Results
Case studies
Building a Finance Function from the Ground Up — With AI Embedded from Day One
65%Reduction in close time (20+ days to 7 days)Cutting Month-End Close from 20+ Days Down to 7
40%YoY Revenue IncreaseDriving a 40% YoY Revenue Increase with Strategic Holiday Pricing
2x+Exit MultipleFull Acquisition of Founder-Owned Commercial Services Company
50%Cash burn reduction within 6 monthsCutting Cash Burn by 50% Through Strategic Cost Optimization
100%Accurate forecasting for better financial decisionsEliminating Guesswork in Financial Planning with Scalable, Automated Forecasting
$30KAnnual savings without sacrificing qualityReducing HR Costs by $30K While Upgrading Employee Benefits
90 DaysAcquisition closed and fully integratedLeading a High-Value Acquisition with Seamless Integration
75%Reduction in bottlenecks across the companyTransforming JV & Executive Approvals for Faster, Smarter Decision-Making
Testimonials
“When Nicole came in, our books were a mess and we didn't have a clear picture of the business. Within a year we'd cut product costs by a third, stopped running out of stock, and had our first profitable year. Now I know my numbers, and I make decisions off them.”
“Nicole is efficient, communicative, and agile. I don’t know how she does it all, but she does! She has streamlined processes, pointed out inefficiencies, to the point that looking at our month-end packages have created a zen-like experience…yes, I said “Zen” and “month-end packages” in the same sentence. We are beyond grateful to have found Nicole!”
Featured in
All pressThe Payroll Company That Let a Robot Into Its Books, One Approval a Day
How we automated 1,000+ monthly invoices into QuickBooks at Everyset while keeping every entry traceable and approved.
An Opex Audit That Took Days. Now It Takes Two Hours.
A three-entity opex audit completed in under two hours instead of several days, by pulling QuickBooks data through AI instead of logging into each company one at a time.
Partner Spotlight: Nicole of Prism Edge, the Fractional CFO Who Builds for the Exit
Why Prism Edge keeps fewer than five clients, and builds finance infrastructure that keeps working after the first full-time hire.
Navigating the Nexus: Technology's Impact on Financial Decision Making
Why finance leaders need a deep understanding of operations, and how to earn a seat at the table.