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...
All content for Built by Margin is the property of Laurie Chen, CPA, MBA and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Built for Profit: Laurie Chen’s Journey from Numbers to Impact
Built by Margin
4 minutes
6 months ago
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...
Built by Margin
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...