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 CPA.com 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 CPA.com 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