Booksboon

Smart Financial Clarity for Small Businesses

BooksBoon helps you organize your books, understand your numbers, and gain the clarity and control needed to grow with confidence.

WHO IS BOOKSBOON?

Balance. Know. Refine. Grow.

The four leaf clover of BooksBoon. Four essentials for every finance plan.

Hello! My name is Kari Moreno, and I’m the owner and operator of BooksBoon, a bookkeeping and business consulting firm located in the Phoenix East Valley. I help small business owners “know their numbers”, by refining their books and implementing better financial practices. I’m passionate about order and organization – from closets and garages, to files and folders. In recent years, this has spread to bookkeeping and businesses! (Think Mary Poppins in the nursery with a snap and spoonful of sugar)

But it doesn’t stop with finance. As co-founder of a thriving IT firm, I’ve seen the ups and downs of small business for over 20 years. Through personal experience, I’ve known the struggle of wearing too many hats, and never having enough time. And I’ve seen fellow entrepreneurs engulfed by that same struggle.

My goal, as a business process analyst, is to help small business owners remove some of their “hats”, and still accomplish their most pressing tasks. I do this by improving their current systems, implementing efficient delegation, or sometimes developing completely new operations that bring order and clarity for themselves and their team.

When I’m not busy working, taking care of my family, and spending time with my doodles, you’ll likely find me on the couch with a pile of yarn, or a good book. My husband keeps me from becoming a complete introvert by dragging me out once in awhile to hike, travel, or discover whatever adventure is out there! I look forward to the opportunity of working together, and helping you discover your good fortune with BooksBoon!

Services

Simplifying your finances so your business can thrive.

BooksBoon simplifies your finances, cleans up accounts, and refines processes so you can make confident business decisions.

Account Management

Keep your accounts accurate and organized with comprehensive management of bank accounts, credit cards, loans, inventory, A/R & A/P, sales tax, and payroll. BooksBoon ensures your finances are reliable, up-to-date, and stress-free.

Financial Vision

Gain clear insight into your business’s financial health with balance sheets, income statements, cash flow statements, and comprehensive financial reports. BooksBoon helps you make confident, informed decisions for sustainable growth.

Reports & Communication

Stay informed with regular meetings, online document management, and budgeting. BooksBoon ensures clear communication and actionable insights to help you make confident decisions.

Business Process Consulting

Streamline your workflows, refine your systems, and implement efficient processes that save time and reduce overwhelm. BooksBoon helps you optimize operations so your business runs smoothly and grows confidently.

Clarity You Can Trust. Confidence You Can Grow.

At BooksBoon, we bring order to your finances and insight to your decisions. With accurate books, clear reporting, and thoughtful guidance, you can focus on running your business while we help create a strong foundation for sustainable growth.

resources

My Favorite "Friends"

Just a few of my favorite resources that have been most influential in my mission. Some of these are such inspiring reads, and I’ve read them so many times, I feel like they’ve become my best friends!

The E-Myth

Michael E Gerber

THE BEST BOOK every small business owner should start with. Mr. Gerber brings to light exactly what lies behind the solopreneur’s motivation to start a small business, and the explanation for what invariably goes wrong. A must read for any small business owner.

Profit First

Mike Michalowicz

Name a book by “Mike Michalowicz”, I’ve read it. Everything he writes is gold as far as the small business is concerned. His concepts work for me, and they can work for you too!

The Accounting Game

Darrell Mills & Judith Orloft

Ok, ok. Maybe not a book fortune 500 accountants should be relying on. But for the small business owner who struggles to read financial statements? A better book can’t be found.

Traction

Gino Wickman

This title says it all. Feel like your wheels keep spinning, and you can’t get anywhere no matter how much your engine revs? Gino’s got all the answers in a clear to understand, step by step process.

Why Choose BooksBoon

Clarity, Organization, and Confidence

We don’t just keep your books — we help you understand them. BooksBoon partners with small business owners to bring order, clarity, and insight to their finances, so you can make confident decisions and focus on growth.