Jeff Byrd Bookkeeping
Helping Business Owners Take Control—and Take Profit.
Bookkeeping firm in Los Gatos, CA using the Profit First system to help business owners take control of cash flow, increase profitability, and reduce tax liability.
About
Jeff Byrd Bookkeeping is a bookkeeping firm serving the San Francisco Bay Area with a focus on the Profit First cash management system. Business owners get financial clarity to grow, increase profitability, and reduce tax liability.
With QuickBooks Online and secure, cloud-based tools, Jeff integrates seamlessly with existing platforms to streamline finances and improve accuracy. Services include books cleanup, monthly bookkeeping, payroll services, and tax readiness. Most engagements begin with a one-time books cleanup, then move to a flat monthly fee for consistent support without watching the clock.
Services
Books Cleanup
One-time cleanup and catch-up service to organize messy accounts, fix past errors, and get tax-ready or audit-ready.
Monthly Bookkeeping
Monthly support ensuring numbers stay accurate, reports stay on track, and business owners stay focused on running their business. Includes monthly financial reports, ongoing reconciliation, and answers to money questions.
Payroll Services
Timely payroll that catches credits before they're lost, including setup and management of payroll systems, monthly payroll processing, and accurate tax withholding and filing.
Tax Readiness
Year-end financial review, reconciliation of all accounts, categorization check for deductible expenses, coordination with CPA, delivery of clean financial statements, and 1099 preparation.
Profit First Accounting
The Profit First system flips the traditional formula from Sales - Expenses = Profit to Sales - Profit = Expenses. This forces discipline, creates clarity, and builds a buffer between business owners and burnout.
