At Jeff Byrd Bookkeeping, we give business owners the financial clarity they need to grow, increase profitability, and reduce tax liability. We are a full-service bookkeeping firm specializing in books cleanup, payroll, monthly bookkeeping, and tax readiness, with a focus on Profit First accounting to help clients prioritize profit from day one.

Based in San Jose, CA, we serve clients across the country using cloud-based tools, including AI-powered apps, that streamline workflows and improve accuracy. We use QuickBooks Online for its seamless integration with a wide range of business and financial platforms.

With deep expertise in AI and automation, we use smart systems to deliver speed, precision, and reliability while eliminating the bottlenecks of traditional bookkeeping. Our clients do not need to be tech-savvy. We manage the complexity so they can focus on running their business. We make sure your books are accurate, up to date, and fully tax-ready so your CPA has everything needed to file without delays or surprises. Our systems save time and money by providing consistent, dependable service that allows you to concentrate on what you do best: building your business.

We offer in-person support throughout the San Francisco Bay Area and serve clients nationwide through secure online collaboration.

What to Expect

We start with a free 30-minute phone call to determine if we are a good fit. If we agree to move forward, the next step is a review of your books and a clear plan to ensure you receive exactly the service you need. Most engagements begin with a one-time books cleanup. From there, we move to a flat monthly fee because you deserve consistent support without watching the clock.