Full Branding Project
Honoring Heritage, Elevating Expertise
About the Business
Diaz & Romo CPA, PLLC. is a CPA firm founded by Big 4 tax and accounting alumni to provide accounting, tax, and consulting services to small businesses in the Dallas/Ft. Worth metroplex and surrounding cities. Their goal is to empower everyday small business owners to increase financial preparedness and achieve generational wealth.
The Branding Process
When this client approached us, they were ready to build a brand that truly reflected who they were—rooted in cultural heritage, backed by 20 years of experience, and shaped by Big 4 accounting credentials. Our goal was to develop a strategic brand identity that not only honored their story but also positioned them as a trusted, expert voice in their industry.
Our tailored process began with a comprehensive branding questionnaire to understand the client’s goals, values, and long-term vision. From there, we held a series of in-depth Zoom sessions to dive deeper into their core messaging, define their brand voice, and shape the strategic foundation of their business. These conversations laid the groundwork for a 14-page brand guide that captured their unique identity and communicated it with clarity and confidence.
From there, we turned strategy into visuals. Using color psychology and target audience research, we carefully created design mood boards that included brand palette options and aesthetics that aligned with their market positioning.
Once the color palette and initial design inspiration was complete, we crafted several initial logo concepts, sketching ideas and refining them through multiple rounds of feedback. Each revision brought us closer to a design that the client felt truly represented their legacy and future direction.
The final result was a cohesive brand identity, messaging, and suite of marketing collateral that felt both personal and professional—rooted in heritage, built on decades of expertise, and ready for what’s next.
Brand Personality
Elegant
Sophisticated
Polished
Cultural
Calm
Professional
From concept to design to brand;
we make your vision come to life.
Brand Inspiration & Initial Sketches
Completed Brand Identity
Client Testimonial
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"As two women branding our CPA firm, we came into our project with Echo West Consulting with a ton of questions. Every step of the way Adrienne was responsive and patient with our questions and feedback to help us create the ideal vision of our brand. We were able to observe Adrienne’s attention to detail and we were trusting that her expertise would be what we were looking for to create our business brand. Adrienne is amazing at what she does. She is one of the very few consultants we have seen that have a coherent sense of style and attention to detail. Couple this with her ability to effectively incorporate our feedback and create whatever we needed her to do was quite amazing. We highly recommend Adrienne and Echo West Consulting for your business branding and marketing needs!"
Karolyn and Susana
Founders of Diaz & Romo CPA, PLLC.