Kelly Morgan aspires to work with passionate SME owners. By working closely with her clients, Kelly helps them to maximise the opportunities in their business and assist them to achieve their goals.

Kelly Morgan has over 25 years experience as a Chartered Accountant and is a Lead Advisor to many clients within the entrepreneurial business community.

One of Kelly’s core strengths is her ability to bring objectivity to a business’ operations, combined with high-level financial knowledge and experience. This allows her to understand a business’ financial position, what its potential opportunities are and what needs to be done to achieve its objectives.

To achieve this Kelly has developed a proven 4-step process of identification, planning & strategy, operational optimisation and implementation. Through this process Kelly has helped many SMEs to increase their profits as well as the value of their business.

Kelly specialises in providing SMEs with corporate advisory, management consulting, business finance and virtual CFO expertise. Kelly has successfully lead many corporate advisory roles, delivering complex projects such as business sales, exit plans and commercialisation, including capital raising.

In her career she has held high level positions with a number of specialised firms and worked with various clients across a multitude of industries.

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