FINANCIAL CLARITY · FOUNDER LEADERSHIP
Stop operating from survival.
Start operating from command.
Fractional CFO services, financial tools, and private leadership work for founders who carry too much responsibility — and are ready to carry it differently.
TWO PATHS
The numbers. And the person behind them.
Most companies don't have a finance problem or a leadership problem. They have both — tangled together. We untangle them.
THE NUMBERS
Financial clarity for companies that need to see clearly.
Fractional CFO services and battle-tested financial tools. Monthly reporting, cash flow forecasting, budgeting, fundraising prep — the infrastructure your company needs to make confident decisions.
Fractional CFO engagements
Financial Clarity Sprint
CFO-grade template toolkit
Fundraising preparation
THE PERSON
Leadership work for founders who
carry too much.
Private, high-touch interventions for founders and executives who are successful but dysregulated — making decisions from fear instead of clarity. Not therapy. Not coaching. Strategic recalibration.
Nervous System Reset
CEO → Operator Rewrite
Conflict Operating System
Survival-to-Signal Realignment
PRIVATE CLIENT WORK
"Your survival skills got you here. They will not take you further."
FOR FOUNDERS & EXECUTIVES ONLY · 4 CLIENTS PER MONTH · BY APPLICATION
The Founder Nervous System Reset
"The ability to make clean, strategic decisions without fear contamination."
For founders who are successful but dysregulated; over-functioning, stuck in hyper-vigilance disguised as competence, burning energy instead of converting it.
90-minute private session (live, 1:1)
Personal Nervous System Map
Decision Detox Framework
Authority Recalibration
30-day operating reset
$3,000
Replaces months of therapy and costly executive missteps.
The "It's Not Personal" Operating System
"Nothing is personal — but everything has strategy."
For founders dealing with investors, boards, hostile stakeholders, or internal conflict. You understand "don't take it personally" — but you still bleed energy.
Proprietary conflict framework
Conflict decoding tool
Response calibration templates
Boundary-setting playbook
$3,000
Prevents legal escalation, reputational damage, and judgment-clouding exhaustion.
CEO → Operator Rewrite
"This is not about delegation. It's about sovereignty."
For founders who became CEO too fast, are trapped in execution
hell, or can't let go without destabilizing the company. You built it
with your nervous system instead of systems.
Pre-work role diagnostic
75-minute live rewrite session
Role Boundary Blueprint
Decision Escalation Matrix
Energy ROI Audit
$3,000
The fastest way to grow is removing the founder from the wrong decisions.
Survival-to-Signal
"From survivor, to signal, to stabilizing force."
For high-capacity people who survived chaos, became exceptional, but are still running outdated internal code. A clean identity transition.
Signal vs. Noise Assessment
Survival Reflex Decommissioning
New Authority Identity Map
Personal Leadership Doctrine
$3,000
Identity and leadership realignment for people ready to stop proving and start directing.
4 clients per month · No funnels · No discounts
A stabilizing force for people who carry too much responsibility.
Not a coach. Not a therapist. Not a guru. A strategic partner for your finances and
your nervous system.
FINANCIAL SERVICES
Financial clarity, delivered.
Fractional CFO services for companies doing $500K–$20M+ in revenue. Monthly reporting, cash flow management, budgeting, board prep, fundraising support.
ONGOING
Fractional CFO
Strategic financial leadership without the full-time cost. Monthly reporting, cash flow forecasting, budget management, KPI tracking, board prep, and the financial infrastructure your company needs to scale.
ONE-TIME
Financial Clarity Sprint
A focused 30-day engagement to assess your financial health, build your reporting infrastructure, and deliver a 90-day roadmap. Go from "I don't know where we stand" to total clarity.
THE TOOLKIT
CFO-grade tools. Without the CFO price tag.
Every template built from real client work. 2,000+ formulas across 6 products — all verified, zero errors.
Intake questionnaire, health scorecard, data tracker, engagement letter, and 90-day roadmap.
$99
Annual budget, monthly actuals, variance analysis, 8-department tracking. 693 formulas.
$99
P&L, Balance Sheet, Cash Flow, KPI Tracker, and Executive Dashboard. 431 formulas.
$149
Cap table, dilution model, 3-year financials, use of funds, 42-item data room checklist.
$199
13-week rolling forecast, 12-month projection, scenario planner, and threshold alerts.
$129
5-day guided program: snapshot, revenue analysis, expense audit, forecast, action plan.
$179
The Complete CFO Operating System
All 6 products. 2,000+ formulas. Everything you need to launch a fractional CFO practice or manage your company's finances like a pro.
$854 separately
$497
SAVE 42%
ABOUT
Traci Keen
Founder · Fractional CFO · Strategic Advisor
$35M+
CAPITAL RAISED
$50M+
TRANSACTIONS LED
20+
COMPANIES SERVED
2,000+
FORMULAS BUILT
I built Beyond the Balance Sheet because I kept seeing the same pattern: exceptional founders and executives making costly decisions — not because they lacked intelligence, but because they lacked clarity. Financial clarity. Nervous system clarity. Both.
As a CFO / CEO who’s raised significant capital and someone who's navigated co-founder departures, investor conflicts, and the full spectrum of founder chaos — I know what it costs to operate from survival instead of strategy.
The financial tools are built from real client work. The leadership frameworks are built from real founder experience. Nothing here is theoretical.
Whether you need your numbers cleaned up or your nervous system recalibrated, the work is the same: seeing clearly, deciding cleanly, and leading from command instead of reaction.
GET STARTED
Ready to see clearly?
Private client work is by application only. Financial services begin with a conversation. Either way, the first step is the same.
Private client work: 4 clients per month. No funnels. No discounts. No urgency language.