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 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 is money an owner pulls from the business. It's equity, not an expense. Here's how to record it correctly across entity types.
Pilot is real and capable. So is Growthy. They're built for different jobs. Here's the practitioner framing you need before you decide.
No. AI automates transaction coding, receipt matching and anomaly flags. It does not automate sign-off, tax strategy or client trust. A working firm partner on what actually changes at a 5-20 staff firm in 2026-2027.
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.
Not a benchmark table. A working CPA firm partner's split: which model handles research, which writes client memos, and where neither one belongs.
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.
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, compared honestly: 12 vendors, three product modes, live pricing, and the audit-trail question buyers miss.
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.
A practitioner comparison of A2X, Synder, Bookkeep, Acodei, native Stripe-QBO sync, and Growthy for Stripe reconciliation, with pricing, model breakdowns, and a decision table.
Payout-level summary journal entries vs. individual transaction booking in Stripe: when each method works, where individual booking breaks, and why most bookkeepers land on the summary approach.
See Growthy on a sample book. Read-only bank access.
Get the latest on AI bookkeeping and automation