Know your numbers.
Make confident decisions.
Build your business with clarity.

6 Weeks of Guided Financial Coaching

Led by Betsy Frazer Keyser, PMP
40+ years of financial & operational experience

You make money, but the numbers still feel fuzzy.

You know what’s coming in and going out, but profit, cash flow, margins, and what the business is actually keeping aren’t always clear.

Financial reports feel like they’re written for someone else.

You receive statements and reports, but you’re not always sure what matters, or what the numbers are telling you.

You don’t have a consistent financial routine.

You check the bank account. You look at things when something feels wrong. But you don’t have a simple rhythm for reviewing the financial health of your business.

Financial decisions still involve more guessing than you’d like.

How much can you spend? What can you pay yourself? Can you afford to invest or grow? You want the numbers to help answer those questions.

You depend on financial professionals more than you want to.

You have, or know you need, a bookkeeper, accountant, or tax professional, but you want to understand enough to ask better questions and participate confidently.

You want to build a stronger business, not become an accountant.

You need practical systems for budgeting, planning, organizing records, preparing for the unexpected, and tracking progress—without turning finance into another full-time job.

You don’t need to become an accountant to take control of your finances.

UNDERSTAND

Know what your numbers are telling you.
Understand the reports, financial terms, and key numbers that matter so you can see what’s actually happening in your business.

MANAGE

Build a back office you can actually manage.
Create simple routines for reviewing finances, budgeting, organizing records, planning ahead, and keeping the financial side of your business under control.

Clear & Calm helps you build the financial habits and systems you need to confidently handle the back office of your business.

You’ll work with your actual numbers, learn what your reports are telling you, create simple financial routines, and build tools you can continue using after the program ends.

You won’t become an accountant. You’ll become a business owner who understands what’s happening financially — and knows what to do next.

Six weeks. One financial system you can actually use.

Calm Starts Here

Build a clear financial snapshot of your business. You’ll look at what’s coming in, what’s going out, what you owe, what’s owed to you, and where you need better visibility.

Building Your Financial Foundation

Create simple systems to organize and manage your finances. Track how money moves, organize income and expenses, identify recurring costs, and begin building a bookkeeping workflow that works for you.

Understanding Your Numbers Without Fear

Dig into direct costs, overhead, hidden costs, pricing, and profitability so you can see whether what you’re selling is actually supporting the business you’re trying to build.

Creating Simple Bookkeeping Habits

Create simple weekly, monthly, quarterly, and annual routines that keep you informed without making financial management your new full-time job.

Financial Confidence & Professional Communication

Prepare for financial conversations, ask better questions, communicate clearly, and use your numbers to make more confident business decisions.

Long-Term Calm & Sustainable Growth

Focus on the numbers that best reflect your business performance, recognize warning signs earlier, and use your numbers to make decisions about hiring, pricing, purchases, growth, and more.

This isn’t a course you finish and forget. Everything you build during Clear & Calm is designed to become part of the way you run your business.

Work through your business finances one step at a time, using your actual numbers – not generic examples or financial theory.

Your participant guide, exercises, budgeting tools, planning resources, and financial routines are designed to be used during the program and long after it ends.

You’ll also receive a 30-minute private support session to work through a question, challenge, or financial sticking point specific to your business.

Meet Your Guide: Betsy Frazer Keyser

More than 40 years behind the numbers

Betsy brings more than four decades of real-world experience in accounting, operations, project management, and business financial management.

Her career has crossed construction, manufacturing, engineering, aerospace, and small business—giving her hands-on experience with everything from bookkeeping and month-end close to budgeting, cash flow, financial reporting, job costing, inventory, and project controls.

Her strength isn’t simply knowing the numbers. It’s making them understandable.

  • 40+ years of real-world experience
  • PMP certified
  • Accounting + financial management
  • Operations + project management
  • Experience across multiple industries

You don’t need to know everything about accounting.
You need to understand your numbers well enough to confidently run your business.

Six weeks. Practical tools. Real-world guidance. A financial system you can keep using.