Keeper.app

The software Alicia uses for her task lists when working with her bookkeeping clients. She can communicate with staff through its Dashboard, keep track of processes, and it has a client portal for sharing files and communicating with clients. Click here to try it out or schedule a demo. 

Accountests

Accountests helps you take the guesswork out of hiring the right person by providing reliable and easy to use skills tests, ability assessments, and personality profiles designed specifically for bookkeepers - enabling you to hire quickly with confidence.
Test for real-world skills using our Bookkeeper Test, Debits and Credits Test, or QuickBooks Online Test, or assess abilities related to bookkeeping success with our General Reasoning Ability Test. Click here to learn more.  

Anchor

Start automating your business today; from proposals to invoices, all the way to payments while syncing everything with your accounting software. Click here to learn more and sign up. 

Synder

Synder is Alicia's go-to app for importing sales into QBO. Her favorite way of using it is to import Stripe transactions into QuickBooks individually, including the customer name and product purchased. When you want to import every transaction from an eCommerce website, Synder is the right app to pick. Click here to learn more. 

The CFO Project

An exclusive membership program just for CPAs, accountants and bookkeepers to learn how to provide a scalable CFO service that actually gets results for your clients. Click here to learn more. 

Universal Accounting Center 

Since 1979, Universal Accounting Center® (UAC) has recognized the need for specialized, hands-on, visual, online small business accounting, bookkeeping & tax training. We are a Better Business Bureau accredited, online Accounting School. We've helped thousands of people get the skills, experience and credentials that they need to advance their accounting careers, start and grow their own accounting, bookkeeping and/or tax businesses, as well as expand their existing business offerings to include more value-based services. Click here to learn more.  

Mariette Martinez's Master Your Books 

We are a community of educators and business partners focusing on streamlining systems, optimizing business strategies, and propelling small businesses towards profitability, sustainability and prosperity. We believe that we must strengthen our values and fundamentals first so that we can deliver the positive impact and transformative experiences that small businesses desire and that bring joy! We serve growth-ready entrepreneurs and the accounting partners ready to strengthen their knowledge and skills to confidently join the financial conversations that count and that impact the growth, profitability and legacies of the businesses they serve and love! Click here to learn more.  

Complete Business Group (CBG) 

Complete Business Group, your trusted QuickBooks Solution Provider dedicated to streamlining your financial success. We endeavor to bridge the gap to provide you with the right solution for your individual business needs. We help small businesses purchase the RIGHT QuickBooks product at the LOWEST price and have the best SUPPORT available so that they use QuickBooks the way it was intended allowing them to have their finger on the pulse of their business. We know the market, what works and what doesn't, and only offer product that we use ourselves. Click here to learn more.  

Cashflow Mike

Get a free copy of his book, The 7 Minute Conversation. Analyze any company in 7 minutes or less. Learn how to use the income statement, balance sheet, and cash flow statement to put your finger on the pulse of your business. Also great for a consulting firm looking for a way to quickly educate your clients on how to begin using their financial statements. 

Become a certified cashflow expert.

Tax PlanIQ

TaxPlanIQ is a software-as-a-service (SAAS) platform created by accountants for other accountants. Empowering tax advisors to quote, implement, and track assigned tasks with clients and staff, all while showing your value using the ROI Method developed by Jackie Meyer, CPA. Click here to learn more and sign up. 

MileIQ

Track your business mileage for tax deductions. It logs your trips automatically. Swipe left or right to classify them as business or personal. Export reports for taxes.

Click this link for 20% off!

Forwardly 

Get paid instantly in 3 easy steps
Automatically sync invoices from accounting software. Funds deposited into your bank account within seconds, even on weekends.  Automatically sync bills from accounting software. Fast payment delivery. Choose how you want to pay, including by card to earn more of those card rewards you love. Spend more time building your business with capabilities like automatic payments, approval workflows, and recurring payments. Forwardly is designed to give you the answers you need to operate at your best.  Click here to learn more.  

Relay 

Relay makes it easy to understand precisely what you’re earning, spending and saving so you can make the smartest decisions for your business. Take the grind out of expense tracking with ultra-detailed data. Relay cleans and standardizes vendor names, captures receipts from card spend and keeps a record of team spending. Relay directly syncs comprehensive data for in- and outgoing transactions to QuickBooks Online and Xero for simple, speedy and meticulous bookkeeping. Click here for more information.  

Expensify

Are your employees charging expenses to credit cards? Import the receipts directly into QBO, and create expense reports for reimbursement. Click to sign up here. Enter Alicia's email address alicia@royalwise.com at registration in the billing area for 15% off.

ShareARefund

Do you sell products and ship to customers? Did you know that if your delivery is late, UPS, FedEx or DHL owes you a full refund? Share A Refund audits your deliveries, files your claims, and automatically gives you 50% of the money back. Click here to get your money back!

ChecksForLess 

The next time you need to order QuickBooks-compatible checks, click here! Checksforless.com provides high-quality voucher and 3-up checks at a fraction of the cost of checks from Intuit or your bank. 

CorpNet

Formalize your business. Form an LLC or Incorporate. File for trademarks, copyrights, and patents. Manage your compliance documentation. CorpNet.com is fast, reliable, affordable, and guaranteed. Click here and make your dreams a legal reality.

Popl

This was my favorite gadget of the year! It's a business card, keychain, bracelet, or phone sticker. Instantly give your contact info to anyone by simply tapping their phone.  They get your picture, bio, phone, email, and social media links, all in one tap. Now I don't have to pass out business cards anymore!

I love it so much I got one of each for everyone in my office!

ScannerPro

Since I got this phone app, I haven't used my scanner once. Take a picture of any document and turn it into a PDF that you can then email, fax, or save in dozens of integrated apps. Combines multi-page documents automatically. It even has OCR. OMG useful! Click here to see why.

Knowify

For contractors who have outgrown QuickBooks, turn to Knowify. This construction system gives you job costing and project management tools. It synchronizes the bookkeeping to your QuickBooks automatically. Click here to sign up, and give them code KNOWALICIA to get 20% off.

Rewind.com

Rewind keeps track of individual activity in QBO and allows you to undelete, recreate, or revert single transactions. It also works for Shopify and BigCommerce websites. Sign up here.

HammerZen

Import your Home Depot receipts and statements into QuickBooks Online or Desktop. Code them to the correct category, assign them to a customer for job costing, mark them as Billable to the client, and add Classes too!. Sign up here. Please enter "Alicia Pollock" in the Association box so they know I sent you!

Acuity Scheduling

Would it free up your time if you didn't have to call or email back and forth with your clients to find an appointment time that works for both of you? We use Acuity so that our clients can schedule right from our website. It sends appointment reminders so they don't forget! Multiple schedules, and integration with QBO, Google Calendar, iCloud, and Zoom. Click here to sign up!

Chart of Accounts import for all industries

Looking for common Charts of Accounts for industry-specific files? Click here for a list from Intuit. Copy/Paste the list into Excel, and then you can import from there!

Divvy 

The #1 corporate card & expense management platform.
We’ve combined seamless expense management software with the world’s smartest business card, so you never have to process another expense report. Click here to sign up. 

Cloud Accounting Templates

These resources from Kellie Parks, the Saasy Accounting Coach out of Canada, are worth checking out! She has complete checklists and templates for managing your bookkeeping practice, including Asana, ClickUp, 17Hats, Financial Cents, and Pixie. She also has engagement and disengagement letters and other great resources. Don't start from scratch! Use code ROYAL for 15% off. https://saasy.coach/

Camtasia

Create and share images and videos for better training, tutorials, lessons, and everyday communication. Click here to sign up with Alicia's discount.  

Xenett Autoreview

A Smart, Robust and Reliable app designed for accountants that simplifies, streamlines and automates the Financial Review Process for QuickBooks online. Click here to sign up get a 50% discount for next 3 months.

Melio

Melio offers small businesses the best online bill paying service. Pay any invoice via bank transfer, totally free, or use your credit card*. No monthly fee, no subscription costs.

The Woodard Alliance

Joe Woodard's program is a high-level training program for bookkeeping firm owners who want to dial in their tech stack and grow their firm. Their robust program has a membership component, monthly meetings, and is a who's who in the accounting world! Click here to find out more and join!

DocuClipper

I just discovered a new app that you won't need often, but when you do it's a gamechanger. DocuClipper allows you to extract transactions off scanned or downloaded PDFs to turn them into an import into QBO's banking feed. This will allow you to import transactions from banks that don't connect to QBO, or historic transactions over 2 years old. It's comparable to MoneyThumb's PDF2QBO converter, but a lot less work, contains its own reconciliation to make sure you didn't miss any transactions, and it's a LOT easier to use. I myself won't subscribe monthly, just when I need it on a project, but WOW! Find out more here. 

Canopy app

Client List - Quickly view all of your clients and highly pertinent information at-a-glance.
Custom-Branded Client Portal - Help your clients by giving them a centralized experience for documents, tasks, invoices, payments, and more.
Calendar & Email Sync - Eliminates the wasted time of jumping between programs
Mobile App - Give your clients an on-the-go experience with our highly-ranked mobile app. Click here to learn more and sign up. 

 Veem

This Accounts Payable third party software integrates with QuickBooks Online so that you can make vendor payments electronically in bulk. You may already make your payments using your bank's website, but that means you still have to recreate it in QBO. This way, create the Bill in QBO, and head to Veem.com when it's time to make your payments. You can even pay international vendors, which most other solutions can't do. There are no monthly fee or wire transfer fees, just $1 per transaction! (You can even receive international payments, too!). Click here to create an account.