Payments makes it easy for your customers to pay you!

Learning Objectives:

– How to sign up for QB Payments and get reduced ProAdvisor rates
– How to swipe cards using the EMV readers
– How to automate monthly customer payments

 

Accounting ConsultantAlicia is Up for Awards!

Alicia has been named one of the 2019 Top Accounting Consultants in the U.S. by Fit Small Business. Take a look at her profile here!

For the last two years, Alicia ranked in the top 200 Intuit ProAdvisors.  This year her goal is to break through to the Top 100! You can help her achieve this by leaving her a review on the FindAProAdvisor.com website.

If she breaks the Top 200 again at the end of March, she’ll need your votes to ascend the rankings. We’ll send out a link for you to click on and vote.

We will offer discounts and promotions to celebrate if she hits the Top 100, so please help her out!

 

Spring Clean Your Mac

Spring is in the air! We’ve set our clocks forward and now it’s time to start thinking ahead.  When was the last time you did a “spring cleaning” on your Mac? Luckily, Jamie is offering a Live Class and Webinar on March 23rd.  In this hands-on session, we will show you how to optimize your Mac and how to tell what condition your machine is in. We’ll talk about the things that slow your iMac or laptop down, and use several tools including Disk Utility to fix problems, and Disk Inventory X to locate large or duplicate files. For more information or to register for this class please click here.

 

Mentorship Memberships™ to our new Learning Management Portal

Alicia and Jamie are now both offering QuickBooks Online and Apple Mentorship Membership subscriptions in our new website.  At Learn.Royalwise.com, we have a library of over 60 video courses about Apple Macs & iPhones, QuickBooks, Microsoft Office, and Productivity. Instead of buying our classes a-la-carte, you can now subscribe for a low monthly fee and watch as many courses as want!

Every time you finish a course, you earn a certificate that you can use for CPE credit or job-related education.

  • The entry level Bronze Membership package gives you access to the entire Royalwise On-Demand Video Library in either the Apple or QuickBooks track. You also get access to group forums to ask questions any time. $29/mo.
  • The mid-level Silver Membership gives you access to all the video courses and the group forum, plus a free 1-hr Happy Hour Live Webinar every month where we meet as a group for training and open-ended Q&A. You also get a $39 coupon towards Live Classes! $49/mo.
  • The top-tier Gold Mentorship package comes with all of the above, as well as perks like 60 minutes of dedicated 1-on-1 time every single month. $199/mo.
  • The Apple Gold Mentorship also includes computer virus and hardware monitoring for extra security.

To make learning fun, our learn.royalwise.com website also features the “Wisdom Quest” game, where you earn points for every video you watch and every quiz you take. As you achieve your Knight Owl, Duke Owlington, Queen Owlizabeth, and King Owlthur awards, we’ll reward you with swag, t-shirts, bonus courses, and free appointments with Jamie and Alicia.

Join us in our growing, active community of enthusiastic learners!

 

 

 

 

 

About Jamie Pollock

Jamie has worked as an independent business and tech consultant for many years, assisting large companies and small businesses in developing a wide variety of strategies and solutions. His past clients include Jantzen, Symantec and Intel, just to name a few. With an innate ability to explain complex topics, expertise in all things iPad and iPhone, and an infectious sense of humor, Jamie is a master at helping people become confident in everyday technologies.

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