Alyssa Lang interviews Christy Bowie, CPA and Founder of Christy Bowie Financial Solutions and the "In the Know" newsletter, on getting through the challenges of team management, leveraging productivity tools like ClickUp, and providing a luxury client experience in the financial industry.In this episode you’ll hear:How to create a good client experience and what that actually looks likeWhat an outstanding proposal process looks likeHow to connect clients with the right team member to better serve your clientsHow to create an excellent client experience for your clientsAbout our guest:Christy is a CPA & Financial Consultant who empowers service-based entrepreneurs to grow their business by taking away the stress of finances & creating strategic plans to scale. After starting her career serving some of the world's largest private equity companies as well as high net worth business owners and investors, Christy learned the powerful strategies that successful CEOs use to scale. Christy has served hundreds of small businesses in various industries, stages of businesses, and revenue ranges and has a passion for helping founders build legacy businesses that can provide generational wealth and a lifestyle they love. Christy’s goal is to help you feel empowered as a business owner & get back to being the CEO instead of stressing about details.Connect with Christy Bowie:Follow Christy on Instagram: https://www.instagram.com/itschristybowieCheck out her newsletter: https://learn.christybowie.com/in-the-know/Resources mentioned in this episode:💻 Kickoff with Asana for Bookkeepers & Accountants⚙️ Asana⚙️ Dubsado⚙️ ClickUp💻 Breakthrough for Bookkeepers & Accountants🗞️ Christy’s In The Know newsletter⚙️ NotionThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @workflowqueenFor more information about the Conquering Workflows & Systems for Bookkeepers & Accountants Podcast or interest in our programs or mentoring visit our resources below:Visit our website: workflowqueen.comCheck out our courses: workflowqueen.com/coursesFollow the Blog: workflowqueen.com/blogConnect on LinkedIn: linkedin.com/in/alyssa-lang-wqConnect on Instagram: instagram.com/workflowqueenConnect on Facebook: Facebook.com/workflowqueenPodcast Publishing Tools we use:Podcast Editing: Ian Gilliam: iangilliam.com