Clarity. Precision. Growth

At Prism Edge, we help founders of growing companies build financially strong, operationally clean businesses. Whether you need a strategic CFO, cleaner books, leaner operations, or a plan for what comes next, we give you the clarity and execution to grow with confidence.

Wooden bowl with paperclips, finance and budget tracking documents, gold pen on desk.

Our Services

  • Hands-on financial leadership or high-level strategic guidance, depending on company needs.

  • Financial reporting, reconciliations, and month-end close.

  • Providing hands-on leadership or process creation in finance, HR, and other operational functions.

  • Identifying inefficiencies, reducing expenses, and extending runway.

  • Supporting fundraising preparation, business model adjustments, and expansion planning.

  • Focused support for revenue alignment and growth acceleration

  • Helping founders prepare for a successful acquisition.

At Prism Edge, we help businesses doing between $1M and $50M+ in revenue scale efficiently by solving complex financial and operational challenges. Our expertise spans finance, strategy, and operations, giving companies the structure, visibility, and execution needed to grow with confidence.

With experience across investment banking, private equity, asset management, and high-growth startups, we work directly with founders, CEOs, and leadership teams to streamline financial operations, reduce inefficiencies, and create scalable systems that drive long-term success.

Who we are

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What our customers say

Series A B2B SaaS Customer:

“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!”

Our Partners

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