Built by Margin

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Built by Margin

Laurie Chen, CPA, MBA

20 episodes

2 days ago

In episode 19 of Built By Margin, Laurie Chen interviews Joseph Dunaway, Founder of VICI Financial, as he discusses how technology and AI are transforming the accounting landscape, allowing for more personalized and efficient services. Tune in to hear Joe’s insights on building a business with integrity and the importance of adapting to the future of accounting. TIMESTAMPS [00:01:04] Future of accounting services. [00:06:06] Investment in accounting services. [00:10:27] AI in tax planning s...

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Entrepreneurship

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In episode 19 of Built By Margin, Laurie Chen interviews Joseph Dunaway, Founder of VICI Financial, as he discusses how technology and AI are transforming the accounting landscape, allowing for more personalized and efficient services. Tune in to hear Joe’s insights on building a business with integrity and the importance of adapting to the future of accounting. TIMESTAMPS [00:01:04] Future of accounting services. [00:06:06] Investment in accounting services. [00:10:27] AI in tax planning s...

Show more...

Entrepreneurship

Episodes (20/20)

Built by Margin

Scaling Smarter: The Future of Accounting with Joe Dunaway

In episode 19 of Built By Margin, Laurie Chen interviews Joseph Dunaway, Founder of VICI Financial, as he discusses how technology and AI are transforming the accounting landscape, allowing for more personalized and efficient services. Tune in to hear Joe’s insights on building a business with integrity and the importance of adapting to the future of accounting. TIMESTAMPS [00:01:04] Future of accounting services. [00:06:06] Investment in accounting services. [00:10:27] AI in tax planning s...

5 days ago

42 minutes

Built by Margin

Risk Worthy: Fail Fast

In episode 18 of Built By Margin, Laurie Chen shares key insights from her upcoming book Risk Worthy. — This episode shares a never-before-read excerpt on why “Fail Fast” is essential to growth. Laurie reframes failure as deliberate experimentation: define your hypothesis, read the signal, and plan the next iteration you’ll start by Monday. QUOTES "Fail fast. It is better to experience failure than to not take any shots in life or in business, making decisions in the risk worthy framewo...

6 days ago

5 minutes

Built by Margin

Risk Worthy: Minimizing Risk and Regret

In episode 17 of Built By Margin, Laurie Chen shares key insights from her upcoming book Risk Worthy. She discusses risk, regret minimization, and decisions that compound—covering practical risk tolerance (why many successful founders start as side hustles), lowering uncertainty through iteration, and using your “80-year-old self” as a filter, echoed by lessons from Jeff Bezos and Dharmesh Shah. QUOTES "You won't know all the answers, but you can move closer to the answers. You move closer ...

6 days ago

6 minutes

Built by Margin

Risk Worthy: Defining Your Best Possible Future as a Founder

In episode 16 of Built By Margin, Laurie Chen shares key insights from her upcoming book Risk Worthy. She explains how to define your best possible future, focus on meaningful returns—not just quantitative returns—and take intentional steps to make your vision inevitable. She also offers a simple action prompt and invites listeners to join her early reader list. Tune in for valuable strategies to grow your business intentionally and effectively! TIMESTAMPS [00:01:18] Best Possible Futur...

2 weeks ago

8 minutes

Built by Margin

Faith, Finance, and Fitness with Nnamdi Oparanozie

In episode 15 of Built By Margin, Laurie Chen interviews Nnamdi Oparanozie, a strategic CFO and purpose-driven entrepreneur, who shares how he integrates faith, fitness, and finance into both business and life, and why serving others is at the core of his mission. Tune in to discover how to build a profitable business while staying true to your core values. TIMESTAMPS [00:01:58] F5 core values framework. [00:05:06] Transition from corporate to ministry. [00:07:48] Stewardship in financial m...

2 months ago

28 minutes

Built by Margin

Where Finance Meets Operations with Kelsey Daingerfield

In episode 14 of Built By Margin, Laurie Chen interviews Kelsey Daingerfield, a Powerhouse in Operations and a Fractional COO, as she shares her journey across industries—from aerospace to higher education—and how she discovered her passion for operations and change management. Tune in to discover insights on how to work smarter, not harder, and the value of operational excellence in driving business growth. TIMESTAMPS [00:01:13] Operations and process optimization. [00:04:06] Fractional CO...

2 months ago

40 minutes

Built by Margin

Risk Worthy in Health and Finance with Laurie Chen, CPA, MBA

In episode 13 of Built By Margin, Laurie Chen shares insights from her upcoming book, "Risk Worthy", emphasizing the importance of making choices that align with the best version of oneself and prioritizing qualitative returns on investment over purely quantitative measures. Tune in for valuable strategies on becoming your best self and making risk-worthy decisions. TIMESTAMPS [00:01:33] Best version of yourself. [00:04:54] Financial metrics tracking. [00:07:15] Turning insights into income...

2 months ago

7 minutes

Built by Margin

Introducing Risk Worthy: A New Framework for Decision Making with Laurie Chen, CPA, MBA

In episode 12 of Built By Margin, Laurie Chen shares insights from her upcoming book, "Risk Worthy", exploring the concept of risk beyond just numbers. Discover how to evaluate risks in your life and business through a new framework that emphasizes qualitative outcomes. Tune in to discover how to navigate the complexities of risk and make smarter financial decisions. TIMESTAMPS [00:01:18] Evaluating risks in decision-making. [00:03:46] Risk-worthy decision-making framework. QUOTES “Risk W...

3 months ago

5 minutes

Built by Margin

Maximizing Wealth: How to Use Taxes as a Financial Weapon with Tony Hoong, CPA

In episode 11 of Built By Margin, Laurie Chen welcomes tax strategist Tony Hoong, the Founder and CEO of The CPA Dude, as he shares insights into the biggest misconceptions about taxes, emphasizing that they don’t have to be a dreaded obligation. Instead, he explains how taxes can be used strategically as a wealth-building tool. Tune in for valuable insights on how to navigate tax season and make smarter financial decisions for your business. TIMESTAMPS [00:01:21] Tax misconceptions and wea...

4 months ago

37 minutes

Built by Margin

Risk Worthy: A Sneak Peek into Laurie Chen's Upcoming Book

In episode 10 of Built By Margin, Laurie Chen shares exciting updates about her journey, including her upcoming book titled "Risk Worthy," set to be published in 2026. Laurie dives into the complexities of decision-making in life and business, introducing her unique risk-worthy framework that goes beyond conventional wisdom. Tune in for insights that can help you make smarter financial choices and move forward confidently in your entrepreneurial journey. TIMESTAMPS 00:00:04 - Introduction t...

4 months ago

3 minutes

Built by Margin

Financial Strategies from Samuel Crane on Balancing Growth and Profit

In episode 9 of Built By Margin, Laurie Chen interviews Samuel Crane, President & CEO at Desert Rivers Credit Union, and Franchise Owner of Cinch I.T., as he highlights the importance of financial planning, the lessons learned from startup capital, and the balancing act of growth versus profitability. Tune in to learn about the intersection of finance, technology, and community impact. TIMESTAMPS [00:02:25] Startup capital for new businesses. [00:06:39] Growth vs. scaling in business. [...

4 months ago

36 minutes

Built by Margin

Two Fractional CFOs Chat: The Balance between Maximizing Value and Minimizing Taxes with Byron Wolfe

In episode 8 of Built By Margin, Laurie Chen interviews Byron Wolfe, a Certified Public Accountant and Founder of The CFO-AF, as he shares his insights on the importance of combining tax strategy with Fractional CFO services, emphasizing how understanding both sides can lead to significant savings and increased business valuation. Tune in for insights on optimizing cash flow and navigating the complexities of financial strategy. TIMESTAMPS [00:01:07] Tax strategy insights from experience. [...

5 months ago

33 minutes

Built by Margin

Empowering Women Entrepreneurs: Nutrition, Fitness, and KPIs

In episode 7 of Built By Margin, Laurie Chen interviews Sharleen Cheung, a Nutrition and Perimenopause Health Coach, to discuss the importance of improving energy through healthy habits, the link between founder health and business success, and the mindset shifts that led her to measure the KPIs and financial metrics that actually helped to reenergize her profits. TIMESTAMPS [00:01:15] Nutrition coaching origin story. [00:05:24] Strength training for women’s health. [00:07:40] Nutrition mis...

5 months ago

37 minutes

Built by Margin

Building a Legacy: How Financial Discipline Fuels Business Success

In episode 6 of Built By Margin, Laurie Chen interviews Antonio Green, Author, Public Speaker, and Director at James H. Cole Home for Funerals. From modernizing operations to navigating the financial complexities of building a new location, Antonio reveals the lessons he learned about financial discipline and the importance of relationships in business. Tune in to discover how effective financial strategies and innovative thinking can lead to substantial business growth. TIMESTAMPS [00:01:3...

5 months ago

30 minutes

Built by Margin

Empowering Women Entrepreneurs: Breanne Benson's Journey to Financial Freedom

In episode 5 of Built By Margin, Laurie Chen interviews Breanne Benson, a Digital Creator, also known as The Coupon Queen, as she discusses her journey in building a successful affiliate marketing business through social media. Breanne also talks about her evolution from teaching others how to save money through couponing to coaching women on monetizing their social media without needing to create their own products. Tune in to learn how Breanne empowers women to achieve financial independenc...

6 months ago

28 minutes

Built by Margin

Know Your Numbers: Kim Sutton on Building a Business That Scales

In episode 4 of Built By Margin, Laurie Chen interviews Kim Sutton, the Principal at Vintage Sign & Light, as they explore the importance of having a solid financial foundation, the impact of processes on business scalability, and the significance of understanding your numbers. Tune in to learn how the right coaching can inspire new perspectives and strategies for financial success. TIMESTAMPS [00:02:02] Coaching for business growth mindset. [00:06:01] Lack of processes in business. [00:1...

6 months ago

36 minutes

Built by Margin

From Chaos to Clarity: Alexander Mair on Streamlining RevOps and Startup Success

In episode 3 of Built By Margin, Laurie Chen interviews Alexander Mair, Founder and CEO at Fabricant Ops, as he discusses the common challenges startups face and the importance of templatizing solutions to alleviate pain points for future leaders. Tune in to hear valuable insights on entrepreneurship and financial lessons learned along the way. TIMESTAMPS [00:02:43] Revenue operations challenges explained. [00:05:58] Bootstrap funding decision. [00:08:19] LLC benefits for entrepreneurs....

6 months ago

29 minutes

Built by Margin

From Solopreneur to CEO: Robyn Thiessen’s Journey to Sustainable Growth

In episode 2 of Built By Margin, Laurie Chen interviews Robyn Penner Thiessen, a Leadership Coach and the Founder of RPT Consulting, as she discusses her vision of supporting leaders to effectively lead their teams and the challenges she faced while navigating the world of entrepreneurship. Tune in to hear insights on building a profitable business and making smarter financial decisions. TIMESTAMPS [00:01:18] Jumping into entrepreneurship. [00:06:40] Hiring a virtual assistant. [00:09:1...

6 months ago

31 minutes

Built by Margin

Built for Profit: Laurie Chen’s Journey from Numbers to Impact

In this first-ever episode of Built By Margin, Laurie Chen, a Certified Public Accountant and the Founder of Advanced CFO, shares her journey from CPA to working with startup founders and small business owners, revealing how her passion for numbers and strategy has helped countless entrepreneurs achieve profitability and peace of mind. Tune in to discover the inspiration behind the podcast's name and learn about the core focuses of financial strategy, profitability, tax planning, and su...

6 months ago

4 minutes

Built by Margin

Preview of Built by Margin

Built By Margin is the no-fluff, straight-talking financial podcast for entrepreneurs who are ready to go beyond revenue and start building real profit. Hosted by Laurie Chen, Fractional CFO and Tax Strategist, each episode pulls back the curtain on the financial strategies that actually drive business growth. From mastering cash flow and decoding your financial statements to uncovering hidden tax savings, Laurie makes the numbers make sense—without the jargon or overwhelm. Whether you’re a...

7 months ago

1 minute