FAQs
Is this just basic spreadsheet bookkeeping?
No. This is a done-for-you bookkeeping experience built on a structured, automated and AI-supported 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.
Why do you use spreadsheets instead of traditional bookkeeping software?
Because not every financial life fits neatly inside traditional bookkeeping software.
My spreadsheet-based system gives me the flexibility to work across personal and business finances, including accounts and transactions that may have become commingled, while keeping each side clearly identified and organized.
The workflow itself is heavily automated, so choosing spreadsheets does not mean choosing a more manual process. Automation handles much of the repetitive movement and organization of financial data, while I remain responsible for reviewing, reconciling, categorizing, and making sense of what the numbers are showing.
For the solopreneurs and individuals I serve, this creates a simpler and more flexible bookkeeping experience without requiring another complex financial platform to manage.
Will my financial information be reviewed by AI?
MyAdon Bookkeeping may use AI-supported tools to help organize documents, review transaction data, suggest categories, identify unclear items, and prepare bookkeeping summaries.
AI-supported tools function within limited, role-specific workflows and are never used to move money, access passwords, file taxes, make final financial decisions, or replace human review.
Clients should not submit passwords, full account numbers, Social Security numbers, tax IDs, or payment card numbers through forms or email.
Will my tax preparer accept this?
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.
Do I still need accounting software?
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.
How do I share my transaction information?
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.
Can this include both personal and business finances?
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.
Do you still offer QBO support?
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.