Trey Pruitt image

CFO Consultant

I help companies understand past performance and plan for the future

What I Do

Hi, I'm Trey Pruitt.

I help companies understand past performance and plan for the future.

For the last fifteen years, I have helped clients make data-driven financial and operational decisions and achieve great results.

If you are a CEO who needs a strategic and financial thought partner with analytical rigor, I could be a good fit for your company.

Schedule a Call

Services

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Business Modeling & Forecasting

Model what future success looks like based on fundamental drivers of your business.

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Operational Planning & Budgeting

Set hiring and expense budgets to allocate financial resources for maximum impact.

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Key Performance Indicators (KPIs)

Choose the metrics matter for your business. Monitor progress by week, month, and quarter.

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Analytical Insight

Dig deep into drivers of performance to understand how best to improve your business.

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Management & Board Reporting

Establish clear metrics and financial reporting for your management team and board of directors.

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Accounting Oversight

Review accounting so that you can feel confident the books and financial operations are solid.

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M&A Support

Prepare your company for due diligence in a mergers & acquisition (M&A) situation.

Typical Client Profile

Data-Intensive Business

Software-as-a-Service (SaaS), marketplace, consumer subscription, e-commerce, and ad-supported business models where data analysis is key to success.

Earlier Stage

Company is generating revenue but there are still important business model assumptions to validate.

Solid Foundation

CEO and investors are committed to building business on a solid foundation with sustainable unit economics.

Thought Partner

CEO needs an experienced CFO as a thought partner for critical strategic, financial, and operational issues.

Schedule a Call