From Disconnected Systems to Full-Confidence Procore Adoption
The engagement concluded with 100% project migration to Procore, a fully connected QuickBooks integration, and a team confident in their new workflow — so confident, in fact, that TMC retained Ascent for ongoing bookkeeping and accounting services.
CLIENT
Terrence McMahon Construction (TMC) is a commercial and residential general contracting firm serving the San Francisco Bay Area since 1994. Annual revenue exceeds $16M.
CHALLENGE
TMC had purchased Procore and a QuickBooks Desktop ERP connector but couldn’t get the two systems working together effectively. Their manual project management workflows needed to be migrated into Procore, and the team lacked confidence in using the platform to manage jobs.
RESULTS
Ascent connected Procore and QuickBooks, standardized cost codes and job costing processes, trained all 10 team members through on-site and virtual sessions, and achieved 100% Procore adoption for all new projects — with the relationship expanding into ongoing accounting services.
Are your Procore and accounting systems talking to each other?
The Ascent Difference
We connected two disconnected systems and trained an entire team to manage their jobs through Procore with full confidence — turning a software frustration into an ongoing strategic partnership.
TMC Construction had been delivering quality work across the Bay Area for nearly three decades. When they invested in Procore and a QuickBooks connector, the goal was straightforward: bring project management and financial data into one connected system. But connecting software is different from connecting workflows — and that’s where they needed help.
The TMC team was managing projects through manual workflows and wasn’t confident in Procore’s capabilities. The QuickBooks connector had been purchased but wasn’t properly configured to sync data in real time. Leadership knew the potential was there — they just needed a partner who could bridge the gap between what the technology could do and how their team actually worked.
Ascent engaged through in-person discovery, system configuration, and hands-on training. Our engagement included:
- Discovery workshops at TMC’s San Francisco offices
- Procore and QuickBooks Desktop connector review and configuration
- Cost code structure update to standardize job costing
- Process mapping for full project lifecycle
- Four on-site visits with live Procore demonstrations including mobile applications
- Team and individual training sessions with training videos for future employees
- Deliverable: 100% Procore adoption with connected accounting systems and a confident team
“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.”
— Terrence McMahon
Owner, TMC Construction
The transformation was immediate and comprehensive. All new projects are now managed through Procore, manual workflows have been eliminated, and every team member has been trained on the new processes. The in-person walk-throughs — including live demonstrations of mobile applications — gave the field team tangible tools they could apply immediately.
The engagement’s impact was so significant that TMC retained Ascent for ongoing bookkeeping and accounting services — a natural evolution of a relationship built on trust and demonstrated value.
For contractors who have invested in Procore but aren’t seeing the return, the gap is almost never the software — it’s the implementation. A properly configured system with a well-trained team saves time on every project. A poorly configured one creates more work than it eliminates. The difference is whether your consultants understand construction operations or just software features.
Ready to get the full value from your Procore investment?
If your team isn’t fully confident in Procore or your accounting integration isn’t working as it should, let’s talk about how Ascent can make your technology investment pay off.