In episode 12 of The VICI Code, Joe Dunaway interviews Laurie Chen, CPA, and founder of Advanced CFO, as she shares her journey from the high-stakes environment of a Big Four accounting firm to helping entrepreneurs achieve financial clarity and sustainable growth.

Tune in for an honest, raw conversation that decodes the path to victory for entrepreneurs.

TIMESTAMPS

[00:03:19] Entrepreneurial journey from corporate.

[00:06:20] Startup acquisition experience.

[00:08:50] Cash flow management challenges.

[00:12:35] Cash visibility and forecasting.

[00:18:52] Strategic planning vs. compliance work.

[00:22:27] Qualitative vs. Quantitative ROI.

[00:24:53] Founder’s mission influences financial decisions.

[00:29:07] Understanding cash flow importance.

[00:32:15] Financial peace for business owners.

QUOTES

• "At the end of the day, it's all about why you're doing what you're doing, the purpose behind it." -Laurie Chen
• “There are a lot of strategic decisions that you have to make. after understanding what your wiggle room is. So having that in place is the key to having a sustainable, profitable, purpose-driven business.” -Laurie Chen
• "There's a certain level of risk that's worth taking and that can really catapult your business." -Joe Dunaway

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SOCIAL MEDIA

Joe Dunaway

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

LinkedIn: https://www.linkedin.com/in/joseph-dunaway

Laurie Chen

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

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

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

WEBSITE

VICI Finance: https://www.vicifinance.com/

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

Advanced CFO: https://www.advancedcfo.co/