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Want AI dashboards that actually talk back to your data? Check out Fabi 👇 🔗 Try Fabi (partner discount): https://www.fabi.ai/?via=jack 🍍 Our AI Dashboard services: https://www.pineapplecf.com/ai-dashboards

Finance pros are notorious for hiding behind spreadsheets — but what happens when one of their own decides to call that out? John Sanchez went from military kid moving 12 times before graduation, to doing M&A deals at Blockbuster, to accidentally stumbling into entrepreneurship, to becoming one of the go-to communication trainers in accounting and finance. Turns out the bar is low — and he's made a career out of raising it. **In this episode:** - How growing up as a military brat (12 moves, one tiny kid) forged a scrappy, adaptable mindset — and an eclectic group of friends - The ROTC hallway protection racket that Jack called out as a "higher-level bartering system" - Why John bought Tony Robbins cassette tapes in high school and why he was simultaneously afraid they *wouldn't* work — and that they *would* - From Big Six accounting to M&A at Blockbuster — including a private jet trip to evaluate Aaron Spelling's entertainment empire at age 23 - The accidental entrepreneur moment at a Chamber of Commerce meeting that changed everything - Why the communication bar in accounting and finance is surprisingly low — and the simple frameworks that can get you most of the way there - Chris Voss, rejection words, labeling emotions, and why "is now a bad time?" is better than "do you have a minute?" - Lightning round: no TSA Pre-Check, skeptical of airport breakfast, and strong opinions on pre-flight cocktails **Chapters:** - 00:00 – Intro & Fun Fact - 02:46 – Growing Up Military: 12 Moves & a Roach Coach - 05:10 – ROTC, Eclectic Friends & the Hallway Deal - 10:44 – Tony Robbins Tapes & the Psychology Bug - 15:53 – Six Majors, FSU & Landing on Accounting - 20:33 – The Vouching Moment That Changed Everything - 23:13 – M&A at Blockbuster & a Private Jet to 90210 - 30:06 – The Accidental Entrepreneur - 34:44 – Communication Training for Finance Pros - 38:09 – Rejection Words, Chris Voss & Labeling Emotions - 46:26 – Lightning Round & Networking Tips - 50:51 – Where to Find John **Connect with John Sanchez:** - LinkedIn: https://www.linkedin.com/in/fpajohn/ - FP&A LinkedIn Group: https://www.linkedin.com/groups/2223974/ **Connect with Jack Tompkins:** - LinkedIn: https://www.linkedin.com/in/jack-tompkins/ - Company: https://www.pineapplecf.com - Speaking: https://www.pineapplejacktompkins.com/

Get your data automated from QBO and into the perfect database structure with Dataddo! Full walkthrough video: https://www.youtube.com/watch?v=zBzJ2boeiW8 More on us: https://www.pineapplecf.com Free Dataddo trial: https://www.dataddo.com/signup?utm_source=pineapple&utm_medium=newsletter&utm_campaign=partner_newsletter

Scrappy Beginnings, Sophisticated Strategy — ft. Neel Singh of Tropoly What do hand-drawn comic book ads, a secret stack of freelance business cards at a bank job, and a drunk chef have in common? They're all chapters in Neel Singh's story — and they're exactly why he's one of the most interesting people in B2B marketing today. Neel is the Managing Partner and Founder of Tropoly, a former CMO, and a multi-time founder who's built his career at the intersection of creative instinct and strategic rigor. Jack and Neel dig into what it actually means to deliver sophisticated strategy to scrappy clients — and why Neel tells every new client their beautiful plan is "complete bullshit" before the real work begins. In this episode: - From graphic design side hustles to running a tapas bar at 28 — Neel's wild path to the C-suite - Why great strategy should come with a scenario planning dashboard, not just a slide deck - The "heads and hands" philosophy behind Tropoly's integrated marketing approach - How Vancouver Film School shaped Neel's storytelling instincts (and ruined movies for him) - Getting sassy with AI, birthday hangovers, and the all-subject-line email heard 'round the office Verdict: Scrappy beginnings. Sophisticated execution. A healthy and very intentional blend of both. - 00:00 Intro & Sophisticated Scrappiness - 01:58 Growing Up in Vancouver — Creatives, Entrepreneurs & Poets - 06:23 Comic Books, Video Games & Finding Creativity Early - 11:47 Bad Grades, Film School & Learning Differently - 19:10 First Business: Graphic Design & Sliding Extra Cards at the Bank - 22:14 Buying a Restaurant at 28 — The Real MBA - 28:00 From CMO to Founder: Building Tropoly - 36:00 Integrated Marketing for Complex Industries - 43:00 Why Every Strategy Plan is "Complete Bullshit" (And What to Do About It) - 47:04 Lightning Round 🔗 Connect with Neel: https://www.linkedin.com/in/neelsingh https://tropoly.io 🔗 Connect with Jack: https://www.linkedin.com/in/jack-tompkins/ https://www.pineapplecf.com https://www.pineapplejacktompkins.com/ ---

Profit First is a powerful way to find hidden profit leaks that quietly drain small businesses. Diane Gardner helps business owners use the Profit First method to manage cash flow, increase profit margin, and build healthier businesses that actually keep the money they earn. Her journey into this work started in an unlikely place. Diane grew up in a tiny mining town of about 1,500 people where entrepreneurship was not exactly the family career path. Her dad worked in the mines and believed in practical skills like learning to drive a manual truck on a hillside before she could ever take the wheel. A chance connection with an accountant in her small town eventually set Diane on a path that turned into a decades long career. Today she is a tax strategist, Profit First coach, author, and host of the Profitable Home Services Podcast. She works with contractors and small business owners who want to increase profit margin, grow revenue, and turn hard work into real financial results. Along the way we talk about the early days of building a business from scratch, the lessons that shaped her approach to money, and the mindset shifts that help small business owners grow profitable companies instead of just busy ones. *What Comes Up When Consultants Talk Shop:* 🍍Growing up in a tiny mining town and how a chance connection led Diane into accounting 🍍The scrappy early years of entrepreneurship, from ramen noodles to door to door client hunting 🍍Why many hardworking business owners still struggle to turn revenue into real profit 🍍The hidden profit leaks quietly draining home service businesses 🍍Why the classic December spending spree is terrible tax planning 🍍Creative tax strategies most small business owners have never heard about 🍍How the Profit First system changes the way businesses manage cash flow 🍍Simple ways to generate more revenue from existing customers instead of chasing new ones 🍍How Diane helps blue collar business owners become wildly profitable and proud of it *Key Moments:* 00:00 Intro 02:10 Growing Up In A Tiny Idaho Mining Town And Why Scrappy Was The Only Option 12:45 The Unexpected Reason Diane Became An Accountant 23:30 Door To Door Client Hunting And The Reality Of Building A Business From Scratch 37:15 Why Growing Revenue Still Leaves Business Owners Feeling Broke 49:40 The Real Problem With Last Minute Tax Planning 64:20 How The Profit First System Changes The Way Owners Handle Cash 82:10 Why Your Best Customers Are The Ones You Already Have ABOUT Diane Gardner: Your Profit & Tax Coach A Speaker and Best-Selling Author Quilly Award recipient Host of the Profitable Home Services Podcast Learn more about Diane and connect at https://profitcoach4you.com/ ABOUT JACK TOMPKINS & PINEAPPLE CONSULTING FIRM Jack (aka "Pineapple Jack") is the host of Scrappy but Successful, a professional speaker, and the founder of Pineapple Consulting Firm. As one of the early Fractional Analysts, Jack brings his clients' data to life with storytelling visuals and impactful insights while adding a sense of humor that makes analytics actually fun. You’ll see that fun come through in spades on Scrappy but Successful as he aims to bring out the guest’s personality through laughter and stories, while giving listeners some pretty useful takeaways along the way. Head to https://www.pineapplecf.com/ to turn your data into visual, understandable, decision-driving insights.

Dataddo is our favorite Data ETL too for getting QuickBooks data into a dashboard! This is a full walkthrough on how we use Dataddo to get data flowing so it can be easily put into a dashboard. For more on Dataddo, check them out here: https://www.dataddo.com/signup?utm_source=pineapple&utm_medium=newsletter&utm_campaign=partner_newsletter For more on us: https://www.pineapplecf.com/ White-label dashboards: pineapplecf.com/white-label-dashboards **Chapters:** • 00:00 - Intro & What We're Building • 00:47 - Setting Up a Flow in Dataddo • 01:29 - Connecting & Configuring QuickBooks as a Source • 04:40 - Setting Up Google Sheets as a Destination • 06:32 - Reviewing the Data Output • 07:41 - Building a Dashboard in Looker Studio & Wrap-Up

What happens when a self-proclaimed lazy kid who once walked out of high school ends up running an award-winning IT company known for creating raving fans? That is exactly what Isaac Alexander unpacks in this conversation about customer service mastery, business strategy, and sustainable growth. Isaac is the President of Quo Vadis, Charlotte’s Best IT Provider for 2025, and a former mortgage sales leader who helped scale a company from four people to more than one hundred almost overnight. From a father-in-law challenge that changed his trajectory to leading through rapid growth and rebuilding with discipline, Isaac shares the inflection points that shaped him. This conversation dives into how to improve customer service, shift customer perception, and turn a so-called “commodity” service into a competitive advantage. Isaac explains how improving customer experience through measurable response times and service standards drives customer satisfaction, customer engagement, and long-term loyalty. You will also hear how forward-looking KPIs, EOS scorecards, and disciplined business strategy support sustainable growth, scaling strategies, and smart acquisition planning. It is a practical look at customer service psychology, growth strategies, and overcoming real business obstacles without losing your edge. *What Comes Up When Consultants Talk Shop:* 🚀The father-in-law conversation that forced Isaac to level up and leave the restaurant world behind 🚀What scaling from 4 people to 100 in under two years feels like on the inside and the business obstacles that come with rapid growth 🚀Why anxiety hit hard during expansion and how discipline became the reset button 🚀The mindset shift from “we do IT” to “we are a customer service company that happens to do IT” and how that improved customer perception 🚀The 15-minute response standard that elevated customer satisfaction and changed the entire service experience 🚀Why most MSPs lose clients without realizing it and how frictionless onboarding improves customer engagement 🚀How EOS scorecards and forward-looking KPIs prepare you for scaling strategies and acquisition 🚀What it really means to dream big enough to support sustainable growth for your team and your clients 🚀The scrappy traits Isaac still carries today and the structured systems that support customer service mastery *Key Moments:* 00:00 Intro 02:10 Early Career Plot Twist And The Moment Things Got Real 14:35 The First Time She Realized Growth Creates New Problems 27:50 When Leadership Stops Being About You And Starts Being About The Team 41:20 The Conversation That Forced A Hard Business Decision 55:45 What Actually Moves The Needle In A Service Business 71:30 The Data Check That Changed How They Measured Success 88:40 The Perspective Shift That Ties It All Together ABOUT ISAAC ALEXANDER: President of Quo Vadis Inc. 13 years in the mortgage industry Learn more about Isaac Alexander and connect at https://quo.cc/ https://www.linkedin.com/company/quovadis-it https://www.facebook.com/people/Quo-Vadis/61578842335195/# https://x.com/QuoVadisInc Charlotte’s Best Award Winner: https://www.votedcharlottesbest.com/listing/2025/it-computer-services ABOUT JACK TOMPKINS & PINEAPPLE CONSULTING FIRM Jack (aka "Pineapple Jack") is the host of Scrappy but Successful, a professional speaker, and the founder of Pineapple Consulting Firm. As one of the early Fractional Analysts, Jack brings his clients' data to life with storytelling visuals and impactful insights while adding a sense of humor that makes analytics actually fun. You’ll see that fun come through in spades on Scrappy but Successful as he aims to bring out the guest’s personality through laughter and stories, while giving listeners some pretty useful takeaways along the way. Head to https://www.pineapplecf.com/ to turn your data into visual, understandable, decision-driving insights.

Centralize all your clients in one spot, from Hubspot data to Looker Studio! This has been a game changer for some of our clients and I highly recommend having something like this to save you time and prove your value to clients! More on us: https://www.pineapplecf.com https://www.pineapplecf.com/marketing-dashboards