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Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business

A show dedicated to accountants and bookkeepers who are looking to grow their practice.
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Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business
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Now displaying: Page 1
Feb 4, 2021

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
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