One clear picture of your business and personal finances.
You're making money, but you're not sure what the business is really earning, what you can safely pay yourself, or where it all goes. The Diagnostic answers that in 10 business days.
Book a Free 15-Minute Call
Why business + personal?
Your business and your household share one bank account: you. Owner pay, cards used for business expenses, lifestyle spending, and tax set-asides all live in the space between the two, and that's where the most expensive mistakes hide. The Diagnostic looks at both.
What's included
Business Review
- 3–6 month revenue, expense and profit analysis
- Cash flow timing and reserves
- Pricing, margin and expense efficiency
- Tax set-aside and entity structure check
- Bookkeeping accuracy flags
Personal Review New
- Household cash flow: what comes in, what goes out, what's left
- Personal debt, including cards used for business
- Owner pay compared with what your household actually needs
- Subscriptions, recurring charges and spending leaks
- Savings, emergency fund and 2027 goals
How it works
We make sure the Diagnostic is the right fit.
We give you a simple checklist.
10 business days, start to finish.
Your roadmap and a clear plan for what comes next.
Who it's for
Women-owned and service-based businesses in South Florida, including medspas, wellness, beauty, fitness and professional services, that are:
- Bringing in revenue but unclear on true profit
- Paying themselves inconsistently, or not at all
- Mixing business and personal money
- Working with a bookkeeper or CPA, but without anyone explaining what the numbers mean
Jessica Benitez Martinez, CPA, CFE, MAFF, MBA, MAcc
Founder & Strategic Finance Partner, BM Advisory. Former SEC paralegal and forensic accountant. Not a bookkeeper or a business coach: the finance partner who turns your numbers into decisions.
Clean. Clarify. Strategize.
Questions
I already have a CPA or bookkeeper. Do I need this?
Yes. They record and file your numbers. The Diagnostic tells you what those numbers mean and what to do next.
What happens after the Diagnostic?
On your review call you'll get a clear next step: implementing the roadmap yourself, ongoing CFO partnership, Personal Finance Management, or a combination.
How long does it take?
10 business days from payment and documents to your review call.
What do I need to send?
Bank and credit card statements, your current books if you have them, and a short intake form. We'll send you the full checklist.
Already bought The Reset?
Reset buyers get 10% off the Diagnostic. Just mention it when you book.
Stop guessing. Start knowing.
Book Your Free 15-Minute CallNot ready yet? Start with The Reset for $47. It includes a 15-minute Reset Review with Jess and 10% off your Diagnostic.
Get The Resetbmadvisorycpa.com · 754-222-4360 · @jessbm.cpa