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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, 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.

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Featured Clips - Built by Margin Podcast

Built by Margin is the podcast for founders who want both profits and peace. Hosted by Fractional CFO and Tax Strategist Laurie Chen, CPA, MBA, this podcast delivers real talk on cash flow, clarity, and scaling with soul. Whether you're chasing Series A or just want to keep what you earn, you’ll walk away with actionable insights, investor-ready wisdom, and space to breathe. Margin isn’t optional—it’s the strategy.

Listen to the latest episodes at Built by Margin

Follow On Social

  • Linkedin - Laurie Chen, CPA, MBA
  • Instagram - Advanced CFO
  • Instagram - Laurie Chen, CPA, MBA

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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