Improving TMC's confidence in Procore
Ascent aligned and connected TMC’s Procore and Accounting systems, provided in-depth training, and increased the team’s confidence in leveraging Procore to manage their jobs.
Location: San Francisco, CA
Annual Revenue: ~$16M+
“The value we received from Ascent’s consulting services was far beyond the investment we made with them. They are now a trusted resource, and we look forward to our continued relationship with them.”
Procore and Accounting
Ascent and TMC worked through a structured discovery process to ensure they would be using Procore most effectively and that Procore and the Accounting system were properly connected and synching data in real time.
Connecting Procore® and QuickBooks
TMC Construction started using Procore in May 2022 to manage its construction projects. After purchasing Procore + QuickBooks Desktop ERP connector in June 2022, TMC reached out to Ascent to get the two systems working together.
Complete review of Procore and QuickBooks for job costing
Implementation of proper accounting processes
Provide team and individual training on all new tools
Comprehensive assessment of job management process
Update of cost code structure to standardize job costing
Provide remote support to build and enhance team confidence
Reassessing team roles and responsibilities
Configure Procore Financials and Quickbooks to share data
Provide training videos for new employees
Confidence in the new process
“Our team agrees that we are more confident than ever to proceed with managing our jobs through Procore which now saves us time and improves our project management processes.”
Terrence McMahon
Owner
100%
All new projects are now managed with Procore
4
Visits to the TMC offices, ensuring that all team members were confident in the new processes
10 / 10
Team members trained in on the new Procore and job management processes
Ready to maximize efficiency and profitability?
Setting up TMC for continued success
Ascent started Discovery workshops with TMC in San Francisco to learn about their projects, financial processes, and current level of Procore usage. By the end of the project, Ascent team members had been back to the west coast twice for on-site Procore training, worked with TMC’s leadership virtually, and facilitated several Q&A sessions for TMC Project Coordinators.
The TMC team saw an immediate improvement in their Procore skills. In-person walk-throughs of all Procore tools included live demonstrations of mobile applications that provided tangible value to the team on how to leverage these tools in the field. The TMC team was able to immediately apply what Ascent suggested for both their field and their office teams.
Third-party accounting
TMC Construction and Ascent Consulting will continue working with each other through 2023 and beyond. Following the revamp of their Procore usage, TMC decided to enlist Ascent’s financial experts to perform all of their bookkeeping and accounting.
Ascent continues to help the TMC team foster a growth mindset and enjoys watching their business thrive.
