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 run a clean categorization pass in Claude, then close the session. The structured record is gone, because a bare Cowork session has no database behind it. This guide walks the Claude and Beancount setup: a free, community-built way to give those
Month-end close is the part most people dread. You match your books against your payment processor, then chase mismatches and missing receipts by hand. Claude Cowork has a skill for exactly that, `/close-month`, and this guide walks the whole run, on
The full list of Stripe test cards: dummy card numbers for successful payments, 3D Secure, declines, fraud, disputes, and refunds, verified against Stripe docs.
An 11-point checklist for evaluating any AI categorization tool: accuracy methodology, review queues, audit trails, pricing, and migration risk.
See the real accuracy numbers behind AI auto-categorization: 85% on first import and on returning books, and where a bookkeeper's review still matters.
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QuickBooks Online Accountant ends December 31, 2026. Core stays free; only Accelerate and Books Close bill, starting January 20, 2027. Click-by-click steps to stay on the free plan, and when moving a client elsewhere makes more sense.
QuickBooks Desktop is ending, and for a firm every client on it is a migration you will own. A portfolio playbook: which clients move first, which destination fits each one, and how to run the migration once as a repeatable process.
30 ChatGPT prompts for bookkeepers: client emails, categorization checks, month-end close, and cleanup triage. Placeholders and guardrails included.
Connect QuickBooks Online to ChatGPT or Claude four ways. What each path can read, what it can write, and why the official app is no longer read-only.
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.
See Growthy on a sample book. Read-only bank access.
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