About
Kevin Morelli is a seasoned financial executive, entrepreneur, and Scaling Up Certified Coach, committed to helping business leaders scale with clarity, confidence, and control. Born and raised in Savannah, GA, and now based in Atlanta, Kevin blends Southern roots with a forward-thinking mindset. He lives with his wife, Kavita, their son, August, and their dog, Eddison.

Kevin is driven by a simple but powerful mission: to help founders and leadership teams gain visibility into their business so they can spend less time in the weeds—and more time building something extraordinary.

Professional Highlights
With a BBA in Real Estate and Accounting and a Master of Accountancy from the University of Georgia, Kevin brings deep technical expertise backed by real-world experience.

He is a licensed CPA and a CFA Charterholder—credentials that underscore his analytical rigor and strategic insight. Before launching his own consulting firm, Kevin held a variety of leadership roles—including CFO, COO, outsourced CFO, and strategic advisor—across founder-led companies, particularly in the real estate sector. Through these roles, he developed a keen understanding of the challenges growth-stage businesses face and became passionate about making the scaling journey more structured, more strategic, and even enjoyable.

Today, Kevin leads a consulting practice focused on empowering companies to grow smarter and stronger. His firm offers:
• Scaling Up Business Coaching
• Outsourced Accounting, Controller, and CFO Services
• Outsourced Financial Planning & Analysis (FP&A)

Whether guiding CEOs through complex decisions or implementing systems that drive performance, Kevin’s work centers on creating lasting value.

Personal Highlights
Outside of work, Kevin thrives on time spent outdoors—hiking, golfing, or taking family road trips in their custom-built conversion van.

A lifelong learner and avid reader, he constantly seeks new ideas to sharpen his thinking and support those around him.

At his core, Kevin is a learner, teacher, and builder—committed to helping others grow personally, professionally, and financially. His blend of financial acumen, entrepreneurial spirit, and dedication to continuous improvement makes him a trusted partner to the companies and communities he serves.

Coaching Regions
US - Southeast

Industry of Expertise
Accounting/Finance
Banking/Real Estate
Building/Construction
Marketing