Is it for your company?
The 360° Diagnosis is designed for companies that want to truly optimize, not receive a generic 100-page report.
Established SMEs
5–100 employees
No dedicated CFO or CTO. They feel they pay more taxes than they should or that their systems are holding them back. They want an external diagnosis with fresh eyes.
Growing startups
Pre-Series A / Series A
Before raising capital or hiring more people, they want to know exactly what to optimize to scale sustainably.
Companies in restructuring
Tax contingencies or technical debt
With open tax contingencies, accumulated technical debt or costs they can not control. They need to prioritize what to tackle first for maximum impact.
How it works
Information gathering
Documentation request: financial statements, SII declarations, systems inventory, tool access. 90-minute kick-off meeting with the management team.
Parallel analysis on both axes
Julio analyzes financial statements, tax burden and compliance. Alejandro audits the technological infrastructure, security and digital processes. Cross-referencing findings between both axes.
Report and roadmap drafting
Compiling findings into an executive report. Prioritizing initiatives by ROI. Roadmap of 10–15 concrete actions with estimated impact.
Presentation session
90-minute presentation with the management team. Explanation of findings, roadmap priorities and recommended next steps.
What is included
What you receive at the end:
Pricing and conditions
Fixed price per engagement — varies by company size and complexity.
- •50% at the start of the engagement
- •50% upon delivery of the final report
- •Implementation of recommendations
- •Formal external audit for legal purposes
- •Monthly accounting services
Frequently asked questions
It is a 4-week integrated audit covering two simultaneous axes: the financial/tax axis (financial statements, tax burden, SII compliance, unused benefits) and the technological/digital axis (digital maturity, security, automation, AI). The result is an executive report with a prioritized roadmap of 10–15 initiatives, each with an estimated savings or projected return, plus a 90-minute presentation session.
3 to 5 weeks from when we receive access to the necessary documentation. Week 1: information gathering. Weeks 2–3: parallel analysis on both axes and cross-referencing findings. Weeks 4–5: report writing, roadmap and presentation session.
Companies with 10 to 200 employees that do not have a dedicated CFO or CTO and feel they are paying more taxes than they should, or that their technology systems are holding them back. It is also ideal for companies in accelerated growth, restructuring, or those wanting to prepare to raise capital or receive investment.
Because when they are separate teams, their recommendations do not talk to each other. A tax saving can have technological implications, and an investment in systems can impact financial planning. KaiNext cross-references findings between both axes and delivers integrated recommendations — something two independent firms cannot do.
We sign a non-disclosure agreement (NDA) before starting any engagement. All documentation is handled with strict security protocols and deleted at the end of the project as agreed. We do not share our clients' information with third parties under any circumstances.
The 360° Diagnosis starts from $1,800,000 CLP depending on company size. Separate audits (financial or technological) range from $700,000 to $2,500,000 CLP. The Monthly Retainer starts from $350,000 CLP/month. Payment is structured as 50% upfront and 50% upon delivery of the report.
The financial/tax axis is led by Julio Patricio Hernández Cisternas: over 30 years in corporate finance, auditing and taxation, MBA, Master's in Applied Finance and a degree in Business Administration. The technological/digital axis is led by Alejandro Hernández Lara: over 10 years as a Platform Engineer on projects such as LATAM Airlines, specializing in cloud (GCP/AWS), applied AI and software architecture.
Schedule a 30-minute call and we will explain how we can help you.