Every founder has a freedom point — the moment when their business fuels their life instead of consuming it. Most have never envisioned it. That's the first thing we do together. Some clients are building toward an exit. Some are building a company that pays well and preserves their time. Either way, you pick the destination and I'll do the math.
Advisor · Atlanta Tech VillageI work with your bookkeeper to keep the numbers clean. We start from financials you can trust.
Cash, spending, runway, and margin on a single page. Readable in two minutes.
The next twelve months, updated with what actually happened. The plan stays honest.
We spend one hour making sure every decision is supported by the numbers and getting you closer to freedom.
We establish your business and our rhythm.
Initial three-model and three-year forecast build-out.
Presentation and dashboard collaboration.
The plan takes hold and decisions keep moving.
Ongoing accountability partnership and coaching.
How this looks in practice.
StageWing — event and stage equipment rental marketplace
StageWing rents event and stage equipment through a network of independent operators. The company had grown faster than its financial infrastructure — a reincorporation from LLC to C-corp left unresolved items on the books, money moved through six-plus accounts with no written rules, and the founder couldn't say on any given day whether the business could afford a purchase.
I went through every month of the ledger transaction by transaction rather than working from summary reports. That surfaced duplicate transactions from a misconfigured payment processor, a receivables balance the business model can't generate, and legacy obligations from the dissolved entity still being serviced by the successor company. With clean data, the model made the real constraint obvious: revenue was capped by how much service and logistics load one person could absorb, not by demand — which meant the intuitive growth levers would have missed. The engagement closed with a sequenced growth plan and a written SOP set authored for a future bookkeeper, so the founder's time stays on revenue.
Relief printmaker — creative-economy business
A full-time working artist selling through galleries, commissions, residencies, and grants. The artistic output was strong and the grant discipline was real — roughly twenty applications a month — but the money had no structure behind it. Fellowships were carrying the year, business and personal spending ran through one account, and the tiered pricing had never been connected to what a print actually costs to make.
We started by separating the finances, because nothing downstream is trustworthy without that. Then I built the revenue target into unit economics by product tier, which showed the volume each channel actually has to produce — and made clear that the cheapest tier had the highest volume and the worst return on studio hours. The last piece was focus: one audience, one product, one channel, one message, held for one year, instead of chasing every channel at once. Onboarding closed with a 90-day priority stack and KPIs set before any execution began.
Models and tools for founders, built on the same structure I use with clients. Substack subscribers get them first.
Sized to where your business is right now.
Financial models you run yourself. Built for solo founders and very early teams.
A one-time engagement. I build your model, clean up the numbers, and hand you a 90-day cash plan. You leave knowing exactly where you stand.
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.
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.
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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