Once again, it’s that exciting time of year where the accounting community gathers to reconnect, network, and explore new ways to help their practices thrive. Scaling New Heights begins this Sunday in Orlando, FL (June, 19-22). The Knowify team will be there ready to share insights on the construction industry and showcase a brand new look for Knowify: Knowify 4.0!
To learn more about our construction business management software and how to become Knowify certified, come chat with our team at booth #44. Knowify certification allows you to join an expert group of high-impact advisors who pass on incredible discounts and insights to their clients, and unlocks a 6-part webinar led by construction accounting experts Hector Garcia and Tonya Schulte.
Unsure of where to spend your time at the event? Here are a few “can’t miss” session recommendations from our team:
June 19, 2:00 PM – 3:40 PM
Are you ready to play matchmaker with your clients? How to leverage cloud technology to stay relevant, by Linda Artesani
This session will help you learn how to leverage cloud technology to stay relevant in today’s business environment. It will focus on using robust cloud-based systems like QuickBooks Online along with industry-specific software.
— Do you have clients in the construction space? Knowify is Intuit’s preferred partner software for construction!
June 20, 7:45 AM – 8:45 AM
Business automation processes for superior customer efficiencies, by Vanessa Vazquez
Automation is an essential component of business success. It can help respond clients concerns and issues rapidly, while driving meaningful engagements across the entire customer journey.
Vanessa will lead this breakfast session where you will be able to learn how to take advantage of automation and processes with clients in real-time without the hassle and dive into the world of collaboration and performance.
— Best of all, starting your day with Vanessa’s energy is sure to set a positive tone for the rest of your day.
June 20, 5:30 PM – 6:20 PM
Training your clients on QuickBooks Online, by Deborah Defer
The crawl, walk, run approach to training clients. This session will demonstrate step by step how to train a client with QuickBooks Online. To build a successful long-term relationship with your client you will have to:
- Set their expectations when they are new to the platform,
- Help them help themselves, and
- Understand they needs and what they want to be responsible for.
— Deborah Defer has helped countless companies learn and onboard QuickBooks Online.
June 21, 5:30 PM – 6:20 PM
QuickBooks Desktop Migration Part 2, Advanced conversions, by MB Raimondi
Migrating a QuickBooks Desktop file to QuickBooks Online is challenging with advanced features, such as inventory, payroll, and sales tax, that are used in the Desktop file. This session will cover the following with advanced QuickBooks Desktop companies:
- What needs to be done before the conversion.
- How to convert a QuickBooks Desktop file to QuickBooks Online.
- What needs to be done after the conversion.
— At Knowify, we’ve handled many QuickBooks Desktop migrations for construction companies – and we understand that a successful desktop migration is crucial to your success with QuickBooks Online.
June 21, 5:30 PM – 6:20 PM
If your clients are determined to stay in QuickBooks Desktop, consider attending:
Construction job costing with QuickBooks Enterprise, by Tonya Schulte
Advising construction clients includes helping them navigate the wide variety of software available for job costing. In this session you will learn how QuickBooks Enterprise job costing works from setup to reporting and be better equipped to help your clients determine whether this is the right tool to accurately track every project they work on.
— While we firmly believe that running your business on cloud software is the most efficient and collaborative way to operate, we understand that changing mindset and processes is difficult. Just be aware that you may need to outgrow desktop software at some point!
See you soon in Orlando! For those wondering whether the construction niche can be the next move for their practice, definitely come see us and we’ll be happy to answer any of your questions or introduce you to other advisors in the network that can share their experience with you.