# Zunie Nguyen, CPA/PFS

> Founder at Yogi CPA | Columbia | CPA.com Innovative Practitioner of the Year 2021

Location: New York, New York, United States
Profile: https://flows.cv/zunie

Founder of Yogi CPA 🪷 a fully remote Tax & CFO Consulting Firm with a mission for financial mindfulness. 

✨ As a CPA for 10 years+, I have navigated through different roles in audit, consulting, tax and investment advisory. These roles fall within the range of a CPA's problem-solving and technical capabilities, and have helped me develop into a well-diversified and thoughtful advisor for my clients.

🚀 Yogi CPA was launched in March 2020 at the start of the Covid-19 crisis, and since then we have helped clients access over $9M SBA funding and over half a $M in tax refunds. Our goal is to help clients align financial decisions with their values and build generational wealth 🌟

## Work Experience
### Founder & CEO @ Yogi CPA
Jan 2020 – Present | Orange, California, United States
Our Mission is Financial Mindfulness. Fully Remote Consulting Firm with a three-part approach to financial independence: Tax Strategy | Entrepreneurship | Building Wealth

### Advisory Board Member (Digital CPA Conference) @ CPA.com
Jan 2022 – Jan 2026 | New York, United States

### Advisory Board Member (Accounting Partnerships) @ Ramp
Jan 2024 – Jan 2025 | New York, United States

### Business Development and Investment Advisor @ Caerus Investment Advisors, LLC
Jan 2019 – Jan 2020 | San Francisco Bay Area
Family office providing holistic wealth management and tax strategies for high net-worth individuals.

### Senior Consultant @ Deloitte
Jan 2017 – Jan 2019 | San Francisco Bay Area
Projects: Finance Transformation, Technical Accounting and Accounting Software Implementation

Advisory clients: Life Sciences & Healthcare companies in the Mid-West and West Coast

### Assurance Senior @ EY
Jan 2016 – Jan 2017 | San Francisco Bay Area
Audit & Advisory clients: Biopharmaceutical & Life Sciences, Ride-sharing Services, Utility Providers

### Audit Senior @ Deloitte
Jan 2014 – Jan 2016 | Houston, Texas Area
Audit client: Oilfield Services

### Teaching Assistant - Department of Management @ The University of Texas at Austin
Jan 2012 – Jan 2013
MAN 374W - General Management and Strategy

### Undergraduate Assistant - Department of Mathematics @ The University of Texas at Austin
Jan 2012 – Jan 2012
M 316 - Elementary Statistical Methods

### Audit Intern @ Deloitte
Jan 2012 – Jan 2012 | Houston, Texas Area
Audit clients: Midstream oil & gas (Fortune 100), upstream oil & gas, real estate, manufacturing

### Undergraduate Assistant - School of Biological Sciences @ University of Texas at Austin
Jan 2010 – Jan 2011
Provided support for statistical software (SPSS) & solved a variety of printing problems

### Program Co-Manager - VietAbroader Study Abroad Conference 2010 @ VietAbroader Organization
Jan 2010 – Jan 2010 | Ho Chi Minh City, Vietnam
Outlined a master plan for the conference and recruited successful alumni from U.S. colleges to share their stories


## Education
### Master of Arts - MA in Clinical Psychology (Spirituality, Mind, Body)
Columbia University

### Master in Professional Accounting in Financial Reporting and Assurance
Texas McCombs School of Business

### Bachelor of Science (BS) in Psychology
The University of Texas at Austin

### Bachelor of Business Administration (BBA) in Accounting
Texas McCombs School of Business

### BBA Study Abroad Program in International Marketing and International Trade
ESCP Business School

### MPA Study Abroad Program in International Accounting and European Accounting
Prague University of Economics and Business


## Contact & Social
- LinkedIn: https://linkedin.com/in/zunienguyen
- Website: https://www.yogicpa.com

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Source: https://flows.cv/zunie
JSON Resume: https://flows.cv/zunie/resume.json
Last updated: 2026-04-07