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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, Healthcare, and more
▪️ 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.

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Austin Office:

5540 N. Lamar Blvd

Austin, TX 78756

Los Angeles Office:

251 South Lake Avenue, Suite 800

Pasadena, CA 91101

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