The CFO who's been on the other side of the term sheet.

Traci Keen has spent her operating career inside the businesses she now advises. Across prior roles as CFO, CFAO, and head of finance she has raised $50M+, led $65M+ in transactions, and built or rebuilt the finance function inside more than twenty venture-backed and bootstrapped companies.

Most of those rooms looked the same from the inside. A diligence call where a partner asked the question nobody had stress-tested. A cap-table negotiation where the math could not survive a second pass. A board meeting where the numbers had to defend themselves in real time. Beyond the Balance Sheet is built on what she learned about the difference between work that survives those rooms and work that doesn't.

Every engagement is finite by design. A Sprint has a defined start, a defined end, and a deliverable set built around a real decision: a raise, a sale, a restructure, a hire. When the Sprint ends, the model, the operating cadence, and the reporting infrastructure stay. The team runs them. The CFO leaves.

Engagements are application-only. Submit an inquiry and you'll hear back inside three business days — either a 30-minute call invitation or a clean no with a reason, and where possible a recommendation for what would fit better. Both replies go out on the same timeline.