The Mindful CFO


Our Mission

A mindful approach towards your financial growth.


About Us

The Mindful CFO is a fractional CFO providing all-inclusive finance & accounting functions for start-ups and small businesses. The Mindful CFO provides the diversified expertise from years of client service experience, with the added flexibility and cost advantages compared to full-time CFO or Controller hire.


Our Services


I. Fractional CFO services for your high-growth startups and small businesses:


1. Essential Package is a Monthly Essential engagement that covers:

  • • Cloud-based bookkeeping and payroll service
  • • Essential monthly financial package
  • • Essential compliance training and monitoring
  • • Up to two monthly sessions with executive team
  • • Customized plan for your small business

2. Premium Package is a Monthly Premium engagement that covers:

  • • Cloud-based bookkeeping and payroll service
  • • Full monthly financial package
  • • Full compliance training and monitoring
  • • Up to three monthly sessions with executive team
  • • Customized plan for your small business
  • • Customized reports and analysis as agreed upon
  • • Quarterly Tax Filings
  • • Annual Tax Filings
  • • Quarterly Strategy sessions

3. Build your own CFO Package

  • • Service features may be added upon request (Project Management, Financial Analysis, Financial Projections, Budget and Forecast, Company Valuation)


II. Executive coaching for startup entrepreneurs and small business owners


1. One-on-one coaching sessions with small business owners

2. Package is a monthly subscription and cover minimum two sessions

3. Program will be customized based on your personal profile and your startup needs

4. Coaching session programs cover topics such as:

  • • Training Company executives to transition into higher roles
  • • Accelerate growth on a professional and personal level
  • • Overcoming specific business challenges: Cash flow issues, low gross margins, high expenses, outgrown existing systems, cost cuts, audit requests
  • • Prepare for Transactions and achieve specific goals: Revenue targets, capital and valuation, Investments, M&A
  • • Well-being for entrepreneurs and business owners

Our Experience

Founder and CEO: Zunie Nguyen is the Founder and CEO of Yogi CPA, a CPA consulting firm with a focus on financial independence. Winner of the 2021 Innovative Practitioner of the Year award, Zunie is passionate about helping small business owners from a variety of professional experience in client service, serving as a fractional CFO for high-growth startup and small businesses 

  • • Founder and CEO, Yogi CPA and The Mindful CFO
  • • Winner of 2021 Innovative Practitioner of the Year award
  • • CPA licensed in California and Texas
  • • Big Four public accounting - audit, compliance and consulting
  • • Senior Auditor in charge of public and private companies
  • • Senior Consultant in charge of finance transformation projects
  • • Implemented finance software and internal controls for startup and midsize companies
  • • Optimized finance procedures for startups and small businesses
  • • Advised on technical accounting for special transactions such as lease accounting implementation, IFRS adoption
  • • Coached high-level executives at public companies in Big Four's Executive transition labs
  • • Coached entrepreneurs at high-growth startups and small businesses

Industries and Clients

  • • E-commerce
  • • Biopharmaceuticals
  • • Life Sciences
  • • Health Plans
  • • Health Providers
  • • Hospice Care
  • • Oilfield Services
  • • Real Estate
  • • Software Development & Technology