Essential Hiring Tactics, Team Synergy, and Visionary Execution with Lori De Witt

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

Alyssa Lang interviews Lori De Witt, Owner of DWP Consulting, Inc., a Canada bookkeeping and accounting firm. They discuss topics from setting the vision of the company, communicating it with her team, establishing values and identifying core bottlenecks with her team.

In this episode you’ll hear:

• How to be unique in the ways you offer different opportunities to your team
• Why it’s important to get support from others in the industry who get what you’re going through
• How to determine what your core bottleneck is based off your business needs
• How to set the vision, culture and values for your team and get them aligned with the direction of the company

About our guest:

Lori De Witt established and owns DWP Consulting Inc., based in Calgary, Alberta. While working at a public practice accounting firm, she saw the need for good bookkeepers, so the vision of starting her own business was born.

Lori is passionate about understanding what makes her clients effective and building financial structures and processes to make their businesses all they can be. She customizes her services to each client's needs, from basic record keeping to CFO/Controller services. She is developing a fantastic team that shares this passion.

Lori has a Bachelor of Management degree from Athabasca University and has lived and worked in several Canadian provinces and internationally. In addition to growing into her role as a successful business owner, Lori is happily married and has two teenage children and a dog named Millie.

Connect with Lori De Witt:

Connect via email: [e-mail]

Check out her website: https://www.dwpbooks.com/

Resources mentioned in this episode:

💻 Join our 5 Day Free Workflows Made Simple Challenge waitlist

💻 Kickoff with Asana for Bookkeepers & Accountants

💻 Breakthrough for Bookkeepers & Accountants

☎️ Book a 15 minute consult call to discuss what program is the right fit for you and your firm

📊 Check out Gallup’s Strengths Finder results

⚙️ Slack

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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

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Podcast Publishing Tools we use:

• Podcast Editing: Ian Gilliam: iangilliam.com

💸 Check out Plooto for receiving payments from clients that will save you a TON of money on fees (www.workflowqueen.com/plooto)

章

1. Introduction (00:00:00)

2. Lori's Mission (00:05:12)

3. When Lori Met Alyssa (00:09:51)

4. Getting on a Consult Call with Alyssa (00:12:36)

5. Applying the Breakthrough Internal Training Program (00:18:43)

6. Writing the Vision Statement (00:32:11)

7. Sharing the Vision with the Team (00:37:01)

8. Applying the Vision to Hiring (00:39:25)

9. The Results of the Vision (00:44:12)