01 / Clean Up
Get the books right and QuickBooks working for you.
- Catch-up bookkeeping and cleanup
- Chart of accounts that matches your business
- QuickBooks optimization and automation
- Clean, reliable monthly financials
You built the business. Now let's make the numbers work for you.
If your books live in spreadsheets and QuickBooks feels like a puzzle you never finished, you're not alone. I clean up the financials, optimize QuickBooks, and act as your financial partner: cash flow, forecasting, and a plan that turns your numbers into decisions you can act on.
See if we're a fit ↓WHAT I DO
Most owner-led businesses don't need another report. They need clarity, cash flow, and a plan. I deliver that in three stages:
Get the books right and QuickBooks working for you.
See what's actually happening with your money.
Make decisions that grow profit and protect cash.
Founder · Fractional CFO & Business Advisor
I help owner-led businesses get their financial house in order and use their numbers to make smarter decisions.
I built Biz Ops Concierge on a combination that's rare: 20+ years of corporate and small business experience, a passion for numbers, and the drive to execute - not just advise. I understand how the numbers connect to how your business runs.
Hands-on enough to make sure the numbers are right. Senior enough to know what to do with them.
“Priscilla is more than just a CFO for my businesses. She is a strategic partner and trusted advisor, fully invested in my success. We've put many of her recommendations into practice, and I can't imagine this journey without her guidance.”
IS THIS FOR YOU?
Built for owner-led businesses that need more than a bookkeeper but aren't ready for a full-time CFO, including professional services, consultants, agencies, and selected nonprofits.
Let's talk about your books, your cash flow, and where you want to grow. We'll identify what needs attention and how I can help you move forward. You don't need everything organized to start.
See if we're a fit