Fractional CFO | Freedom Architect

Clean numbers.
Clear vision.
Your freedom.

You started your business to have more freedom. I do the math that helps you get it.

Advisor · Atlanta Tech Village
The one-page dashboard
Cash on hand $412,300
Monthly burn $38,150
Runway — months of cash left 10.8 mo
Gross margin 54%
Every client sees this monthly. Sample numbers — yours will be real.
The monthly cadence

Four deliverables. One consistent flow.

Week one

Books closed and checked

I work with your bookkeeper to keep the numbers clean. We start from financials you can trust.

Week two

Your one-page dashboard

Cash, spending, runway, and margin on a single page. Readable in two minutes.

Week three

Forecast refreshed

The next twelve months, updated with what actually happened. The plan stays honest.

Week four

The momentum call

We spend one hour making sure every decision is supported by the numbers and getting you closer to freedom.

The offer
Month one — onboarding

Weekly meetings

We establish your business and our rhythm.

Initial three-model and three-year forecast build-out.

Presentation and dashboard collaboration.

Months two – six

Bi-weekly meetings

The plan takes hold and decisions keep moving.

Month seven +

Monthly meeting and plan adjustment

Ongoing accountability partnership and coaching.

Proof of work

Real companies, real numbers.

How this looks in practice.

Case study

StageWing — equipment rental marketplace

StageWing rents out equipment owned by other people and layers paid services on top. Two kinds of revenue with completely different costs were blended together, so the margins looked random and the founder couldn't tell what was actually making money. I separated the streams, rebuilt the forecast around each one, and added best-, base-, and worst-case toggles. Now every month starts with a clear answer: what's profitable, what isn't, and how long the cash lasts.

Two revenue streams untangled Scenario forecast built Runway tracked monthly

More case studies

Coming soon — new client work gets written up here as it ships.

Free resources & templates

Models and tools for founders, built on the same structure I use with clients. Substack subscribers get them first.

Packages

Three ways to work with me.

Sized to where your business is right now.

Self-serve

Templates & tools

Financial models you run yourself. Built for solo founders and very early teams.

Coming soon
Get notified
Ongoing

Monthly CFO

The full package. Get the monthly clarity, accountability, and freedom architecture you need to reach your most important goal. Let's see if we're the right fit.

$2,000 / month
Start the conversation
About

Who you're working with.

I'm Bevin Morgan, a fractional CFO based in Atlanta. I advise founders at Atlanta Tech Village and work with early-stage startups and established service businesses across the city.

I hold an MBA in Entrepreneurship and Marketing from The University of Texas, and I'm trained in financial modeling and valuation through the FMVA program at the Corporate Finance Institute. But the real job is translation: turning your numbers into plain English, and your freedom vision into a plan you can execute.

Money is technology. My job is teaching your business to use it.
  • RoleFractional CFO for early-stage startups and service businesses
  • AdvisoryAdvisor, Atlanta Tech Village
  • EducationMBA, Entrepreneurship & Marketing — UT Austin
  • TrainingFMVA program, Corporate Finance Institute
  • FocusFounder decision support, freedom architecture
  • Based inAtlanta, GA
The newsletter

Plain-English finance for founders.

Real dashboards, runway math you can do on a napkin, and teardowns of the money problems early companies actually hit. Free, on Substack.

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