Are you positioned to win and retain high-value construction clients?
Construction is one of the highest-revenue and most complex yet underserved verticals in public practice. This hands-on workshop equips you to become a true construction advisor, with a clear, end-to-end understanding of the job lifecycle within the Intuit platform.
You’ll learn how to configure QuickBooks Online Advanced, identify when to extend with third-party tools, and stay current as the ecosystem evolves.
Leave with:
• Construction JTBD Reference Card: three-layer framework, EN/FR
• QBO Advanced Construction Configuration Checklist
• Construction Tech Stack Evaluation Worksheet
• 3P Integration Comparison Card: Knowify, Buildertrend, Procore, ProgressionLIVE
• Quarterly Tech Review Template
• 30-Day Action Plan (fillable)
Outcome: A completed client diagnostic, an immediately implementable service model, and a quarterly technology review habit that ensures ongoing, proactive performance improvement.
Join us for a live training on TBD
Earn 3 CPD Credit Hours
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