Bobby Huang

Partner, SDO CPA LLC / CEO, Growthy

Partner at SDO CPA. 18 years of hands-on bookkeeping. Bobby still reconciles real client books and builds Growthy from that operating work.

Current work

SDO CPA LLC

Experience

18 years of experience

Bobby Huang is a partner at SDO CPA. 18 years of hands-on bookkeeping. He still reconciles real client books and built Growthy from the same review-and-approve work bookkeepers do each week.

Published Articles

Close-up of a laptop screen showing the Claude AI chat interface

AI for Accountants

Claude Bookkeeping Skill: What It Can and Cannot Do

A Claude Skill is instructions, not a ledger connection. What it can and cannot do for real bookkeeping, and where a purpose-built tool has to own the ledger.

Bobby Huang

10 min

A team meeting around a table in an office

AI for Accountants

Claude Cowork for Accounting Firms: A Rollout Guide

How firms roll out Claude Cowork: seats by plan tier, who reviews the output, where client data goes, and the admin controls that govern it.

Bobby Huang

8 min

A person reviewing work on a laptop with a mouse and phone at hand

QuickBooks Automation

QuickBooks Online Review: An Honest Bookkeeper's Take

An honest bookkeeper's review of QuickBooks Online: what it does well, where it breaks for multi-client work, and who should use it as-is.

Bobby Huang

9 min

A stack of papers marked with colourful sticky tabs

Bookkeeper Scaling

How Many Clients Can One Bookkeeper Handle?

The real hours math behind the bookkeeper client ceiling: where 20-25 clients comes from, why categorization eats the clock, and what moves it.

Bobby Huang

8 min

AI Bookkeeping

ChatGPT for Bookkeeping: What Works and What Breaks

ChatGPT's official QuickBooks app is no longer read-only. See what it handles well, where it breaks on real books, and what to do about each break.

Bobby Huang

8 min

Featured image for Accounts Receivable Outsourcing: What It Costs and When It's Worth It

Accounts Receivable Management

Accounts Receivable Outsourcing: When to Outsource AR and What It Costs

What it costs to outsource accounts receivable: real bookkeeper rates, software prices, and the math for doing it yourself. Plus when to skip it.

Bobby Huang

16 min

AI Bookkeeping

How to Use Claude Cowork for Accounting and Bookkeeping

Set up Claude Cowork for accounting and bookkeeping, install the Small Business plugin, connect QuickBooks, and run 10+ workflows with real security detail.

Bobby Huang

41 min

AI Bookkeeping

Do Your Books From Bank Statements With Claude

You've got a folder of bank statements and no bookkeeping software. Claude can turn that into a first draft of your books. Not finished books. A first pass you read and fix, the same way you'd check a new hire's work.

Bobby Huang

19 min

CPA firm partner reviewing accounting software on computer

AI Bookkeeping

Claude + Beancount: Give AI Bookkeeping a Permanent Ledger

You run a clean categorization pass in Claude, then close the session. The structured record is gone, because a bare Cowork session has no database behind it. This guide walks the Claude and Beancount setup: a free, community-built way to give those

Bobby Huang

21 min

Featured image for Accounts Receivable Aging: What It Is & How Bookkeepers Use It

AI Bookkeeping

Month-End Close with Claude Cowork: A Step-by-Step Guide

Month-end close is the part most people dread. You match your books against your payment processor, then chase mismatches and missing receipts by hand. Claude Cowork has a skill for exactly that, `/close-month`, and this guide walks the whole run, on

Bobby Huang

21 min

Person using a laptop while holding a credit card

Stripe Bookkeeping

Stripe Test Cards: Every Test Card Number, Declines & 3DS

The full list of Stripe test cards: dummy card numbers for successful payments, 3D Secure, declines, fraud, disputes, and refunds, verified against Stripe docs.

Bobby Huang

10 min