KATY CPA SERVICES
Meet The Team
KATY DOAN – CEO & FOUNDER
CPA, CFA, EA, CBP, CCE - Rice University: Executive MBA - University of St. Thomas: Doctor in Education Leadership, MSc. In Accounting & Finance
Education
After graduating from the University of St. Thomas with a Master degree in Accounting & Finance (Accounting Honor Society), Katy Doan is pursuing her Doctor degree in Education Leadership and Executive MBA from Rice University. She got her MBA from Columbia Southern University at the young age of 23 years old with GPA 4.0. With her Undergraduate degrees in Business and Accounting, she also holds and EA (Enrolled Agent), CBP (Certified Bitcoin Professional), CCE (Certified Cryptocurrency Expert). She is pursuing her CPA (Certified Public Accountant) and CFA (Certified Financial Analyst).
After graduating from Ho Chi Minh City University of Education, Katy received an honor to come back her High School for the Gifted-Vietnam National University (top 3 in Vietnam) as the youngest professor. After getting the scholarship of Fulbright Master (3rd prize in Vietnam) and completing her MBA, she was also an MBA Professor, major in Accounting and Finance for some Universities in Vietnam (teaching in English).
Personality
As a perfectionist, Katy is dedicated, dynamic, creative and hardworking in everything she does, from her major job to her hobby. With her professional awards in Singing & Beauty Contest, she is a part-time singer, model, and Master of Ceremony for Houston TV Shows, Charity Events, Catholic Church Events… She also loves playing table tennis, soccer, swimming, gym, yoga in her free time. She loves traveling (40 countries-300 destinations) to practice her languages (Vietnamese, English, French, and working on her Spanish, Chinese), knowing more about people, culture, cuisine… She also loves doing voluntary & charity activities.
Experience
Katy got more than 20 years of experience optimizing productivity, efficiency & service quality across various industries from: Construction, Government, Manufacture, Oil & Gas, Healthcare, Non-profits, CPA Firms, Investment Funds… as a Vice President-CFO, Regional Controller, Finance Director, Investor Relations Manager…
With her expertise in both public accounting & corporate accounting environment, US and International accounting (GAAP and IFRS), she is knowledgeable in IRS Code, SEC Regulations with experience in general accounting, bookkeeping, auditing, tax, internal control, inventory control… With her Quickbooks Pro-Advisor Certificate and Odoo Certificate, she is familiar with a wide range of accounting software and ERP systems like: Odoo, Oracle, NetSuite, SAP, Quickbooks, Zoho, Xero, Peachtree, Sage… and other relating systems like: Salesforce, Smartsheet, Bill.com, Expensify, Tsheet, Stripe, Smartvault, Dropbox, Hubdoc…
With her expertise in investment, M&A, stock, cryptocurrency… she is knowledgeable in cash flow forecasting; cryptocurrency reconciliation/consulting/tax; financial planning & reporting; business plan; financial model; break-even analysis; investment consulting/tax, M&A consulting…
Certificates
❖ CFI – Corporate Finance Institute: FMVA – Financial Modeling & Valuation Analyst
Fixed Income Fundamentals
Excel Crash – Formulas for Finance
❖ Columbia University: Free Cash Flow Analysis
Risk & Return
❖ Rice University: Data Analysis using Excel
❖ Scrum Fundamental Certified
❖ Six Sigma Yellow Belt Professional
❖ Texas Notary – American Association of Notary
❖ HR Manager Diploma
❖ Project Manager Diploma
Honors and Activities
Professional:
❖ 12/2020: Receiving Women’s Scholarship Award for CFA Program
❖ 09/2020: Receiving Bronze Medal for 2020 Stevie® Awards – The World’s Premier Honor for “Female Employee of the Year – Governmental/Non-profit”
❖ 07/2020: Receiving “Lollipop” award for completing FY21 Capital Improvement Projects (CIP) Proposed Budget for City of Baytown
❖ 11/2019: Being one of the best students of ExcelCEO course (completing 18 chapters within 40 days with average score of 98/100) who is invited to be the representative of “Publish Your Success” for September 2020
❖ 2014: Being the Youngest Trainer for managers (soft skills) (Interflour Vietnam Co.)
❖ 2013: Receiving a full scholarship (60 in Vietnam) of Fulbright Master (3rd Prize)
❖ 2009-2012: Being the representative to make presentations for foreign investors in Asian countries; Being awarded for writing & translating Annual Reports (Petro Vietnam Drilling & Well Services Corporation)
❖ Being an active member of: Young Government Leaders; P.O.W.E.R – Professional Organization of Women of Excellence Recognized; Texas Women’s Foundation; AICPA & Texas CPA; Institute of Certified Management Accountants
Personal:
❖ American Miss Agribusiness:
2022-2023 Miss Texas Elegant
❖ USA Miss Celebrations:
2020-2021 South Central Miss Royal
2020-2021 National Miss Royal
❖ Houston Golden’s Voice: People’s Choice (2016)
❖ Vietnam National Professional Awards in: Singing, Table-Tennis, Soccer, Journalism (1996-Present)
BSc., MSc. In Computer Science, Project Management, Odoo Certificate
LINH DOAN – PROJECT MANAGER
Education
With his high achievement in Le Hong Phong High School for the Gifted (top 3 in Vietnam), Linh Doan holds TOEFL IBT 100/120 and TOEIC 880/990 at a very young age, which helps him become one of 3 students in Asian countries got full scholarships in Erasmus Mundus Action 2 – AREAS+ from the University of Trento, Italy – Department of Information Engineering and Computer Science and graduated with GPA: 27.8/30.
He also holds a Bachelor degree from Ho Chi Minh City University of Technology, Vietnam National University – Computer Science & Engineering Faculty-Honor Program with GPA: 8.5/10, top 5% of the whole Faculty.
Linh also holds Project Management Fundamentals Certificate (based on the PMI Global Standard) (FMIT Institute); Introductory Financial Accounting Certificate; Certified Lean Six Sigma White Belt (Advanced Innovation Group Pro Excellence (AIGPE)), now, he is pursuing his Master degree in Computer Science from University of Texas, Austin.
Experience
Familiar with Java, Python programming languages; Oracle, SQL Server, PostgreSQL databases; HMTL, CSS, JavaScript; Accounting, payroll and ERP software such as: Xero, ADP, Gusto, Quickbooks, Salesforce… Linh Doan has solid customer services, planning & time management skills; strong analytical skills and attention to details; self-organized and structured; great communication and interpersonal skills
With his Odoo Certificates: Odoo 10 Functional and Odoo 11 Functional, Linh Doan has more than 15 years of experience as a Project Manager, Lead Consultant, Lead Developer, Product Owner, Senior Odoo Developer… leading lots of Notable Projects in Asian, Europe and America markets.
As a Lead Consultant, Product Owner for Odoo US Accounting Enhancements, he works directly with CPAs to define features for the products; research, analyse and compare features from popular accounting software; define customer needs and implement the associated features to make Odoo’s accounting fit better with US standard: bank reconciliation, check printing, US GAAP Reports, budget management, managerial dashboard…; create product vision and roadmap; continuously add new features and upgrade to newer versions of Odoo; integrate with Bill.com to allow customers to send/receive money directly in Odoo.
As a Lead Developer, Product Owner for Odoo US Payroll, he researches and compares different Payroll calculation engines to integrate with Odoo; research, analyse and compare features from popular payroll software; design, implement and test payroll features.
As a Project Manager, Linh is also an expert in management. He recruits, interviews, assess senior developers’ performance and commitment in projects and also advises on career paths, making recommendations for promotion. Linh performs resource planning for all projects, manage member workload and resolve resource conflicts as well as mentors, trains, supervises training programs, assigning and evaluating trainers and trainees. He also provides accounting, payroll background and Odoo accounting training for new team members.
Personality
As a Gemini, Linh is a passionate, clever, result-oriented and hardworking with strong work ethic. He is smart enough to win prize in any competition he is, he gets all kinds of prizes from: IT, Math, English, Vietnamese Literature to Beautiful Handwriting… He loves singing, playing table-tennis, chess, gym… in his free time. He is a charming, smart and funny Master of Ceremony during his time in his University with all kinds of programs from Education, Singing Contest, Ceremony… He loves traveling (30 countries-250 destinations), he travels to all European countries, and joins concerts when he studied in University of Trento-Italy. He loves languages, too. He can speak Vietnamese, English, Italian, and working on his Spanish.
Certificates
❖ FMIT Institute: Project Management Fundamentals (based on the PMI Global Standard)
❖ Introductory Financial Accounting Certificate
❖ Advanced Innovation Group Pro Excellence (AIGPE): Certified Lean Six Sigma White Belt
❖ Odoo: Odoo 10 Functional – Odoo 11 Functional
Honors and Activities
Professional:
❖ 12/2016: Out of 50 University students AmCham Scholarship by American Chamber of Commerce Vietnam
❖ 03/2013: One of 2 representatives of school “Grand Prize” in the “7th English Olympiad for Non major students” – hosted by Vietnam National University in Ha Noi
❖ 2012-2017: Scholarship for Honor Program Students (each semester) Scholarship for excellent students in faculty (each semester)
Personal:
❖ Awards in: Chess, Table-Tennis, Math, English, Literature, IT (2000-Present)
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