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.
CFO Sprints
Financial clarity, delivered.
Fractional CFO sprints for companies doing $0–$20M+ in revenue. No ongoing commitments just the clarity you need for success.
ONE-TIME
Fundraising Sprint
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.
$9,000
ONE-TIME
Financial Clarity Sprint
A focused 6-8 week engagement to assess your financial health, build your financial 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.
$15,000
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.