Priscilla, Bookkeeping, Systems & Executive Support Virtual Assistant
Vetted by Alpine

Hand-selected by Alpine

Priscilla

Bookkeeping, Systems & Executive Support Virtual Assistant

Priscilla brings 10+ years of virtual assistant experience with a specialty in bookkeeping, systems, and the behind-the-scenes operations that keep a business running smoothly.

BookkeepingQuickBooksSystems & ProcessesCRM ManagementExecutive Support
10+ years of experienceAvailable ESTWith Alpine since 2022

The person behind the profile

Meet Priscilla

Priscilla brings more than a decade of virtual assistant experience to the financial, administrative, and operational work that keeps a business moving. Her strongest specialty is bookkeeping: she has managed monthly books for 16 clients and is experienced with QuickBooks, accounts payable, payroll support, financial documentation, and the recurring workflows surrounding those responsibilities. She understands that dependable bookkeeping support is about more than entering numbers—it requires accuracy, discretion, consistency, and systems that make information easy to find and act on.

A self-described tech nerd, Priscilla also loves digging into the systems behind a business. She is at her best when a client trusts her to take ownership, brainstorm solutions, and find a better way to organize the work. From building out a CRM and documenting SOPs to improving onboarding, coordinating projects, and taking recurring executive tasks off an owner’s plate, she brings structure and follow-through. Since joining Alpine in 2022, Priscilla has become a trusted long-term partner for clients who value transparency, collaboration, and someone capable of handling both financial details and the systems around them.

“Priscilla has really taken on a lot of my engagement and administrative processes. She has taken a lot of “busy work” off my plate. This includes sending engagement documents, invoices, tax organizers, and updating clients’ QuickBooks. Also, she has set up a complete CRM software to help track tasks and processes, which has been extremely helpful. She teaches me things all the time.”
Jonathan, Alpine client · Another client shared: “Without Priscilla, my business would not be where it is today. I don’t have the skill or bandwidth to do all this, and that is why she excels in this position. I don’t want anyone else. She is a gift to the industry.” — Robert, Alpine client

Practical support

Everything You Need to Run Smoothly

34 areas of support, each handled with care, precision, and a genuine commitment to your success.

Ongoing Bookkeeping

Priscilla manages your monthly books with accuracy and discretion, ensuring your financial data is consistently up-to-date for clear, actionable business insights.

QuickBooks Management

She expertly handles all of your QuickBooks workflows, from data entry to reporting, maintaining clean and organized accounts for maximum financial clarity.

Accounts Payable

Priscilla manages your accounts payable process from start to finish, ensuring your vendors are paid correctly and on time to maintain positive business relationships.

Payroll Support

Providing reliable payroll support, Priscilla assists with the necessary administrative tasks to ensure your team is paid accurately and without any unnecessary delays.

Financial Record Organization

She organizes all financial documentation into an easy-to-navigate system, giving you quick access to the information you need for confident decision-making.

Accounting Inbox Management

Priscilla will take over your accounting inbox, responding to inquiries and organizing communications so that no important financial details are ever overlooked.

Bookkeeping Processes and Workflows

She develops and refines recurring bookkeeping workflows, creating efficient, consistent processes that save you time and prevent costly financial management errors.

Client Bookkeeping Support

As a trusted partner, Priscilla provides comprehensive bookkeeping support, handling the financial details so you can focus on your clients and core business activities.

Financial Documentation

Priscilla prepares and manages essential financial documentation with great attention to detail, ensuring your records are accurate, compliant, and always ready for review.

CRM Setup and Management

Priscilla builds out and manages your CRM, organizing customer data and workflows to help you track relationships and improve every client interaction.

Project Management System Setup

She sets up tailored project management systems that bring structure to your work, helping your team collaborate more effectively and keep projects on track.

Workflow Development

A self-described tech nerd, she loves developing streamlined workflows that eliminate repetitive tasks and create more efficient, organized ways of operating your business.

SOP Creation and Documentation

Priscilla creates and documents clear Standard Operating Procedures, ensuring your key processes are consistent, teachable, and scalable for long-term business growth.

Process Improvement

She proactively identifies opportunities for process improvement, brainstorming and implementing solutions that make your day-to-day operations smoother and more effective.

Automations

Priscilla researches and implements simple automations within your systems, freeing up valuable time by taking recurring, manual tasks off of your plate.

Database Management

She capably manages your critical business databases, ensuring the information within them is accurate, organized, and easily accessible for you and your team.

Client Onboarding and Offboarding Systems

Priscilla develops and manages polished onboarding and offboarding systems, creating a seamless, professional experience for every client from start to finish.

Technology Research and Implementation

As a tech enthusiast, she researches and helps implement the right tools for your needs, finding solutions to organize work and improve efficiency.

Inbox Management

Priscilla provides expert inbox support by organizing, prioritizing, and responding to communications, freeing you from email clutter to focus on high-impact work.

Calendar Management

She skillfully manages your calendar to protect your time, prevent scheduling conflicts, and ensure you are always prepared for your most important commitments.

Scheduling

Priscilla handles all aspects of scheduling for you, seamlessly coordinating with internal and external contacts to lock in meetings and appointments efficiently.

Travel Coordination

She can take care of all travel planning and logistics, handling research, bookings, and itineraries to ensure your trips are smooth and productive.

Research and Reporting

Priscilla assists with key research projects and compiles clear, organized reports, providing you with the well-structured information needed to make informed decisions.

Executive Support

She acts as a true right-hand partner, proactively handling recurring administrative and operational tasks to give you more time for strategic business leadership.

Document and File Management

She creates and maintains organized digital filing systems for your important documents, ensuring critical information is secure and always easy to find.

Meeting and Project Coordination

Priscilla expertly coordinates meetings and projects across multiple departments, managing communications and details to ensure everything runs smoothly from start to finish.

Email Marketing Support

She provides reliable support for your email marketing efforts, assisting with scheduling, list management, and other administrative tasks to keep your campaigns consistent.

Client Onboarding

Priscilla helps deliver a professional and welcoming experience for your new clients, managing the administrative details to ensure a smooth and successful start.

Team Onboarding and Training

She supports team onboarding using documented SOPs to help new members get up to speed quickly, ensuring operational consistency as your business grows.

Client Communication

As a trusted representative of your business, she handles client communications with professionalism and care, ensuring inquiries are addressed and relationships are maintained.

Project Management

Priscilla provides hands-on project management support, coordinating moving pieces and communicating updates to ensure your key initiatives are completed on time and on budget.

Database Maintenance

She performs regular database maintenance to keep your information clean, accurate, and up-to-date, preserving the integrity of your most valuable business data.

Business Operations Support

She provides robust support for your behind-the-scenes operations, handling the financial, administrative, and systems-based work that keeps your business running smoothly.

Recurring Administrative Processes

Priscilla takes ownership of recurring administrative processes, creating structure and follow-through that frees you from routine tasks to focus on bigger picture goals.

Technology

Tools Priscilla Works With Daily

The platforms Priscilla reaches for to keep communication, projects, and client work moving smoothly.

QuickBooks

Xero

Gusto

Dext

Hubdoc

Keeper.app

HubSpot

Salesforce

Dubsado

ClickUp

Monday.com

Asana

Trello

Notion

Zapier

Google Drive

Dropbox

Canva

Mailchimp

Loom

Zoom

Wix

Buffer

1Password

LastPass

Career background

Professional Experience

Experience that translates to your business.

Priscilla's experience brings context, judgment, and confidence to the work—not simply familiarity with a task list.

  1. Role 1

    Bookkeeping & Financial Operations

    Small-business client environments

    Managed recurring bookkeeping and financial administration, including monthly books for 16 clients, accounts payable, payroll support, accounting inboxes, QuickBooks workflows, and financial documentation.

  2. Role 2

    Systems & Operations Support

    Remote business environments

    Managed CRM databases, developed workflows, documented SOPs, supported client and team onboarding and offboarding, researched technology, and improved recurring operational processes.

  3. Role 3

    Executive & Department Support

    Entrepreneurial and professional-services businesses

    Provided executive-level support while remotely coordinating multiple functional departments, projects, communications, databases, and recurring administrative responsibilities.

Industry experience

Understands the context behind the work.

Small BusinessProfessional ServicesEntrepreneurial Businesses

Why work with Priscilla

The Qualities You Can Count On

A trusted partner who treats your business like their own.

Communication Style

Transparent, collaborative, and consistent. Priscilla keeps clients informed and builds trust through dependable communication and follow-through.

Organization & Work Style

Independent, systems-minded, and comfortable taking ownership of important recurring work, including sensitive financial responsibilities.

What Clients Rely on Priscilla For

Accurate bookkeeping, thoughtful systems, documented processes, and reliable support that creates structure and breathing room.

Approach to Problems

Curious and tech-savvy. Priscilla learns how a business works, researches the options, and collaborates on practical improvements rather than simply checking off tasks.

Independent Ownership

Systems Thinking

Financial Accuracy

Technology Fluency

Process Improvement

Consistent Communication

Education & training

A Foundation for the Work.

B.S. in Nonprofit Administration

Xero Advisor Certified

QuickBooks Certified

Gusto Certified

Bookkeeper Launch Certified

Why Priscilla is an Alpine VA

Selected with care.
Supported for the long run.

We know Priscilla's strengths and the kind of client relationship where those strengths can make the greatest difference.

Five-Step Vetted

Carefully screened for experience, judgment, communication, and fit.

Personally Matched

Recommended because their strengths align with your specific needs.

Supported by Alpine

Our team stays involved as the working relationship develops.

U.S.-Based Professional

Experienced, dependable support aligned with your business.

Fill-In & Replacement Guarantee

If plans change or the match is not right, Alpine helps keep your support consistent.

Meet before you commit

Think Priscilla could be a fit?

Schedule a conversation with Alpine. We'll talk through what you need and arrange a chance to meet Priscilla before you make any commitment.

Meet Priscilla