Mastering Client Experiences: Unveiling Secrets to Winning Proposals and Satisfaction with Christy Bowie

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

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 like
• What an outstanding proposal process looks like
• How to connect clients with the right team member to better serve your clients
• How to create an excellent client experience for your clients

About 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/itschristybowie

Check 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

⚙️ Notion

Thanks 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, @workflowqueen

For 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.com

Check out our courses: workflowqueen.com/courses

Follow the Blog: workflowqueen.com/blog

Connect on LinkedIn: linkedin.com/in/alyssa-lang-wq

Connect on Instagram: instagram.com/workflowqueen

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

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Chapter

1. Introduction (00:00:00)

2. Christie's Background and Firm Philosophy (00:01:48)

3. Creating a Luxury Client Experience (00:03:38)

4. Proposal Process Insights (00:04:41)

5. Customizing Client Proposals (00:05:43)

6. Setting Client Expectations (00:07:42)

7. Personalizing Client Interactions (00:10:42)

8. Using ClickUp for Client Management (00:15:30)

9. Automation Flow: The Game Changer (00:21:20)

10. Custom Columns and Workarounds (00:21:42)

11. Group Work and Cross Referencing (00:22:14)

12. Dashboards and Personalization (00:23:00)

13. Notion vs Asana: Different Tools for Different Tasks (00:23:36)

14. The Importance of Choosing the Right System (00:25:22)

15. Client Experience and Industry Resources (00:27:23)

16. Building Strong Client Relationships (00:30:38)

17. Advice for New and Experienced Professionals (00:34:31)

18. Conclusion and Contact Information (00:38:45)