Christy Bowie, CPA
I’m Christy, CPA and financial consultant for ambitious service-based entrepreneurs
I know you deserve more than a financial professional who only looks at your books when they file your taxes every year.
If you’re anything like me, you have goals and dreams to create a legacy for yourself- not just a source of money for right now.
You’re ready to use your business to create lasting, generational wealth.
All of this sounds great on the surface… but I know it can also feel scary. It’s easy to feel overwhelmed when you think about everything you have to manage.
Entrepreneurship is often over-romanticized, but I have been through the tough times of sacrifice and I know what is waiting for you on the other side.
I’m here to help you make your finances work for you– not the other way around.
TLDR:
CPA, Master of Accounting, fellow entrepreneur, helping you understand how to leverage your business to build the life you want.
Peep my credentials
After obtaining a Bachelors and Masters degree in accounting with a specialty in Tax I went on to sit for my CPA license and work at a Big 4 Accounting firm. I had the opportunity to work with some of the largest global companies, however I quickly realized the monumental flaw in the accounting world. Most accountants work in a very transactional method - filling out paperwork and tax returns AFTER the year is over when nothing could be done about the result….
After leaving public accounting I shifted gears and went to work at a financial planning firm. While there, I helped businesses through all phases of life, from inception to growth and finally exit plans. I also helped these business owners with retirement planning and wealth building. While there, I started to truly see how much opportunity there is to build wealth and control your own destiny for business owners if they were given the proper resources and advice.
As I considered these two distinctly different but somewhat related fields, I started to see a vision for how the tax planning knowledge of the CPA world and the proactive mindset of the financial planning world could come together in a powerful way to allow business owners all encompassing plans to achieve their financial goals in a very efficient way (aka making your money work for you, not he other way around). But this could only happen IF the accountant was involved the process throughout the year.
After this realization, I knew I had to do something to change that way the industry works and create a revolutionary approach to working with a CPA….
My M.O.
Each client I work with holds a unique place in my heart as I watch you grow, develop, and achieve milestones you didn't even realize were possible. There is nothing I love more than an email or text from a client sharing small victories or massive successes.
I will always be your biggest supporter but am also not afraid to give tough love when you need it.
And while this is naturally my personality, you can also be confident in the fact that my CPA license actually obligates me to be a fiduciary, which means I am legally and ethically obligated to put your best interests first as well as maintain a relationship of good faith and trust – AKA I’ve got your back! 😉
Check out my services to see the ways I can help you