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Bobby Huang

Partner, SDO CPA LLC / CEO, Growthy

CPA firm partner who got tired of watching bookkeepers click categorize 500 times a day. Built Growthy to fix it.

Published Articles

Batch Deposit Matching: Why Bank Rules Can't Solve Math Problems
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Bookkeeping Automation

Batch Deposit Matching: Why Bank Rules Can't Solve Math Problems

Your client's bank feed shows a $3,847.92 deposit from Stripe. You open their QBO, and there's no matching transaction. Just a pile of individual sales from the past two weeks. You know what happened: Stripe batched 47 charges, subtracted...

Automated Expense Categorization: Bank Rules vs Pattern Learning
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Bookkeeping Automation

Automated Expense Categorization: Bank Rules vs Pattern Learning

Automated expense categorization can mean bank rules, checking-account labels, or bookkeeping-grade pattern learning. See what breaks and what works here.

Automated Bank Reconciliation: Beyond Matching by Amount
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Bookkeeping Automation

Automated Bank Reconciliation: Beyond Matching by Amount

Every bookkeeper knows the feeling. You're 40 minutes into a reconciliation, everything looks clean, and then you hit two $49.99 transactions on the same day. Both are Slack. Or one is Slack and one is a refund from a different vendor that landed...

Owner Draw: What It Is & How Bookkeepers Record It
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Equity Terms

Owner Draw: What It Is & How Bookkeepers Record It

Owner draw is money an owner pulls from the business. It's equity, not an expense. Here's how to record it correctly across entity types.

Growthy vs Pilot for CPA Firms: An Honest Breakdown
CPA firm professionals reviewing financial data on screens
AI for Accountants

Growthy vs Pilot for CPA Firms: An Honest Breakdown

Pilot is real and capable. So is Growthy. They're built for different jobs. Here's the practitioner framing you need before you decide.

The Future of AI in Accounting: What Actually Changes for a 5-Staff Firm
Accountant reviewing reports on a tablet in a modern office
AI for Accountants

The Future of AI in Accounting: What Actually Changes for a 5-Staff Firm

Every conference deck predicts transformation. A working firm partner's take on what actually changes at 5-20 staff in 2026-2027.

Claude for Accounting: A CPA Firm Partner's Honest Review
CPA firm partner reviewing accounting software on computer
AI for Accountants

Claude for Accounting: A CPA Firm Partner's Honest Review

Anthropic launched Claude for SMBs with real accounting integrations. Here is the honest CPA firm partner review: what it does well and what it cannot do.

Claude vs ChatGPT for Accounting: A CPA Firm Partner's Working Split
Business analyst comparing data on two screens
AI for Accountants

Claude vs ChatGPT for Accounting: A CPA Firm Partner's Working Split

Not a benchmark table. A working CPA firm partner's split: which model handles research, which writes client memos, and where neither one belongs.

AI Tools for CPA Firms: The Realistic 2026 Stack for a 5-Staff Practice
CPA firm desk with multiple monitors and accounting tools
AI for Accountants

AI Tools for CPA Firms: The Realistic 2026 Stack for a 5-Staff Practice

A 5-staff CPA firm doesn't need 40 AI tools. Here are the 6-8 that move the labor-wall math, in the order you should adopt them.

AI for CPA Firms: Where It Works, Where It Breaks
CPA firm team meeting in a boardroom
AI for Accountants

AI for CPA Firms: Where It Works, Where It Breaks

A partner's honest take: where AI clears the bookkeeping drag, where it breaks the audit trail, and what the firm-economics math actually looks like.

AI Accounting Software in 2026: An Honest Buyer's Guide
Small business owner reviewing a financial dashboard on screen
AI for Accountants

AI Accounting Software in 2026: An Honest Buyer's Guide

AI accounting software in 2026, compared honestly: 13 vendors, three product modes, live pricing, and the audit-trail question buyers miss.

Payment Reconciliation: 6-Step Process for Stripe, PayPal, Square + Tools Compared (2026)
Customer handing a payment card across a counter
Payment Reconciliation

Payment Reconciliation: 6-Step Process for Stripe, PayPal, Square + Tools Compared (2026)

The $3,847.92 Stripe deposit in your bank feed is not $3,847.92 of revenue. Here's the 6-step process to split it correctly, every component, every account.

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