Numbers That Breathe
Aligned bookkeeping for the deeper architecture of your life.
I work with purpose-aligned entrepreneurs and intentional individuals who want to experience their finances not as a burden, but as a reflection of what they are building, stewarding, and becoming.
Soulful Spreadsheets
Bookkeeping for Personal + Business Finances
Does this feel familiar?
Many of us start tracking our finances in spreadsheets because they give us a simple, familiar way to stay close to our numbers. We can see what’s coming in, what’s going out, what needs attention, and what our money is quietly telling us.
And for a while, it works beautifully.
Until the monthly rhythm starts turning into a chore:
downloading bank statements
converting or entering transaction data
categorizing revenue and expenses
reviewing summaries
trying to remember what everything was for
catching up months later when tax time or an emergency forces the issue
What once gave you clarity starts to feel heavy.
With MyAdon Bookkeeping - Soulful Spreadsheets, you keep the visibility and control you always appreciated about spreadsheet finances without the resentment.
Each month, your transactions are organized, categorized, and reflected back to you in clean, friendly, spreadsheet-based reports that help your numbers stay visible, understandable, and useful.
You gain the structure of monthly bookkeeping, the familiarity of spreadsheets, and the accountability of a bookkeeping partner who genuinely loves making numbers come alive.
Your only responsibility is to share your transaction data.
That’s it!
PERSONAL
$150/month
BUSINESS
$350/month
Personal + Business
$450/month
(save $50/month)
What’s included
✨ Up to 10 personal and/or business financial accounts
✨ Monthly transaction review and categorization
✨ Bank and credit card reconciliation and balance tracking
✨ Proper tracking of owner contributions, draws, and transfers
✨ Monthly financial statements and illustrated reporting
✨ Clear target vs. actual reporting
✨ Month-by-month net profit or loss trends
✨ Income goals and budgeting support
✨ Profit First-style planning, where applicable
✨ Monthly book review for accuracy and completeness
Optional: Weekly Cash Rhythm
For clients who want a closer pulse on their cash flow, receive a weekly email with the amount to keep available in a designated account for the week ahead, based on your budgeted expenses and historical spending patterns.
You’re a good fit if:
- You want holistic visibility across your business and/or personal finances
- You want weekly or monthly clarity without managing the data entry yourself
- You prefer clear spreadsheet visuals over complicated software dashboards
- You value precision, rhythm, stewardship, and spiritual alignment
This may not be the right fit if:
- You are looking for purely transactional bookkeeping support
- You prefer frequent manual touchpoints or find automated workflows impersonal.
- You want a software-first experience centered around complex dashboards and apps
- You only need records prepared quickly for tax filing
Why choose MyAdon Bookkeeping?
When your finances are aligned, your purpose breathes easier.
This is about more than reports and reconciliations. It’s about creating a financial rhythm that reflects what you are building, how you steward your resources, and what you need to see clearly in order to move forward with confidence.
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Because spreadsheets, when designed with purpose, can offer flexibility, transparency, and human-readable insight.
You are not logging into software to interpret a dashboard that feels far removed from your real life. You are receiving clear, organized financial reports in a format that is easy to read, review, and understand.
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No. This is a done-for-you bookkeeping experience built on a structured spreadsheet system.
Your transactions are organized, categorized, reconciled, and reflected back to you through reports designed to help you understand what happened, what changed, and what may need attention.
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The reports are designed to be tax-preparer friendly, with clear income and expense categories and Schedule C alignment where applicable.
Because each tax preparer may have their own preferences, I recommend sharing your reports with them early so they can confirm whether they need anything formatted differently.
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For many simple personal finance or service-based small business situations, spreadsheet-based bookkeeping may be enough.
If your business requires payroll, inventory, sales tax, complex invoicing, or industry-specific accounting workflows, accounting software may still be the better fit.
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You will share your transaction data through a simple monthly process designed around your setup.
For some clients, this may mean bank statements or CSV exports. For others, it may include payment processor reports or secure spreadsheet-based options that help make transaction sharing easier without adding unnecessary software complexity.
The goal is to keep your role simple: share the records in the agreed format, answer any clarification questions, and review your reports.
You will not be expected to rebuild your books yourself each month.
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Yes, where appropriate. Soulful Spreadsheets is designed for holistic visibility, which may include personal finances, business finances, or both.
For business owners, this can be especially helpful when personal and business decisions affect one another and you need a clearer view of the full picture.
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While I am a Pro Advisor, QBO support is limited and offered separately for bookkeeping firms or firm-based workflows.
For direct clients, MyAdon Bookkeeping: Soulful Spreadsheets is the primary offering.
However, if you need full QuickBooks support, feel free to reach out and I'm happy to point you toward the right resource.
