Yogi CPA
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA license active (individual: Yogi Cpa) · 3748 · California Board of Accountancy (DCA public licensee data file)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- Ramp
Who they say they serve: startups (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Yogi CPA | home page | |
| Website | https://www.yogicpa.com/ | home page | |
| Office locality | Orange, CA | home page | |
| Phone | +17148727277 | /contact-us | |
| Offers bookkeeping | Documented: ...you choose to maximize tax benefits and grow your company? Accounting Automation (Bookkeeping, Payroll, Bill Payment & Expense Management) : Let us help you choose the right... | home page | |
| Payroll coordination | Documented: ...to maximize tax benefits and grow your company? Accounting Automation (Bookkeeping, Payroll, Bill Payment & Expense Management) : Let us help you choose the right bookkeeping... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...help you choose the right bookkeeping software, automate your bookkeeping, and review financial statements with you. Is your business in good financial health and ready to scale... | home page | 6 pts (max 6) |
| Industries served (documented) | startups | /the-mindful-cfo | 5 pts (max 5) |
| Software supported | Ramp | /our-story | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA license active (individual: Yogi Cpa) · 3748 · California Board of Accountancy (DCA public licensee data file) | State accountancy board Third-party Sep 26, 2026 expires Dec 31, 2027 | 8 pts (max 8) |
| Onboarding described | Documented: ...appointments, please reach out to our Onboarding Specialist at [email] . Our onboarding process is fast, thoughtful and designed to offer the best customer service while reducing... | /faq | 4 pts (max 4) |
| Named contact / team | Let Yogi, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm fictitious name registration (Active) under this name, expiring 2027-12-31. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Yogi CPA's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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