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

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Scott Scarano, Owner and Founder of Accounting High and Padgett Business Services, on the importance of communication and trust within a team, experiences with software systems, reflections on transitioning from sales roles to passion projects, and the challenges and successes of managing teams in introverted industries.

In this episode you’ll hear:

• How communication and trust within a team are crucial for business success
• How to let go of the sales process to your team
• Why over communicating is essential in introverted industries
• How to empower team members to take on more responsibility and embrace personal growth

About our guest:

Scott Scarano is an eccentric entrepreneur with the heart of a lion and the soul of a housecat. Scott’s "Why" is empowering all growth-minded entrepreneurs, in his reach, to thrive and prosper. Scott’s Padgett team is filled with passionate advisors with unique personalities who share the same virtues of empathy and integrity in everything they do. Scott did the school thing and has the credentials, but his real value comes from his questioning mind and grit to push through any adversity. Scott lives in Raleigh, bleeds Carolina blue, and dedicates himself to his astonishing wife, Juana, and three surprisingly intelligent kids; Julia, Frankie, and Arya.

Connect with Scott Scarano:

Follow him on LinkedIn: https://www.linkedin.com/in/scottscarano Subscribe to his YouTube channel: https://www.youtube.com/@accountinghigh Listen to his podcast: https://podcasters.spotify.com/pod/show/accountinghigh

Resources mentioned in this episode: 🎙️ Accounting High Podcast 📚 "The Way of Integrity" by Martha Beck ⚙️ 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

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

Alyssa Lang interviews Brooke Swan, owner and founder of Clarity Bookkeeping & Consulting who’s on a mission to help her clients gain more clarity in their finances. Brooke’s become an educator in this space and today they talk about how to identify month end deadlines and how to shift them for clients to create better project management for herself and her team.

In this episode you’ll hear:

• The original due date Brooke set for herself and her team to hand over financials
• The reality of managing month end close for a large amount of clients
• Due date options for sending clients final reports
• How to get passed unrealistic pressure we put on ourselves
• How to survey your clients to determine what day they want their reports
• How to get input from your team and make changes for the better

About our guest:

Brooke Swan is the founder and CEO of Clarity Bookkeeping & Consulting. She started her firm in 2018 with the goal of helping business owners not only understand their finances, but enjoy a better work-life balance and helping them build the business of their dreams. Through their advisory services and creative strategic approaches, Clarity has helped hundreds of business owners reach their goals!

Brooke operates her firm on a 4-day work week that values efficiency, collaboration, and positivity which also allows her team to enjoy a better work-life balance as well! Brooke has a burning desire to help others and has been coaching other bookkeeping business owners for years. She now exclusively coaches with Team Workflow Queen in their Breakthrough program. She has been featured on the I Love Bookkeeping Podcast, The Finance & Accounting Show podcast, and was a featured speaker at BKX 2022.

Resources mentioned in this episode:

💻 Breakthrough for Bookkeepers & Accountants

💻 Bookkeeper Launch program

🔗 CloudHQ

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

Follow the Blog: workflowqueen.com/blog

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

Connect on Instagram: instagram.com/workflowqueen

Connect on Facebook: Facebook.com/workflowqueen

Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com