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.
You've seen the demos. AI categorizes everything automatically. Sounds great until you're staring at 247 transactions wondering which ones actually need your eyes on them.
You've tried both. A working bookkeeper's head-to-head on Claude vs ChatGPT in 2026: where each one wins, and why neither replaces a vertical tool.
A bookkeeper asked: do I just use Claude now, or still need Growthy? The honest answer is both, for different jobs. Here's where each one fits.
You built the bank rules. Took hours. Maybe a whole afternoon the first time you set up a new client, drilling down into vendor names, typing conditions, picking categories. Now they catch rent and utilities automatically, and that feels like...
Just formed your LLC? The accounting tool you pick this month is the one you'll be on for five years. Here's how to pick AI-native from day one.
If you've spent any time shopping for AI bookkeeping software, you've noticed something: every vendor says AI. The landing pages all have the same bullet points. Automated categorization. Smart suggestions. Learns from your books.
You're responsible for your clients' financial data. That's not a small thing. One breach, one vendor doing something shady with a client's transaction history, one misrouted file. You're the one explaining it to a client who trusted you with...
Connect Square to QuickBooks or Xero the right way. Covers fee categorization, Square Capital advances, chargebacks, and deposit timing gaps.
Bookkeepers managing Shopify clients: compare A2X, Synder, Webgility, and native connectors. Decision matrix included for every client scenario.
Clover shows $1,247. QBO shows $1,203. Here are the three causes of POS-to-QBO sales tax mismatches and how to fix each one before month-end close.
Webgility, A2X, Synder, Bookkeep, Connex, Commerce Sync compared for bookkeepers managing multiple QBO clients across different POS systems.
Running 2-5 locations? Learn how to set up QuickBooks class tracking, map your POS sync, and produce a per-location P&L before the data gets messy.
See Growthy on a sample book. Read-only bank access.
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