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.
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.
Practitioner comparison of 8 SaaS accounting tools. QBO, Xero, Maxio, Chargebee, RecVue, Stripe Billing, NetSuite, and Growthy mapped to ARR stage and revrec complexity.
Where deferred revenue lives on the SaaS balance sheet, the JE pattern on signing vs cash vs recognition, the monthly roll-forward, and what changes the balance in real-world contract churn.
SaaS chart of accounts template covering deferred revenue, capitalized commissions, COGS sub-accounts, and ASC 606/340-40/350-40 integration. 20-account starting point with $500K and $5M ARR additions.
ASC 606 revenue recognition for SaaS, explained in plain language. Walk the five-step model with a B2B contract, sample journal entries, and common mistakes.
Six SaaS contract patterns walked through with ASC 606 analysis, journal entries, and statement impacts. Monthly, annual prepay, multi-year, upgrades, downgrades.
Current assets minus current liabilities. What the number means, healthy benchmarks, and how clean books keep it reliable.
Inventory accounting tracks goods held for sale using perpetual or periodic systems and three costing methods that flow directly to COGS.
When a customer invoice won't get paid, bad debt expense is how it leaves your books. Here's the allowance method, direct write-off, and the AR aging workflow bookkeepers follow.
See Growthy on a sample book. Read-only bank access.
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