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Built by Margin

Built by Margin

Auteur(s): Laurie Chen CPA MBA
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À propos de cet audio

Built by Margin is the podcast for founders who want both profits and peace. Hosted by Fractional CFO and CPA - 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.

© 2025 Built by Margin
Gestion et leadership Économie
Épisodes
  • Building Trust and Community: The Secrets Behind Let Kelly's Success
    Dec 3 2025

    In episode 22 of Built By Margin, Laurie Chen interviews Kelly Jedele, the founder of a successful residential cleaning and organizing company based in Austin, Texas, as she discusses her company's growth, the importance of community engagement, and her unique customer acquisition strategies, including the power of word-of-mouth referrals and goodwill advertising.

    Tune in to gain insights on building a profitable business while maintaining flexibility and prioritizing family.


    TIMESTAMPS

    [00:01:19] Starting a business after firing.

    [00:07:30] Company cars for business efficiency.

    [00:10:41] Biggest risks in business ownership.

    [00:12:34] Betting on Yourself.

    [00:16:32] Employee recognition and morale.

    [00:22:01] Tax strategy for business growth.

    [00:25:36] Revenue model and pricing strategy.

    [00:32:03] Future growth and strategy.

    [00:34:06] Favorite book influences life.

    [00:36:45] Dog ownership and rescue.


    QUOTES

    • "I would say one of the biggest risks is just starting and planning." -Kelly Jedele
    • "I truly believe looking at my employees in the eyes and recognizing them in the morning when they're here is important." -Kelly Jedele
    • "I am just looking at what I want to do next in my life, like, for what would warm my spirit and speak to my soul." -Kelly Jedele



    SOCIAL MEDIA LINKS


    Laurie Chen

    Instagram: https://www.instagram.com/lauriechencpamba/

    Facebook: https://www.facebook.com/lauriechencpamba

    LinkedIn: https://www.linkedin.com/in/lauriechen/


    Kelly Jedele

    Instagram:https://www.instagram.com/kellyjedele/

    LinkedIn:https://www.linkedin.com/in/kellyjedele/


    WEBSITES


    Built By Margin: https://www.builtbymargin.com/


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    38 min
  • Unlock High-Performance in Business and Life with Fraser Bayley
    Dec 1 2025

    In episode 21 of Built By Margin, Laurie Chen interviews Fraser Bayley, the founder of Elite Nutrition, as he shares his incredible journey from struggling with mental health issues to becoming a sought-after performance strategist for high-achieving entrepreneurs, executives, and athletes.

    Tune in for an engaging conversation that promises to bring value to your personal and professional life.


    TIMESTAMPS

    [00:02:30] Mental health transformation journey.

    [00:05:39] Human optimization and health.

    [00:09:50] Change your mindset, change life.

    [00:11:17] Mindset and health transformation.

    [00:17:09] Energy management as you age.

    [00:20:29] Energy management strategies for wellness.

    [00:23:17] Step count and movement benefits.

    [00:27:08] Hydration's impact on health.

    [00:29:15] Sleep optimization strategies.

    [00:33:23] Insulin resistance and ADHD connection.

    [00:39:00] High-level coaching and support.

    [00:42:10] Transformation through personalized coaching.

    [00:46:00] Importance of tracking KPIs.

    [00:47:48] Transitioning from physical to online.

    [00:52:25] Intuition vs. Data in Health.

    [00:54:54] Insights into income.


    QUOTES

    • "If you can learn and master your energy, you can honestly achieve almost anything." -Fraser Bayley
    • "You can give someone a good plan, but it's as good as their ability to integrate it into their life." -Fraser Bayley



    SOCIAL MEDIA LINKS


    Laurie Chen

    Instagram: https://www.instagram.com/lauriechencpamba/

    LinkedIn: https://www.linkedin.com/in/lauriechen/


    Fraser Bayley

    LinkedIn: https://www.linkedin.com/in/fraser-bayley

    Instagram: https://www.instagram.com/fraserbayley/


    WEBSITES


    Built By Margin: https://www.builtbymargin.com/


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    55 min
  • Two Fractional CFOs Chat: How Purpose Drives Fractional CFOs with Jim Emerich
    Nov 19 2025

    In episode 20 of Built By Margin, Laurie Chen interviews Jim Emerich, Founder of Backbone CFO, as he reflects on the invaluable lessons learned while helping others build their enterprises and emphasizes the importance of taking risks to achieve one's own entrepreneurial dreams.

    Tune in to learn about the challenges and rewards of starting a business and how Jim's experiences have shaped his approach to financial strategy.


    TIMESTAMPS

    [00:01:02] Entrepreneurial journey of Backbone CFO.

    [00:04:24] Fractional CFO services framework.

    [00:10:57] Simplifying client tech stack.

    [00:13:43] Financial roadmap for business growth.

    [00:17:06] Client communication frequency.

    [00:20:10] Faith's impact on business.

    [00:25:33] Starting a business risk.

    [00:27:31] Business scaling and reinvestment.

    [00:32:19] Raising the floor concept.


    QUOTES

    • " So we go through a particular financial control framework, we call it. So we talk about cash, profit, people, systems, and position, and we really coach our clients in those five areas of their business on a continuous basis. Now, what becomes unique is every client has their own challenges and opportunities and issues that they're solving, right? So in that way, every client. Engagement can be a little bit different because the CFO is solving different problems, helping the client tackle different opportunities, but we're using the same framework, the same process to do it." - Jim Emerich
    • " And you also really have to assess what the client's needs are, right? Because, you know, most construction manufacturing companies are not very tech savvy. You know, it's very different if you're working with like a software AI company, right? They might want a little bit more sophisticated system. But like for my clients, you know, it really depends on who they are, you know, how tech savvy are they? Are they fine with just Google Sheets? Are they fine with Excel or a little bit more of a cloud FP&A system like Causal or Jirav? " - Laurie Chen



    SOCIAL MEDIA LINKS

    Laurie Chen

    Instagram: https://www.instagram.com/lauriechencpamba/

    LinkedIn: https://www.linkedin.com/in/lauriechen/


    Jim Emerich

    Instagram: https://www.instagram.com/backbonecfo/

    LinkedIn: https://www.linkedin.com/in/jamesemerich/


    WEBSITES

    Risk Worthy: https://www.riskworthy.co/

    Built By Margin: https://www.builtbymargin.com/

    Backbone CFO: https://backbonecfo.com/



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    35 min
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