Strategic Financial Leadership for Growing Companies
Expert financial guidance when you need it most. Our team brings clarity, strategy, and operational discipline to help your business scale confidently.
Meet Kevin Morelli, CPA, CFA
Financial Clarity Expert
Founder of My Advantage CFO with 7+ years in public accounting and startup CFO experience, Kevin transforms financial chaos into strategic clarity for founder-led companies.
Industry Specialization
Deep expertise in real estate and service industries, providing tailored financial strategies for each sector's unique challenges.
Growth Strategist
"Great financial leadership empowers founders to lead boldly—and sleep better at night. My passion is helping businesses scale."
Strategic Insight
Delivering actionable financial intelligence
Operational Discipline
Implementing efficient financial processes
Financial Structure
Building robust frameworks for scaling
Kevin's methodical approach ensures your business has the financial foundation needed for sustainable growth, investor readiness, and strategic pivots when opportunities arise.
Meet Sridhar Kuppa, CPA, MBA
Global Finance Executive
20+ years of experience spanning public companies, PE-backed startups, and complex cross-border finance operations.
Systems Expert
Specializes in implementing scalable finance infrastructure that grows with your business needs.
Trusted Advisor
Founder of My Advantage CFO, partnering with companies to build and scale.
Sridhar's Strategic Strengths
"The best CFOs don't just report the past—they prepare the company for what's next." Sridhar's approach ensures your financial strategy aligns with future growth objectives.
Global Finance Executive
Building finance functions that support rapid growth
M&A Expertise
Guiding post acquisitions integrations
Compliance & Governance
Ensuring GAAP/IFRS and regulatory alignment
Investor Relations
Preparing for PE/VC engagement
How Our Services Work
Assessment
We evaluate your current financial structure, identifying gaps and opportunities for improvement.
Ongoing Support
Regular guidance ensures your financial strategy evolves as your business grows.
Strategy Development
Together, we create a tailored financial roadmap aligned with your business goals.
Implementation
We execute the plan, building systems and processes for sustainable financial management.
Industries We Serve
SaaS & Technology
Specialized expertise in subscription models, CAC/LTV analysis, and scalable financial systems for rapid growth tech companies.
Real Estate & Construction
Deep understanding of project financing, cost management, and capital investment strategies for property development and management firms.
Professional Services
Tailored financial management for service-based businesses, focusing on utilization metrics, billing efficiency, and profitability analysis.
Manufacturing
Strategic inventory management, cash flow optimization, and margin analysis for product-based businesses.