In this episode, Nick talks with Lauren Dozier, founder of Dozier Financial Services, about going from a corporate finance background to building a bookkeeping firm that evolved into controllership style work and full back-office support. Lauren walks through how her service offering expanded as clients needed more than clean books, what “decision-ready” reporting looks like in practice, and how she thinks about scope as the back office gets more complex. They also get into payroll, why it became a consistent pain point, and how shifting tools and delegating specialized payroll work improved both client experience and delivery. Plus, a practical look at operations, from early scrappy task tracking to building repeatable workflows as she hired a small remote, part-time team.

To connect with Lauren visit her firms website:

https://www.dozierfinancialservices.com/

or follow her on your platform of choice:

https://www.linkedin.com/in/lauren-dozier-9301878a

https://www.instagram.com/dozier.financial.services.llc

https://www.facebook.com/people/Dozier-Financial-Services-LLC/61562940217553/

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