Adriana Diaz
Service Support Assistant, Holmes & Associates, CPAs
Adriana Diaz joined Holmes & Associates, CPAs in November 2020 as a Service Support Assistant, bringing with her over 15 years of experience in digital data processing and client support. She plays a critical role in ensuring the smooth and efficient handling of client documents, tax organizers, and technical inquiries, making her an essential part of the firm's operations.
Education
Bachelor of Science in Management Information Systems, California State University, Long Beach
Expertise & Services
✔ Client Organizer Preparation & Data Management
✔ Final Tax & Financial Document Processing & Delivery
✔ Technical Support & Client Assistance
✔ Digital Workflow Optimization & Data Processing
✔ Process Improvement & Efficiency Enhancement nation
Why work with Adriana Diaz?
Adriana’s strong technical background and problem-solving skills enable her to handle client inquiries efficiently while ensuring that all documents are processed accurately and securely. She is dedicated to providing seamless service and enhancing internal workflows to support both clients and the CPA team.
With a background in Management Information Systems, Adriana leverages her technical expertise and attention to detail to streamline document preparation, digital processing, and client communications. She is responsible for creating client organizers, delivering finalized financial and tax documents, and addressing technical support questions to ensure an exceptional client experience.
Email: adiaz@holmescpa.com