Lotus CPA Advisory
Modern Accounting for Individuals and Small Businesses.
Experience high-impact insights and proactive advisory from anywhere. Our secure, cloud-native platform enables seamless document sharing and real-time collaboration, so you can focus on your business while we handle the numbers.
Why Lotus CPA Advisory
The lotus symbolizes growth, clarity, and resilience. The flower rises from murky water and blooms clean at the surface.
That journey reflects how business owners often experience their finances. Numbers can feel disorganized, unclear, or overwhelming.
Lotus CPA Advisory helps bring structure, insight, and direction. We help turn complexity into clarity and guide clients from uncertainty toward confident decision-making.
Khanh Nguyen, CPA
Professional Affiliations: AICPA, CalCPA, and IIA
Strategic Advisory for the Modern Tech Economy
I spent years at Deloitte navigating pre-IPO audits and complex revenue cycles for global tech and life science leaders, ensuring they remained compliant and risk-aware in fast-paced environments. Today, I have traded the corporate boardroom for a virtual-first approach dedicated to supporting individuals and small businesses with that same level of rigor.
At Lotus CPA Advisory, we don’t just report on where your money went; we design the systems that empower you to control where it goes next.
The Modern Edge: By leveraging enterprise-grade AI and secure, SOC 2-compliant cloud environments, I provide real-time insights and a seamless experience. My approach focuses on cloud-native workflows that keep your financial data organized, actionable, and protected by the highest encryption standards—built specifically for the modern entrepreneur.
Industry Experience & Past Engagements
Cybersecurity & Infrastructure: CrowdStrike, ZScaler, SentinelOne, Infinera, Big Switch Networks.
FinTech & Software: DocuSign, Cadence Design Systems, Plaid, Hortonworks, Model N, Couchbase, Sumo Logic.
Advanced Manufacturing & Optics: Coherent, Nikon Precision, Aquantia, HOYA Holdings, Pentax Medical.
Autonomous Tech & Mobility: Archer Aviation, QuantumScape, Tensor (formerly AutoX), TeleNav.
Biotech & Life Sciences: Denali Therapeutics, Personalis, Concept Therapeutics.
Retail & E-commerce: Wish (ContextLogic), RetailNext.
Financial Services: Tri-Counties Bank.
Experience listed includes engagements performed at prior firms and does not imply a current client relationship or an endorsement.
Our Services
We work where you are. Our services are delivered through a secure, cloud-based platform that makes document sharing and communication effortless. While we are a virtual-first firm, we value face-to-face connection and are available for scheduled in-person meetings to dive deep into your business matters.
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Financial integrity, delivered monthly.
Modern Ledger Management: We move beyond basic data entry to provide high-fidelity financial records. By streamlining transaction flows and performing rigorous bank and credit card reconciliations, we ensure your ledger is accurate, reconciled, and audit-ready. Receive clear, actionable financial reporting so you can manage your business with total confidence.
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Precision-led filing. Virtual-first delivery.
Secure Digital Workflow: We provide a streamlined tax experience through secure, high-encryption portals and direct digital integration. By eliminating physical document handling, we accelerate the filing process while maintaining full compliance with FTC Safeguards and IRS data security protocols.
Tech-Assisted Accuracy: Our process pairs industry-leading diagnostic tools with CPA oversight to perform a detailed digital review of your financial records. By analyzing your data for applicable credits and deductions and personally verifying every automated insight, we ensure your tax return is both optimized and compliant.
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Big-firm insight. Small-business agility. Practical strategy for the modern entrepreneur.
Cloud-First Operations: Reclaim your time and reduce overhead. We guide you in building a paperless back office designed for the modern era. By eliminating physical storage and automating daily workflows, we create an organized, secure, and cost-effective foundation for your business.
Process & Internal Control Reviews: Protect your bottom line by closing operational gaps. We analyze your current back-office workflows to identify vulnerabilities and fortify internal controls. Our goal is a resilient environment where your data is reliable, your assets are shielded, and your revenue is strengthened.