Hello, I am Yogi CPA!

My name is Zunie Nguyen. I am a Yogi and Certified Public Accountant (CPA). 

My Professional Story

I am a CPA licensed in Texas and California. I spent my early career years at the Big Four Accounting Firms (Deloitte / Ernst & Young). Observing a lack of professional service and financial guidance for high-income earners and aspiring entrepreneurs, I founded my own consulting agency Yogi CPA. I am passionate about tax and wealth strategy for high-income earners, startup founders, and family offices.

Having been a CPA for 9 years+, I have navigated through different roles as an auditor, consultant, investment and tax strategist. These roles fall within the range of a CPA's problem-solving and technical capabilities, and have helped me develop into a thoughtful advisor for my clients (I'm not a traditional CPA, rather a well-diversified CPA). Years in client service have taught me one thing: I'll follow through when my clients need help.

Launched March 2020 at the start of the Covid-19 crisis, Yogi CPA helped small businesses access over $9M SBA funding for their survival. We guided clients through the detailed process of getting loan forgiveness and fulfilled our duties as trusted advisors. Our long-term goal is to help young professionals set up their first family office, family offices make the best financial decisions, and transfer generational wealth based on their family values.

My Yogi CPA Story

I started my yoga practice while I was travelling as a consultant in Chicago. Far from my home base, I was excited for the yoga classes after long working days. Dealing with the challenges at work and in my personal life, the yoga studio allows a space to practice my body, my mind, and my happiness, towards a life with intention and values. I used to be very upset when things didn't work out, and would beat myself up over things for a long time - that changed the more engaged I became with the yoga practice. I feel stronger as a yogi, and I find that my conversation with everyone I meet is abundant in love and care. I have incorporated yoga into my professional career with the practice of financial mindfulness as "Yogi CPA". Keep Calm, I've got your Finances under control!

Why Financial Independence?

In my mid-20s, I thought I was living the dream, making the most I ever made in the dream city of San Francisco. I came to the hard realization I could not afford to quit my job and live in San Francisco for more than a month. I made the hard decision to push through until I could find an alternative job. In the journey of overcoming my own personal struggles and life choices, I developed a passion for personal finance. Financial decisions are strongly linked to mental health and happiness. I do not want to see anyone struggling with their mental health and feel they cannot afford to live the life they deserve. With a practice of financial mindfulness, I believe anyone can learn to make financial decisions based on their values, and thus achieve more autonomy, peace, and channel their relationship with money into one that is empowering.

Community Focus

With a belief that one should never lose touch with where you come from, I am actively involved in the Vietnamese community abroad and have written articles for multiple events. I engage in giving back by growing my team thoughtfully, creating opportunities for others, highlighting experiences that develops communities, and via my roles at professional organizations.

* Advisory Board member 2022-2025 for Digital CPA Conference (by CPA.com, an AICPA subsidiary): www.cpa.com/dcpa

* Accounting Advisory Board member 2024-2025 for Ramp Expense Management (2023 Most Innovative Company in North America, ranked by Fast Company): www.ramp.com

* Speaker at AICPA Engage 2024, Quickbooks Connect 2023, and Digital CPA Conference 2022-2024

* CPA Advisor since 2020 for Vietnamese Golf Alliance Southern California (SoCal VGA): www.vgasocal.com

* Summit Tulum 2019 and Summit LA 2019 - Selected attendee alongside start-up founders, innovators, and entrepreneurs: summit.co