Karolyn Diaz CPA PLLC is a professional accounting firm serving small and medium-sized businesses in Texas. Founded by Karolyn Diaz, a Latina CPA with over 10 years of experience including eight years at PwC, the firm provides comprehensive accounting, bookkeeping, financial advisory, and tax services.
The firm specializes in helping startups and businesses generating $250K–$2M achieve financial clarity through accurate reporting, compliance, and strategic financial planning. Services include QuickBooks setup, month-end reconciliations, tax strategy, and advisory support for business growth and operational efficiency.
Bilingual services (Spanish/English)
Big 4 experience
Specialized in women/minority-owned businesses
White-glove onboarding process
Services
Accounting & Bookkeeping
Monthly accounting services including chart of accounts review, transaction classification, expense receipt management, month-end reconciliations, and financial reporting
Strategic financial guidance for business growth including budgeting, forecasting, and operational efficiency analysis
Part-time CFO servicesKPI analysisCash flow optimizationM&A support
Tax Services
Comprehensive tax planning and compliance services including deduction maximization and tax burden minimization
Individual & business tax preparationTax strategyAudit support
Credentials & Certifications
CPA License
Since 2024
Reviews
Rating
5
★★★★★
Reviews
13
"Her attention to detail and responsiveness gave me real peace of mind."
Frequently Asked Questions
How is Karolyn Diaz CPA different from other accounting firms? +
We're passionate about helping businesses stay on top of their finances and financial reporting compliance. With experience from one of the large Big 4 firms and bilingual in Spanish and English, we help many newly launched businesses and businesses earning $250K–$2M achieve financial preparedness.
What clients do we serve? +
We serve minority & women-owned small and medium-sized businesses. Our experience includes partnership, holding company, and private equity structures as well as publicly listed entities.
Can you help with taxes? +
Yes, we do! Our firm specializes in bookkeeping, advisory, and tax services. We provide trusted service through our highly qualified Tax CPA.
How do we get started? +
We offer 30-minute complimentary consultations. After scheduling, we'll send a questionnaire to understand your business needs, followed by a consultation call to clarify project scope and engagement terms.
What should I expect within the first 30 days of working together? +
We provide a white-glove onboarding service to identify 'easy wins' for cash flow advantage and pinpoint key areas in finance/accounting that need immediate attention.
What accounting software do you work with? +
Most clients use QuickBooks, with some exposure to ZohoBooks and Xero. Our practice management software is Double.
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