Bookkeeping and tax readiness for businesses and individuals
Clear books. Confident decisions. No surprises at tax time.
DZFinancial provides accurate bookkeeping for businesses of every size and for individuals, so you always understand your numbers and arrive at tax season prepared.
Year-end reviews now available. Close out 2026 with your books in order before December 31.
Reserve a review →Who we serve
Financial clarity for businesses and individuals.
Individuals
Organized personal records, side income and documents ready for tax season.
Small and new businesses
Accounts and processes set up correctly, with income and deductions tracked accurately.
Established companies
Monthly reporting and contractor compliance for larger, more complex operations.
Services
Focused services, delivered with care.
Catch-Up and Cleanup
Bringing past months or years current and correcting prior records.
Request pricingOur approach
A straightforward process from day one.
Consultation
We review your business, your current records and what you need.
Onboarding
We connect your accounts, bring records current and set up a clear system.
Ongoing support
Monthly statements, deadline reminders and books ready for tax season.
About
David, Founder of DZFinancial
I'm David Zagury, a bookkeeper based in Boca Raton, Florida. I hold a Bachelor's degree in Finance from Florida Atlantic University and am pursuing my Enrolled Agent (EA) certification.
I work with individuals and businesses of all sizes, from first-year owners to established companies. My aim is for every client to understand their numbers and approach tax season with confidence.
Schedule a consultationInsights
Practical guidance for individuals and business owners.
Frequently asked questions
Do you work with individuals as well as businesses?
Yes. We work with individuals and with businesses of every size, from new ventures to established companies.
I'm behind on my books. Can you help?
Yes. Catch-up work is a core service, and we'll bring your records current.
What software do you use?
We work primarily in QuickBooks Online, and we can set it up for you if you are not using it yet.
Do you prepare tax returns?
We prepare clean, organized books and work alongside your tax preparer so filing goes smoothly.
Begin 2027 with your books in order.
Schedule a complimentary consultation to discuss your needs.