FINANCIAL CLARITY · FOUNDER LEADERSHIP
Stop operating from survival.
Start operating from command.
Founders under pressure don't need more data. They need clarity; in the numbers and in the room. I bring both.
CFO | CFAO Sprints
Financial and organizational clarity, delivered.
Fractional CFO | CFAO sprints for venture-backed companies. No retainer. No fluff. Just the financial clarity and founder steadiness to move fast and decide clean, with infrastructure that keeps running after I leave.
ONE-TIME
Fundraising Sprint
Raising from survival mode is how founders take bad deals. We stabilize the numbers and the founder before we touch investors. Focused capital strategy without the long-term commitment. We refine your narrative, pressure-test your model, build investor-ready materials, and structure the round; so you can raise efficiently and on strong terms. Raising capital from survival mode is the fastest way to take a bad deal. We stabilize the financials and the founder before we touch investors.
$20,000 to $30,000
ONE-TIME
Financial Clarity Sprint
You can't see your business clearly when you're running on adrenaline and guesswork. This sprint gives you both. A focused 6-8 week engagement to assess your financial health, build your financial and organizational infrastructure, and deliver a 90-day roadmap. Go from "I don't know where we stand" to total clarity. No long-term commitments, just management clarity. You can't see your business clearly when you're running on adrenaline and guesswork. This sprint gives you the numbers and the ground to stand on.
$15,000 to $25,000
ABOUT
Traci Keen
Founder · Fractional CFO | CFAO · Strategic Advisor
$50M+
CAPITAL RAISED
$65M+
TRANSACTIONS LED
20+
COMPANIES SERVED
I'm not a therapist and this isn't coaching. I'm a founder and CFO | CFAO | CEO who has raised $50M+, navigated exits, and learned, the expensive way, that the numbers and the nervous system are the same problem.
Bad decisions in the boardroom almost always trace back to two things happening at once: unclear financials and a founder running on survival. I built Beyond the Balance Sheet to fix both; because I've been that founder, and I know what it costs.
Everything here is built from real client work and real founder experience. Nothing is theoretical.
2
COMPANIES CO-FOUNDED
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.