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 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