Stop making business decisions from bank balance screenshots.
The Business Financial Diagnostic™ is a paid advisory review for business owners who need clarity around books, cash flow, tax exposure, and next financial priorities.
If your business is making money but your numbers still feel unclear, this session gives you a strategic starting point.
- 75-minute advisory session
- Pre-session intake review
- Cash flow + tax exposure review
- Financial Priority Map™
- 30/60/90-Day Advisory Roadmap
Payment is required to reserve your session.
Revenue is not the same as financial clarity.
A business can be making money and still feel financially chaotic.
- Are your books accurate?
- Are you saving enough for taxes?
- Can you afford to hire, invest, or expand?
- What is the business actually keeping?
- Are you making decisions from real numbers or today’s bank balance?
- Do you need cleanup, tax prep, monthly advisory, or something else?
By the time the tax return is prepared, most of the important decisions already happened.
The money was already spent. The entity was already chosen. The contractor was already paid. The documentation was either kept or lost.
The Business Financial Diagnostic™ helps you pause, review the full picture, and determine what needs to happen next before you keep operating from assumptions.
This is for business owners who need a clearer financial operating picture.
This diagnostic is designed for owners with active business revenue who want more visibility before making another business decision.
This is a strong fit if you:
- Have active business revenue
- Are unsure whether your books are accurate or tax-ready
- Need help understanding cash flow, profit, or tax exposure
- Are preparing for tax season, growth, hiring, funding, or a major contract
- Have mixed personal and business expenses
- Feel unsure whether you need cleanup, bookkeeping, tax prep, or advisory
Best for:
- Service-based businesses
- Consultants and coaches
- Creators and digital business owners
- Logistics, trucking, and supply chain operators
- Self-employed professionals
- Small business owners with growing complexity
This is not a free consultation or a tax prep appointment.
Those services may be recommended after the diagnostic, but they are not included in the session itself unless separately agreed in writing.
This diagnostic does not include:
- Tax return preparation
- Bookkeeping cleanup
- Payroll processing
- Legal advice
- Investment advice
- Internal Revenue Service or state representation
- Full financial planning
- Audit representation
- Ongoing advisory support
What’s included in the Business Financial Diagnostic™
You receive a structured review, written priorities, and a practical roadmap for what should happen next.
1. Pre-Session Intake Review
Before the call, you complete a detailed advisory intake form covering business structure, revenue, bookkeeping status, tax concerns, cash flow challenges, and current financial priorities.
2. Document Review
We review available documents such as profit and loss statements, balance sheets, tax returns, bank statements, payroll reports, or tax notices if provided.
3. 75-Minute Advisory Session
During the session, we review your current financial picture, including books, cash flow, tax exposure, profit allocation, systems, and decisions.
4. Financial Priority Map™
You receive a written summary outlining what is working, what needs attention, top priorities, cash flow notes, tax notes, and cleanup or system needs.
5. 30/60/90-Day Roadmap
Your map includes a practical roadmap showing what should happen next over the next 30, 60, and 90 days.
6. Recommended Next Step
You receive a recommendation for cleanup, tax prep, monthly accounting advisory, Fractional Chief Financial Officer Advisory, or another path.
A strategic diagnostic, not a generic consultation.
If purchased separately, these advisory components would typically cost significantly more than the launch rate.
Estimated standalone value: $1,950+
Launch Investment: $575
The launch rate is available for a limited number of early diagnostic sessions while this advisory process is being rolled out.
How the process works
Book + Pay
Book your Business Financial Diagnostic™ and submit payment to reserve your session.
Complete Intake
You will receive an advisory intake form and document upload request. Complete these at least 48 hours before your session.
Attend Your 75-Minute Session
We review your business snapshot, books, cash flow, tax exposure, systems, and current financial decisions.
Receive Your Financial Priority Map™
Within 3 business days, you receive your written Financial Priority Map™ and 30/60/90-Day Advisory Roadmap.
Decide Your Next Move
If additional support is recommended, you may receive a proposal for cleanup, tax prep, monthly advisory, or Fractional Chief Financial Officer Advisory.
Your next step depends on what your business actually needs.
The diagnostic protects you from buying the wrong service before we understand the real issue.
Financial Cleanup Project
For businesses whose books are behind, inaccurate, incomplete, or not tax-ready.
Financial Essentials
Quarterly bookkeeping and basic financial visibility for business owners who need a stronger foundation.
The Butler Financial Operating System™
Monthly accounting and advisory support for clean books, reporting, cash flow visibility, and tax-aware decisions.
Fractional Chief Financial Officer Advisory
Proactive financial leadership for growing businesses with more complexity, payroll, expansion plans, or major financial decisions.
Standalone Tax Preparation
If tax preparation is the only service needed, a separate proposal may be provided.
No-Fit Recommendation
If another path is better, you will still receive your map and recommended next steps.
Tax preparation tells you what happened. Advisory helps you decide what to do next.
K Butler Capital LLC combines tax, accounting, and advisory support for business owners who need more than annual compliance.
The goal is to help you understand your numbers, prepare for taxes before everything is final, and make business decisions with stronger financial visibility.
This work is especially useful when you are growing, cleaning things up, preparing for funding, hiring, expanding, or trying to understand why the business is making money but cash still feels tight.
K Butler Capital LLC
Tax | Accounting | Advisory
My Accountant > Yours
Common questions
Is this tax preparation?
No. The Business Financial Diagnostic™ is a paid advisory review. Tax preparation may be recommended separately after the diagnostic, but it is not included in the session.
What if my books are messy or behind?
That is one reason to book the diagnostic. We will identify what is missing, what needs cleanup, and whether a Financial Cleanup Project is needed before tax preparation or monthly advisory begins.
Do I need QuickBooks before booking?
No. You do not need perfect systems before booking. The session helps identify what systems, cleanup, or reporting support may be needed next.
What documents should I upload?
Helpful documents include profit and loss statements, balance sheets, prior-year tax returns, business bank statements, payroll reports, and tax notices. If you do not have everything, submit what you have.
How soon will I receive my Financial Priority Map™?
You will receive your Financial Priority Map™ and 30/60/90-Day Advisory Roadmap within 3 business days after the session.
Can the diagnostic fee apply toward monthly advisory?
During the launch period, a portion of the diagnostic fee may be credited toward your first month of monthly advisory if you enroll within 7 calendar days. The credit amount and eligibility will be confirmed at booking or proposal.
Who is this not for?
This is not for clients looking only for the cheapest tax return, free advice, or financial support without providing documents. This works best for business owners who are prepared to share accurate information and act on the recommendations.
What happens if you determine I am not a good fit?
You will still receive the Financial Priority Map™ and recommended next steps. If K Butler Capital is not the right fit, you may be advised to seek another type of support.
Ready to understand what your business needs next?
If your business is making money but the numbers still feel unclear, start with the Business Financial Diagnostic™.
You will walk away with a clearer understanding of your financial priorities, tax exposure, cash flow concerns, and the next best move for your business.
Launch Investment: $575 with VIP code while supplies last*· Standard Rate: $750
Questions before booking? Contact K Butler Capital at 1-855-BIZ-TAX5.