Jack Tompkins: Transforming Accounting Reports Into Visual Dashboards

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Manage episode 284092722 series 1376362
By Mike Michalowicz (Author of Profit First) and Mike Michalowicz. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Pineapple Consulting Firm, owned by Jack Tompkins, helps analyze and visualize data for small business owners that don't have the resources to easily dive into their numbers. Jack shares in this episode the pros and cons of visual dashboards as well as the following points:

  1. visualizing profit and loss statements in charts, graphs, etc. instead of in a QuickBooks print out
  2. automating data flow to make custom client reports refresh in your sleep
  3. using Tableau as a complimentary tool to Excel

  • Nextiva – VOIP phone providers for small businesses and fully integrated CRM

299 episodes