Jack Tompkins: Transforming Accounting Reports Into Visual Dashboards
Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business - A podcast by Mike Michalowicz - Thursdays
Categories:
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: visualizing profit and loss statements in charts, graphs, etc. instead of in a QuickBooks print out automating data flow to make custom client reports refresh in your sleep using Tableau as a complimentary tool to Excel
