Growing Your Practice: Making Your Data Work for You

Sara Nanchanatt

Founder of S.N. Forensics, Sara is a forensic accountant who helps clients navigate complex financial challenges through expert analysis of accounting disputes, financial misconduct, business valuations, and more.

Dennis Riley

Founder of Goals To Results, he helps businesses take control of their data by creating customized portals that improve efficiency, complement existing operations, and support long-term success.

Three Takeaways

#1

Manual Data Entry Became Unreliable as the Practice Grew

  • Sara tracked key business data in Google Sheets, including invoices, marketing expenses, and networking activity.

  • While this worked initially, managing and updating information manually became increasingly difficult as she gained more clients.

  • Manual entry also created more opportunities for errors and made it harder to find accurate information.

#2

She needed a platform that worked with her existing systems while replacing what wasn’t working

  • Sara already had systems that worked well, such as Stripe for payments, so there was no need to replace everything.

  • Instead, the Portal replaced her spreadsheets and brought key business data into a centralized location.

  • Automated imports and tagging, along with real-time financial tracking, made it easier to organize information and understand the ROI of her networking efforts by comparing costs with the revenue generated.

#3

Sara gained immediate, data-driven insights to make more strategic decisions

  • With accurate, up-to-date data, Sara can quickly and confidently see what is working and make more informed decisions about where to invest her time and money.

  • Stripe payments are automatically connected to the Portal, reducing manual entry and helping flag potential issues.

  • The CRM attached to her portal allows her to send emails and track opens and clicks, making it easier to manage client conversations and follow up with contacts.

“Everyone says you need a CRM… I thought I’d have to build it myself. But it was actually a humble and beautiful experience to realize someone could build what was in my head. It’s helped my peace of mind and my business… What I love about this is it’s immediate. The second an invoice gets paid, I can see it in my system. I can see my ROI in real time.”

Preview the Portal for Yourself

Take your time to explore the Portal and discover how your data can be easily organized into sections such as dashboards, financials, and contacts.

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