Jose Diaz

About Jose Diaz

FREE RESOURCE FOR OPTOMETRISTS:Want better visibility into your practice’s performance?Download our Optometry KPI Report — a guide with the top financial metrics every profitable practice tracks. Know your breakeven Track revenue per patient Identify profit leaks I’m happy to walk through it with you on a 15-minute call.With years of dedicated service in the accounting field, I am deeply passionate about supporting small businesses, particularly service-based enterprises and optometry practices. As a trusted advisor and accountant, my primary mission is to consistently provide the highest levels of service and support to help my clients grow their businesses and remain successful.My approach is centered on leveraging the latest business-oriented technologies to deliver consistent and cost-effective solutions that my clients can rely on. I pride myself on being a knowledgeable professional in the industry, continually seeking to expand my expertise to better serve my clients\' needs.Whether it\'s managing finances, optimizing processes, or providing strategic guidance, I am committed to delivering the best possible services to my clients, ensuring their financial health and prosperity. Let\'s connect and explore how I can support your business\'s growth and success.

Experience

1. CEO

   Caro & Associates

   Jan 2011 — Present

   A Next Generation Accounting Firm Dedicated to Your SuccessProviding Comprehensive Tax, Accounting, Payroll and Business Consulting Services in the Greater Seattle, Washington AreaAt Caro & Associates, our focus is on you. We are a team of forward-thinking, responsive financial professionals who have earned the loyalty of the Seattle, Washington area business community by providing innovative services and the expert advice you can depend on to build your business.Our goal is to provide end-to-end accounting and financial solutions that help our clients meet and exceed their objectives. As your trusted advisors, we are committed to working with you, providing proactive advice and strategic guidance. We utilize advanced technology so you can have anytime, anywhere access to the key financial information you need to make sound business decisions.We invite you to partner with us. Please review our suite of services below, then contact us so we can help you create a strong financial foundation for your business. Tax Planning & Preparation Accounting Bookkeeping Payroll Business Consulting

Education

• University of Washington

  Bachelor, Business Administration Accounting

  2008 — 2010

Skills

• Account Reconciliation
• Budgeting
• General Ledger
• Excel
• Fixed Assets
• Sales Operations
• Financial Reporting
• Customer Service
• Strategic Financial Planning
• Strategic Planning
• Gaap
• Management
• Accounts Receivable
• Us Gaap
• Microsoft Excel
• Sales
• Cash Flow
• Financial Statements
• Finance
• Variance Analysis
• Auditing
• Sarbanes-Oxley Act
• Small Business
• Bookkeeping
• Tax Preparation
• Tax
• Sales Tax
• Customer Satisfaction
• Accruals
• Accounts Payable
• Financial Accounting
• Process Improvement
• Payroll
• Quickbooks
• Financial Analysis
• Journal Entries
• Financial Planning
• Spanish
• Team Leadership
• Revenue Recognition