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.
Connect QuickBooks Online to ChatGPT or Claude four ways: the free ChatGPT app, Intuit's 144-tool MCP server, hosted servers, or a purpose-built platform.
Connect QuickBooks Online to Claude with Intuit's official MCP server: claude_desktop_config.json, claude mcp add, and safe read-only prompts for bookkeepers.
Accrual vs cash basis accounting for SaaS startups: why deferred revenue and MRR break cash basis, the $32M tax threshold, and when to switch books.
Calendly posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-seat billing prorates mid-cycle. Annual prepays deduct in full under the 12-month rule.
Figma posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-editor billing means a free viewer who edits can jump your bill mid-cycle. Annual prepays deduct under the 12-month rule.
Zoom posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Zoom Phone is telecom, not software; Zoom Rooms hardware capitalizes separately. Annual prepays deduct under the 12-month rule.
Slack posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Fair Billing credits are a contra-expense, not income. Annual prepays deduct in full under the 12-month rule.
Salesforce posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Annual prepay is usually deductible in full under the 12-month rule, not auto-capitalized. Multi-cloud bundles split by product.
Notion posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Per-seat billing charges only paid members; Notion AI stays an add-on. Annual prepays deduct under the 12-month rule.
Mailchimp sits in Software/Dues & Subscriptions or Advertising, Schedule C Line 27a or Line 8. No 1099 (Intuit is a corporate payee). Pick a bucket and keep it consistent.
HubSpot posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. The real call is Software vs. Advertising for Marketing Hub. Annual prepays deduct in full under the 12-month rule.
GitHub posts to Software or Dues & Subscriptions, Schedule C Line 27a. No 1099. Copilot rides the base line; metered Actions/Codespaces can shift to Cloud Services. Annual prepays deduct under the 12-month rule.
See Growthy on a sample book. Read-only bank access.
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