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.
Every transaction in the feed shows a green checkmark. The client's books still don't tie to the bank statement. Off by $1,240. If you run bank feed reconciliation for 15 or 20 clients, you've hit this exact moment. The feed says done.
Five concrete ways pro bookkeepers grow without working more nights. Productize intake, tier pricing, niche down, sell advisory, and use AI on coding.
A 7-step month-end close checklist built for SaaS founders. Deferred revenue, MRR roll-forward, prepaid expenses, and accruals, in order.
A founder's guide to SaaS sales tax: economic vs physical nexus, post-Wayfair state thresholds, and a 90-day plan to get compliant without hiring a tax team.
Calculate gross burn, net burn, and runway with a worked example. Pull monthly burn from QBO and Stripe. Three tactics to extend runway by months.
Managing 8 restaurant clients? See how Toast, Square, and QBO integrations stack up for external bookkeepers — and what to look for beyond Restaurant365.
Compare A2X, Webgility, Xero, QuickBooks, Bench, and Growthy. Find the right ecommerce accounting software for merchants or bookkeeping firms in 2026.
Managing 10-30 bookkeeping clients? Most practices stall between 15 and 25. Compare QBOA, Xero, Keeper, Botkeeper, and Growthy on cost per client, switching time, and what actually scales.
Amazon sends 14 fee types in every settlement. Here's the complete QBO mapping table, common mistakes, and multi-client workflow for bookkeepers.
Trace Stripe charges from gateway through bank deposit to recognized revenue. Clearing-account JEs, Stripe Billing RevRec vs GL-side recognition, and when to graduate to a dedicated tool.
Translate SaaS founder vocabulary (MRR, ARR, bookings, billings, NRR) into GAAP-shaped numbers. Why they don't tie to the P&L, and how to produce the metrics view from QBO or Xero.
Day-1 through end-of-year SaaS bookkeeping setup for founders. Chart of accounts, deferred revenue, Stripe, 1099s, and ASC 606 awareness without overengineering.
See Growthy on a sample book. Read-only bank access.
Get the latest on AI bookkeeping and automation