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Strengthening Relationships with Construction Clients using Project-Level Data

STRENGTHENING RELATIONSHIPS WITH CONSTRUCTION CLIENTS USING PROJECT LEVEL DATA

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 24, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Did you know 54% of contractors track project-level data without any software in place? Getting accurate, project-level insights is the key to ensuring healthy profit margins and a quick and easy tax season!

Join this webinar with Knowify and Intuit and learn how to implement a software stack that reduces manual reconciliation and provides the most up-to-date picture of financial standing for your construction clients. Attendees will discover how to strengthen client relationships by understanding the importance of project-level financial data, reducing the amount of manual entry for clients, and giving them time to grow their businesses!

Learning Objectives:


  • Recognize how to reduce manual reconciliation for construction clients

  • Identify ways to provide your clients accurate and current information on their financial standing

  • List ways to reduce manual entry

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terrin Kalian

Knowify
Director of Customer Experience
[email protected]
(212) 233-3230

Knowifylogo

Terrin Kalian is the Director of Customer Experience at Knowify, a cloud-based project management and job costing solution for construction contractors.  Terrin has been with Knowify since the very first year and has helped it grow to what it is today.  He enjoys helping customers succeed as well as coming up with ways to improve the system for its users.  Terrin has been working in the construction industry for as long as he can remember and has found his niche in helping Contractors run their businesses as professionals.  Terrin graduated with an Engineering Management degree with a minor in Economics from Lafayette College.

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Leah Hartman

Intuit
Senior Product Consultant
[email protected]
(650) 944-3763

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Leah has been with Intuit for more than five years, currently working in Accountant Sales as a Product Consultant. Prior to sales, she supported ProAdvisor Customer Care where she assisted accountants who utilize Intuit's accounting software. While she’s able to support a vast majority of products, she specializes in QuickBooks Online, QuickBooks Online Accountant and QuickBooks Online Payroll. Leah currently resides in Tucson, Arizona where she was born and raised. Outside of work Leah enjoys horseback riding in the beautiful Sonoran Desert.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.