Personal and business money tangled together?
Let’s untangle it and keep it that way
Monthly bookkeeping for solopreneurs and small business owners whose personal and business finances overlap.
No long-term contract. Cancel anytime.
Two sides of the same financial life.
If you run your own business, the line between personal and business money isn’t always clean.
A business expense gets paid personally. A personal purchase lands on the business card. Transfers constantly moving between accounts.
Life happens.
It doesn’t mean you’re bad with money. It means your finances grew faster than your system did. I work with that reality without judgment.
I identify and organize every transaction so you know what belongs where, then help you build habits that keep the two sides apart going forward.
Answers within one business day
Ask a question, get a real answer. No chasing.
Reports by the 7th of every month
Once your statements are in, your reports arrive on a set schedule.
Month-to-month, cancel anytime
Month-to-month. Cancel anytime before your next billing date and you won’t be charged again. You keep your reports.
MyAdon Bookkeeping was created for solopreneurs whose personal and business finances cross paths, and those who want to stay close to their numbers without getting buried in the maintenance of them.
This monthly bookkeeping service structured through a highly automated and AI-supported workflow is designed to bring order to the financial reality of your life and business, especially if the two have become intertwined.
You don't need to come with “perfect books” to get started here. We untangle what needs attention, and establish a rhythm that keeps you informed without judgment or overwhelm.
Why? Because numbers are more than transactions.
They reveal patterns, decisions, priorities, and the movement of the work you have been entrusted to carry. For MyAdon Bookkeeping, this is a rhythm of noticing, organizing, and bringing clarity to the resources you have been given to steward.
See how it works [Watch time - 2:08]
What to expect
1. Inquire + confirm fit
Submit your inquiry and complete a short Alignment Form so we both know this is the right fit.
2. Confirm, sign + pay
Choose your plan type and billing date, sign your engagement letter, and complete payment.
3. Submit records
Upload your documents (i.e. prior reports, financial statements) for your preliminary review.
4. Review + begin
Receive your preliminary report with portal access. Then your monthly rhythm begins.
Here’s what you get each month
Every transaction categorized and labeled as personal, business, or a transfer between the two
Bank and credit card reconciliation
Owner contributions, draws, and transfers tracked correctly
Monthly financial statements with easy-to-read visuals
Target vs. actual reporting and month-by-month profit or loss trends
Income goals and budgeting support, including Profit First-style planning where it fits
A monthly review for accuracy and completeness
Weekly Cash Rhythm (Optional): A weekly email telling you how much to keep available for the week ahead, based on your budget and spending patterns.
Automated for speed. Reviewed by a person.
Most bookkeepers are slow to send reports and slow to answer. Automation is how I fix that.
What the tools do: handle the repetitive sorting, organizing, and suggested categories so your reports are ready on time.
What I always do: review flagged items, reconcile your accounts, and review every monthly report before it reaches you.
What never happens: the tools never move your money, access your passwords, file your taxes, or replace my review.
Built for where you are right now
Most bookkeeping firms ask for a long-term commitment. I don’t.
This service is for early-stage owners who need their numbers under control without paying for a full accounting firm.
Month-to-month, no annual contract
Cancel anytime before your next billing date
No cancellation fees or penalties
You take your reports and records with you when you go
Stay as long as it helps. When you’re ready to graduate, I’ll help you transition smoothly.
Simple monthly pricing
Personal + Business
$450/month
Best fit for mixed finances
One system for both sides of your financial life, kept clear and separate.
Personal
$150/month
Personal finances only
Business
$350/month
Business books only
Every plan includes up to 10 accounts, monthly reports, and month-to-month terms. See full details on the Bookkeeping page.
Reflections from the journey
Client reflections from bookkeeping, operations, and consulting engagements. Different work, guided by the same commitment to clarity, care, and stewardship.
-
![Jody Dotson - Board-Certified Health & Wellness Coach]()
JODY DOTSON - BOARD-CERTIFIED HEALTH & WELLNESS COACH
“Working with Michelle has been a grounding and eye-opening experience. As a board-certified health and wellness coach, I’m used to guiding others toward clarity, but Michelle has helped me find clarity in an area that often felt overwhelming, my business finances. Her calm, intuitive approach made it easy to confront the numbers with honesty and without shame. I didn’t just walk away with a spreadsheet. I gained a deeper understanding of the story my finances were telling me and how to use that story to make empowered, sustainable decisions for my business. Michelle, your work is more than business services, it’s transformational support that meets people at the intersection of purpose and stewardship. Thank you for walking with me!”
https://jodydhealthcoach.com/ -
![Marian Okoye - Founder and CPA at Nirvana Business Consulting]()
MARIAN OKOYE - NIRVANA BUSINESS CONSULTING
“As a CPA, I'm always thrilled when my clients express relief after discussing their business and tax concerns with me. I experience the same sense of relief and confidence when working with Michelle. Her ability to adapt to the ever-changing landscape of technology is impressive, and her recommendations are always spot on and tailored to the unique needs of my business. I like the fact that Michelle considers the whole person when she works with me and that she's on my team to make sure that my business aligns with all of me.”
https://www.nirvanaconsulting.co/ -
![India Simms - Clinical Director & Practice Owner at The Haven Center for Therapy]()
INDIA SIMMS - THE HAVEN CENTER FOR THERAPY & WELLNESS
“Michelle was a great partner in helping me improve the operating procedures of my practice. She is very detail oriented intuitive. She was able to translate my business needs and pain points to create systems to make work more automated and streamlined. I needed help figuring out if i could afford to hire an employee and Michelle's customized systems provided the answers for me.”
-
![SHAWNA SMITH - GENOSA LLC]()
SHAWNA SMITH - GENOSA LLC
“Working with Michelle was like having a lighthouse shine in the fray of distraction. Her ability to take high-level vision and distill it into practical, clear steps, all while honoring the heart behind the work, is rare and deeply needed. Michelle doesn’t just bring systems and strategy; she brings soul. Her presence helped me create space for what truly mattered, not just in business, but in how I was being called to show up. She’s a guide with both precision and poetry. I’m grateful our paths crossed.”
-
![Grant Emerson - Web Developer at Humangoodkind Designs]()
GRANT EMERSON - HUMANGOODKIND DESIGNS
“Michelle brings a grounded calm that invites clarity, even in complexity. Whether we were mapping operations, navigating bookkeeping details, or refining strategy, her presence brought steadiness. A rare mix of calm and momentum that made space for real progress. What I valued most was her intentionality: every recommendation was rooted in purpose, not just process. She’s the kind of collaborator who helps things flow with integrity, with care, and with quiet confidence.”
https://www.humangoodkinddesigns.com/ -
![Kelly Carino - Founder and Head Therapist at mOTivated Kids LLC]()
KELLY CARINO - MOTIVATED KIDS LLC
“Michelle automated online scheduling for prospective clients and added specific wording to our website. This brought me the most satisfaction as I noticed we began receiving a higher volume of discovery calls, and the majority of these prospective clients were ideal clients which made better use of our time. This also was extremely helpful in achieving our goal for 4 evals per month, which generated a significant increase in revenue!"
Quick answers
-
No. Most people don’t. We begin by organizing whatever you provide, then settle into a monthly rhythm.
-
AI-supported tools help organize data and suggest categories. I review flagged items and every report before delivery. The tools never move money, access passwords, file taxes, or make final financial decisions. Please don’t send passwords, Social Security numbers, tax IDs, full account numbers, or card numbers by form or email.
-
Yes. It’s month-to-month. Cancel before your next billing date, with no penalties, and you keep your reports.
-
Clients hear back within one (1) business day. Reports arrive by the 7th once complete statements are received.
-
The reports are designed to be tax-preparer friendly, with Schedule C alignment where applicable. Share them with your preparer early so they can confirm they have what they need.
-
For many simple personal or service-based situations, spreadsheet-based bookkeeping is enough. If you need payroll, inventory, sales tax, or complex invoicing, software may be the better fit.