206: Seeing is Believing in Your Design Firm

FinancialMetrique Solutions
Written By Michele Williams

206: Seeing is Believing in Your Design Firm

with Jack Tompkins

Joining me on the podcast today is Jack Tompkins of Pineapple Consulting. Jack and I met back in 2020. And we shared the love of numbers and metrics instantly. Jack and I began working together early in 2021 to bring visuals to my clients and now we have joined forces to create Metrique Solutions, a software application for business owners, and to give you the ability to see your KPIs in a quick visual dashboard. And so today on this show, we are going to talk specifically about the power of seeing your financials in one place and at one time.

Topics Mentioned:

  • Graphics

  • Visual data

  • Gold vs. dirt

  • Understanding your financials

Listen to the Episode

Key Thoughts:

  • Metrique to me was kind of the culmination of a bunch of spreadsheets out there, all the ideas were out there. We need to put it all together. Jack Tompkins (7:57) 

     

  • Pieces just started falling into place for other team members and people that had a skill set that was outside of mine and outside of yours. A team of people that can come along and catch the vision. Michele (9:10) 

     

  • At the end of the day, the goal is to put out a product that everybody can hold their head high and be very proud of. And I believe that that's exactly what we have done with Metrique. Michele ( 12:33) 

     

  • When I see an income statement, or a QuickBooks file, I'm happy to parse through it and it's okay. When I actually see it in colors and graphs, it literally comes to life, and it points out all these different insights that you don't really see from a black and white income statement in QuickBooks. Jack Tompkins (12:58) 

     

  • My goal, and the goal that you agreed with me and helped me bring to life was how do we make it digestible? How do we take all of the information from a p&l and from all these other data sources, put it together in a way that even if you are not financially focused, even if you don't have a business degree, even if you would consider yourself fully and totally a creative, you can come into this, set a couple of small goals and then watch the dashboard as your data is loaded, and see it in a way that you can consume it. Michele (18:10) 

Contact Michele:

Contact Jack:

References and Resources:

Click here to read the transcript for this episode.

Michele Williams
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