SDO CPA LLC
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.
The AR aging report shows every open invoice by how old it is. Here's how bookkeepers run it at month-end and catch the mistakes that keep balances stale.
Remittance advice tells you which invoices a payment covers. Here's how bookkeepers actually use it, and what breaks when it's missing.
Stripe sends one deposit for 47 transactions. Learn the clearing account method to reconcile lump-sum payment processor deposits with step-by-step journal entries.
Where do Stripe, PayPal, and Square fees go on the P&L? Operating expense, contra-revenue, or COGS — explained with journal entries and a QBO account structure.
Gross or net recording for Stripe, PayPal, and Square? Side-by-side journal entries, ASC 606 principal vs. agent rule, and when each method is actually correct.
Payment processor clearing accounts that never return to zero aren't a rounding issue. Learn why float accumulates, how to audit it, and how to prevent it.
Manual payment reconciliation fails at 8+ clients. Time cost, error rates, tool comparison (A2X, Synder, Growthy), and the ROI calculation for bookkeepers.
You're staring at 247 transactions from a QBO client. ACH PAYMENT 847293847. DEBIT CARD PURCHASE 03/28. $3,847.92 Stripe deposit. You know what they are. You've categorized versions of these same entries for this same client for 18 months. Your...
Contrarian take: most new founders should skip QuickBooks. The lock-in math, the four real reasons people still pick QBO, and where it's still the right call.
You're good at this. You've built a steady client base, your reviews are solid, and referrals keep coming. And yet somewhere between client 12 and client 18, you hit a ceiling you didn't see coming.
Six real Claude workflows for bookkeepers, with sample prompts you can paste today. P&L narratives, reconciliation research, vendor cleanup, and the limits.
An honest read on Growthy vs Booke.ai before you sign up. Both ship today. Both are real. They were built for different jobs. Which job is yours?
See Growthy on a sample book. Read-only bank access.
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