Who We Serve
At Karolyn Diaz CPA, based right here in North Texas, we're all about empowering businesses and professionals with insightful financial advisory and reliable assurance services. We've really honed our expertise in understanding the unique financial ins and outs of the following sectors:
The World of Real Estate
We offer expert advisory and assurance services specifically for the real estate sector. Think financial planning, transaction analysis, due diligence, and even tricky lease accounting. We'll help you craft investment strategies, fine-tune your financial reporting, and build those efficient rent rolls.
Need guidance on structuring finances for successful partnerships or managing capital allocation schedules? We've got you covered.
We also ensure loan amortization is optimized. And it's not just about the numbers; we provide comprehensive support for your property needs, too – from interior maintenance, staging, and design to housekeeping and real estate brokerage. If you have an in-house accounting team but need a financial statement audit or review, we can step in as your assurance team for an efficient engagement.
Our expertise is best suited for:
Commercial
Residential
Joint Ventures
Real Estate Funds
Construction & Development
Private money lenders
Real estate service companies (like agents, interior designers, trade specialists, and beyond)
Hospitality
HOAs & Property Management Companies (PMCs)
Karolyn brings 8 years of background in asset management and the real estate sector from PwC, where she audited financial statements for both public and private companies in homebuilding, real estate funds, and real estate joint ventures. Additionally, her 2 years at embark were in private equity and real estate fund accounting. If you're in this industry and looking for a CPA who truly specializes, let's chat.
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The Professional Services Sector
We empower service-based businesses with the strategic guidance and financial confidence you need to thrive. We leverage our expertise to help you navigate complex financial landscapes, offering insightful analysis, robust financial planning, and support for operational efficiency. Our services include assurance on financial reporting, valuable practice management advisory, and strategies to optimize your financial performance and project profitability. We provide thoughtful advice for your financial stability and sustainable growth, ensuring your business is ready for long-term expansion. And even if you don't need advisory, we can still handle your compilations, reviews, and audits.
The sectors we're well-equipped to support are:
Financial Services
Education and Training
Law firms
Consultants
Mental Health Industry
Health & Wellness
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Why Partnering with a Firm Who Knows Your Industry Matters
By focusing our services within these specific industries, we offer distinct advantages:
You'll receive tailored insights and procedures specifically designed for the unique nuances of your sector. We provide strategic guidance that goes beyond basic accounting, offering forward-looking advice that truly supports your business goals. Our independent review or examination of your financial information brings enhanced confidence, boosting stakeholder trust. Ultimately, you'll benefit from our deep understanding – we speak your industry's language and truly grasp what drives your financial performance.
At Karolyn Diaz CPA, we're committed to giving you the strategic advice and financial confidence you need to succeed in your industry.
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Ready to see how our focused advisory and independent assurance services can benefit your business?
Contact us today!
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