


Most founders I work with already have a CPA, a bookkeeper, and dashboards. But they still ask...
➛ How long will our cash really last?
➛ Can I afford this hire or GTM push?
➛ What’s killing our margin?
Hi, I'm Laurie! Based in Austin, I help Founders and Business Owners make confident decisions with clear, real-time financial visibility — without the overhead of a full-time CFO.
With 17+ years across finance, tax, and M&A, I’ve helped companies from $500K to $20M ARR gain control of their numbers, prep for funding, and build scalable financial systems.
𝐌𝐲 𝐛𝐚𝐜𝐤𝐠𝐫𝐨𝐮𝐧𝐝 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐬:
▪️ CPA + MBA from Duke University
▪️ Industry experience across SaaS, AI, DevTech, Health Care, and Construction
▪️ Proven wins in margin growth, forecasting, and fundraising prep
𝐏𝐚𝐬𝐭 𝐰𝐢𝐧𝐬 𝐢𝐧𝐜𝐥𝐮𝐝𝐞:
✅ Increased margin by 171% within one year for a $20M startup
✅ Cleaned up forecasting + cash visibility for a Series A SaaS team
✅ Supported multiple exits with smart, investor-ready modeling
Whether you're bootstrapped or VC-backed — your numbers should tell a story you trust.
Featured Clips - Built by Margin Podcast
Built by Margin is the podcast at the intersection of risk, numbers, and decision-making for founders, CEOs, and high performers. Hosted by CPA, fractional CFO, and author of the upcoming book Risk Worthy, Laurie Chen, CPA, MBA, the show explores how better decisions create better businesses, stronger leadership, and more meaningful long-term outcomes. From financial strategy and entrepreneurship to intelligent risk-taking and growth, each episode helps you think sharper and build with intention.
Austin Office:
5540 N. Lamar Blvd
Austin, TX 78756
Los Angeles Office:
251 South Lake Avenue, Suite 800
Pasadena, CA 91101







