Your Partner in Financial Clarity and Business Success
We take the burden of financial management off your shoulders, handling everything from tax preparation to bookkeeping and strategy. This allows you to stop worrying about paperwork, deadlines, and complex financial data, so you can devote your time and energy to expanding your business and achieving your goals. Let us manage the numbers, while you focus on what truly drives your success.
ABOUT
Your Partners in Financial Clarity
Angelica Dial
Founder, Bookkeeping, Tax, & Strategy
Angelica began her career in the accounting industry in 2016 and founded Financial Bookworm in 2023 after recognizing a common need among small business owners: bridging the gap between accurate bookkeeping and proactive financial strategy.
She specializes in tax planning, financial strategy, accounting systems, financial reporting, sales and use tax compliance, bookkeeping cleanups, and process improvement. Her goal is to help business owners move beyond simply recording financial data by providing the insights and guidance needed to make confident, informed decisions and support long-term business growth.
Daisy Roca
Project Manager & Strategy Assistant
Daisy Roca supports Financial Bookworm clients through bookkeeping, payroll, tax preparation, and strategic financial projects while helping ensure every engagement stays organized and on track.
As the firm’s Project Manager, Daisy coordinates client workflows, manages deadlines, and serves as a key point of communication throughout the accounting process. Her detail-oriented approach and commitment to exceptional client service help create a seamless experience while allowing clients to focus on running their businesses with confidence.
services
How We Support Your Financial Success
Bookkeeping
From bookkeeping cleanups and catch-up services to ongoing weekly, monthly, and quarterly accounting support, our team helps keep your financial records accurate, organized, and up to date.
Whether you’re behind on your books or looking for a trusted partner to manage them year-round, we provide accurate financial reporting, compliance support, and actionable insights to help you understand your business performance, make informed decisions, and support long-term growth.
Tax Preparation
& Compliance
Comprehensive tax preparation and compliance services designed to keep individuals and businesses accurate, organized, and compliant throughout the year. Our team prepares federal, state, and local tax filings while helping clients navigate changing tax requirements with confidence.
Services include individual and business income tax returns, sales and use tax filings, payroll tax compliance, estimated tax planning, business personal property tax filings, information returns (including Forms 1099), and ongoing tax compliance support to help minimize risk and avoid costly penalties.
Strategy
Strategic guidance designed to help business owners make informed financial decisions with confidence. We partner with clients to evaluate business performance, improve financial processes, optimize cash flow, and develop practical strategies that support long-term growth.
Our advisory services include business planning, financial analysis, tax optimization strategies, entity and compensation planning, budgeting and forecasting, profitability analysis, and operational improvements. Whether you’re preparing for expansion, navigating change, or looking to maximize tax efficiency, we provide proactive recommendations tailored to your business goals.
Payroll
Management
Payroll management services ensure your employees are paid accurately and on time, allowing you to focus on running your business.
We are insured professionals, leaving you with peace of mind knowing that your payroll processes are secure and compliant, helping to protect you from potential liabilities.