Business Consulting · AI Systems · Speaking

Your business
shouldn't run you.

Prism Operations transforms operational chaos into high-efficiency systems — so you can lead with clarity, scale with confidence, and get back to doing the work that actually lights you up.

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Sara | Prism Operations
10+
Years Experience
$350M
AUM Managed
15+
Advisors Developed
2023
Staff Partner of Year

My Story

I spent a decade betting on
everyone else's business.
Then I bet on my own.

For over a decade I was the person behind the scenes — building the systems, streamlining the operations, and making sure everything ran so that someone else could focus on growing their business. As Director of Operations at a Fortune 500 financial services firm, I helped build a thriving financial planning practice from the ground up, developed 15+ advisors, and helped oversee a district managing $350M in AUM. In 2023 I was named Staff Partner of the Year.

Then I realized something. I had spent years helping others build businesses that ran with clarity and purpose — and I had every skill, every tool, and every lesson needed to do the same for myself. So I made the decision to bet on me. Prism Operations was born from that moment — from the courage to take everything I knew and offer it to entrepreneurs who are ready to stop surviving their business and start leading it.

My Why

"I believe in being where your feet are. As a wife of almost 16 years and a mom to two incredible girls, presence is everything to me. I built Prism Operations because I want the freedom to show up fully — for my clients and for my family. My goal is a business that gives me that freedom, and my mission is to help you build one that does the same for you."

Core Values

Family First
Being present and intentional with the people who matter most.
Abundance
There is enough success, growth, and opportunity for everyone.
Gratitude
Leading every relationship and interaction from a place of thankfulness.
Respect
Honoring your time, your vision, and your journey as a business owner.

Two causes close to my heart are Alex's Lemonade Stand Foundation and the Jessie Rees NEGU Foundation — both dedicated to bringing hope to children fighting cancer. We show up for them every year because showing up is what we do.

University of La Verne Southern California Dodgers & Lakers Golfer & Yogi Alex's Lemonade Stand NEGU Foundation
Let's work together
01
Your inbox is your to-do list

Manual processes are eating 20+ hours of your week — hours that should be going toward growth, not administration.

02
Growth creates more chaos

Every new client, hire, or revenue stream adds complexity instead of momentum. Scaling feels like running faster on a treadmill.

03
You're doing $20/hr work

You built a business to lead it — not to manage spreadsheets, chase invoices, and manually follow up on every little thing.

Our approach

Where financial precision meets creative clarity

We built Prism Operations on a decade of financial precision and operational experience — but we've never believed that systems have to be cold or complicated. Great infrastructure is invisible. It runs quietly in the background, giving you the room to be creative, to lead boldly, and to innovate without fear.

Think of us as the architect between where your business is and where it needs to go. We don't hand you a manual and wish you luck. We build the system, implement the tools, train your team, and stay until everything runs without us.

"We transform business complexity into clarity — leaving room for artistry and innovation."

How it works

Three steps to clarity.

Every engagement starts with a conversation — not a contract.

01

Audit

We start with a deep dive into how your business actually runs — not how you think it runs. We map workflows, identify bottlenecks, and find the gaps costing you time and money.

02

Design

We architect the solution — custom to your business, your team, and your goals. Every system we build is built to be understood, not just implemented. No black boxes.

03

Deploy & sustain

We build it, implement it, and stay through the adoption phase. The goal isn't a handoff — it's a system so embedded in your business that you stop noticing it because it just works.

Services

Pick your starting point.

Three tiers built for where you are — and where you're going.

Tier 1 · Prism Foundation

The clean slate.

For solo entrepreneurs and small businesses ready to stop winging it and start building.

We audit your existing workflows, eliminate the clutter, and implement the core automations that give you your time back — starting with the basics that make everything else possible.

  • Full operational audit — financial, CRM, task management
  • Standard automations (lead capture, billing, calendar)
  • 1 monthly strategy session
  • A system you actually understand and can run

$2,500 – $3,500

Flat project fee · or $1,500/mo retainer

Tier 2 · Prism Pro

The power-up.

For growing businesses that need to scale output — without adding headcount.

Everything in Foundation, plus we build and deploy AI tools that work for your business specifically. Custom prompts, automated workflows, "AI employees" that handle the tasks you've been doing manually for years.

  • Custom AI prompt library (built to your brand voice)
  • AI agent setup for content, email, data analysis
  • 50%+ reduction in manual task hours
  • 2 monthly strategy sessions + priority support

$5,000 – $7,500

Setup fee · + $2,500/mo retainer

Tier 3 · Prism Elite

The transformation.

For established teams that need a total operational overhaul — and a real partner to lead it.

This is full-scale, end-to-end: AI ecosystem, connected APIs, custom knowledge bases, team training, and ongoing Fractional COO services. We don't just build the machine — we run it with you until it runs itself.

  • Full AI ecosystem + connected APIs + reporting
  • Team onboarding and change management
  • Fractional COO — ongoing operations leadership
  • 6-month minimum commitment

$10,000+ setup

+ $5,000 – $7,500/mo retainer

Speaking

Bringing operational clarity to stages that matter.

If your audience is full of entrepreneurs, founders, or business owners who are drowning in complexity — this is the talk they need. Real, practical, and actionable. No fluff, no theory, no generic advice. Just the systems and frameworks that actually move businesses forward.

Available for keynotes, workshops, panels, and corporate team sessions. Every talk is customized to your audience and their specific growth stage.

Stop Working Harder, Start Working Smarter Operational efficiency for entrepreneurs who've hit their ceiling
AI for Non-Tech Business Owners Implement AI tools without the overwhelm — practical, beginner-friendly
The Systems That Scale Build the infrastructure your business needs before you need it
K

Keynote

30–60 min. Conferences, summits, annual events.

W

Workshop

Half or full day. Hands-on systems building.

P

Panel

Moderated discussions. AI, ops, growth.

T

Team training

Corporate sessions on AI adoption.

Inquire about speaking →

Free Download

The Prism Operations
Business Health Assessment

Score your business across 5 critical systems in under 5 minutes. Find out exactly where your gaps are — and what to fix first.

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Ready to start?

45 minutes.
Total clarity.

Book a free Operations Audit — a no-pressure strategy session where we dig into your biggest bottlenecks and map out exactly what needs to change.

Book my free audit

No pitch. No obligation. Just clarity on what's next.