An opex audit that took days. Now it takes two hours.
Nicole Jordan-Dahdal runs fractional CFO and mid-market M&A advisory work at PrismEdge. Every engagement’s books sit in a separate QuickBooks Online account. This is what changed when those accounts stopped being separate logins.
The gap between a bookkeeper and a $300,000 CFO.
PrismEdge is a fractional CFO practice and mid-market M&A advisory, built around a concentrated book of senior engagements.
- CFO work for high-growth companies doing $1M–$50M in revenue: building the finance function, month-end close support, board prep, fundraising, cash management.
- M&A work for businesses at $20M–$150M revenue and $2M–$25M earnings: owner exits and private equity recaps.
- A deliberately concentrated book, a handful of engagements at a time, so each one gets a CFO rather than a checklist. In her words, her engagements aren’t box checks, they’re a thought partner.
Nicole came up as a banker, an investor, and an operator before PrismEdge. The full story is in the partner spotlight: Partner spotlight: Nicole of PrismEdge.
A concentrated client list is still a lot of logins.
A deliberately concentrated book doesn’t mean a simple one. Each engagement is an entire finance function, often spanning several legal entities, and each sits in its own QuickBooks Online account with no view across them. Three jobs came up over and over, and each one started the same way, by picking a client and signing in:
- Audit operating expenses, one client at a time.
- Update the financial models with whatever the books now said.
- Verify overdue AR before it turned into a conversation with a founder.
For a CFO whose value is the judgment on top of the numbers, that is the wrong place for the hours to go. The work that needed her was the modeling; the work that got her was the retrieval.
What changed, from the CFO who ran it.
Every time I needed to audit our opex, update our financial models, or verify overdue AR, I had to log into multiple QBO accounts, one client at a time. Now I can ask Claude to pull the data and even run some of the modeling for me. A recent opex audit across three entities would normally have taken me a few days. With Numbers Game it was done in under two hours. It's one of the most powerful MCPs I have.
One connection, every client’s books.
The logins collapsed into one ask
Every QuickBooks Online engagement connects once. The question “what does opex look like across these three entities” stopped being three sessions and became one request.
Retrieval stopped being the job
Claude pulls the data straight from the books, so the hour goes to reading the numbers instead of assembling them.
Some of the modeling came along
Not all of it, and not unsupervised. Enough of the mechanical build-out that the model is ready to be argued with sooner.
A few days became under two hours
Her words, on a real opex audit across three entities. The comparison is against how she had been doing that exact audit, not against a hypothetical.
None of it posted itself.
An audit like this is a read. Where Numbers Game does write to QuickBooks, it proposes first and a person approves, the same way it runs on our own book of clients. Every connection is scoped to the company names the firm approves, and every tool call lands in one activity log.
Run the same audit on your own entities.
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