Jack Tompkins: Transforming Accounting Reports Into Visual Dashboards

Show Summary

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

Jack spent the majority of his professional career in the insurance world.  His roles ranged from analyst to product manager, and strategic partnership owner to team manager, all of which helped craft his ability to form Pineapple Consulting Firm.

Jack has now taken those analytical, financial, and partnership skills and offers them to small businesses that know how impactful data can be but don’t have the internal resources to turn their data into a powerful business asset.

With a strong drive to work with people (not just numbers!), Jack aims to have some fun working with clients while analyzing and visualizing their data through Excel and Tableau dashboards so clients’ past performance can inform their future strategy.





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