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The Software Mistake That's Quietly Costing Your Clients Money

With Alicia Katz Pollock, Owner of Royalwise

What happens when a business owner thinks QuickBooks is easy enough to run on their own, and it isn't?

In this episode of Canopy Practice Success, Alicia Katz Pollock, the "Queen of QuickBooks" and owner of Royalwise, breaks down the gap between what Intuit teaches and what firms actually need to know. She walks through the most common (and most expensive) QuickBooks mistake she sees, why certification only gets you to the fundamentals, and how she built a training business that goes far deeper than any 10-minute tutorial.

The conversation covers how Royalwise evolved from in-person classes to a national training and coaching community, why firms are shifting from bookkeeping into advisory, and how AI-driven reporting tools are finally giving bookkeepers the data they need to have real advisory conversations. Alicia also makes the case for niching by client style or size, not just industry.

Whether you're a bookkeeper looking to move into CAS, a firm owner deciding whether to train your clients or do everything for them, or someone who just wants to get more out of the software you're already paying for, this episode is packed with practical, real-world takeaways.

What You'll Learn

• Why the banking feed and Undeposited Funds are where most QuickBooks errors start, and how they lead to duplicated income and overpaid taxes
• How Royalwise grew from local, in-person classes into a national training and coaching business
• Why Intuit's official certification only teaches the fundamentals, and what a deeper, real-world curriculum adds
• How custom-branded training portals let firms offer education as part of their service menu without building it themselves
• Why a niche doesn't have to be an industry, and how client style, size, or life stage can define your specialty
• How new AI-powered KPI boards and anomaly detection in QuickBooks Online Advanced are opening the door to advisory work
• What separates a pro advisor from someone who just knows which buttons to click
• Why hands-on practice, not just watching videos, is what actually builds confidence with the software

Connect With Alicia

LinkedIn: https://www.linkedin.com/in/aliciakatzpollock

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