We don’t believe in one-size-fits-all accounting. Your business has its own rhythm, its own challenges, and its own ambitions. That’s why we’ve designed three membership tiers to meet you exactly where you are — and grow with you as your kingdom expands.
Every membership includes a dedicated partnership with Dimpy Gulati — your Royal Advisor — a CPA and Certified Tax Coach who serves as your year-round financial strategist, not just someone you hear from in April.
The pinnacle of partnership, wealth, and legacy.
You’re a woman entrepreneur who wants the complete, white-glove kingdom experience. You want your Royal Advisor as a full financial partner — not just for taxes, but for building, protecting, and passing on your wealth. You’re not just building a business. You’re building a dynasty.
Everything in Catalyst, plus:
Dimpy serves as your fractional CFO. Major business decisions — expansion, hiring, investments, partnerships — are made with a financial strategist at your side.
For members with complex or growing business structures, we design and manage the entity architecture that maximizes protection and tax efficiency.
We work alongside your estate attorney to ensure your wealth passes to the people you love — not to the IRS. Trusts, gifting strategies, and beneficiary optimization are all part of the plan.
We evaluate your coverage to ensure your family and business are fully protected. Life insurance is a wealth transfer tool, and we help you use it that way.
Investment coordination, retirement planning, and financial modeling that shows you the path to true financial independence.
What happens to your business when you’re ready to step back? We plan for that transition so your life’s work continues to thrive.
A visual, easy-to-understand snapshot of your net worth, tax savings, and progress toward your wealth goals. Your Kingdom Review, delivered every quarter.
A visual, easy-to-understand snapshot of your net worth, tax savings, and progress toward your wealth goals. Your Kingdom Review, delivered every quarter.
A comprehensive, beautifully presented annual review: how your wealth has grown, how your tax burden has changed, what strategies delivered results, and the plan for the year ahead.
The promise: Your wealth is growing, your family is protected, your legacy is being architected with care, and you have a partner who is as invested in your kingdom as you are.
MOST POPULAR
Accelerate your wealth. Amplify your impact.
You’re a woman entrepreneur whose foundation is solid and who is ready to accelerate wealth creation. You want advanced strategy, year-round advisory, and a partner who helps you build the castle — not just lay the stones.
Everything in Compass, plus:
Retirement plan optimization, income shifting, advanced deduction planning, and entity restructuring when it serves your goals. These are the strategies that can save you tens of thousands per year.
Not just quarterly check-ins. We monitor your financial picture continuously and adjust strategy in real time as your business evolves.
We don’t just save you on taxes. We help you keep more of every dollar through pricing analysis, expense optimization, and cash flow strategy.
See three, six, and twelve months ahead. Make decisions from a position of strength, not anxiety.
As your business grows, your structure should evolve with it. We analyze whether your current setup is still the best vehicle for your goals.
Depreciation strategies, cost segregation analysis, 1031 exchange planning, and opportunity zone evaluation.
You get preferred access to your Royal Advisor for advisory calls and questions.
The promise: You won’t just save on taxes — you’ll watch your wealth accelerate. Every financial decision will be informed by strategy, and you’ll feel the momentum of a business that is truly building toward something lasting.
Find your direction. We will walk with you.
You’re a woman entrepreneur who is done guessing and ready for a guide. You need your financial house in order — clean books, timely filings, and a clear picture of where your money is going.
A comprehensive assessment of your current financial landscape: books, tax returns, entity structure, cash flow, and tax exposure. You’ll see exactly where you stand and where your money has been leaking.
A clear, visual plan showing where you are today, where you’re heading, and what we’ll tackle first.
Your books are kept accurate, current, and organized so you always know your numbers.
Personal and business tax returns prepared and filed. No scrambling, no surprises, no penalties.
We meet every quarter to review your tax position, adjust estimates, and make sure you’re never blindsided by a tax bill.
We implement foundational strategies immediately so you start keeping more from day one. Entity structure review, deduction optimization, and estimated tax calibration.
You’ll hear from us before problems arrive. Tax law changes, cash flow shifts, upcoming deadlines — we flag it all so you’re never caught off guard.
The promise: You’ll go from financial fog to financial clarity. Your books will be clean, your taxes will be handled, and you’ll have a Roadmap you can actually see.
Not sure which membership is right for you? Book a strategy call — a Royal Council — and we’ll walk through your situation together.
| Service | The Collective Crown | The Catalyst | The Compass |
|---|---|---|---|
| The Kingdom Diagnostic | ✓ | ✓ | ✓ |
| Your Personalized Roadmap | ✓ | ✓ | ✓ |
| Monthly Bookkeeping | ✓ | ✓ | ✓ |
| Tax Compliance & Filing | ✓ | ✓ | ✓ |
| Quarterly Tax Planning Check-ins | ✓ | ✓ | ✓ |
| Basic Tax Reduction Strategies | ✓ | ✓ | ✓ |
| Proactive Communication | ✓ | ✓ | ✓ |
| Advanced Tax Reduction Strategies | ✓ | ✓ | |
| Year-Round Proactive Tax Planning | ✓ | ✓ | |
| Profit Optimization Advisory | ✓ | ✓ | |
| Cash Flow Forecasting | ✓ | ✓ | |
| Entity Structure Optimization | ✓ | ✓ | |
| Real Estate Tax Strategy | ✓ | ✓ | |
| Priority Scheduling | ✓ | ✓ | |
| CFO-Level Strategic Advisory | ✓ | ||
| Multi-Entity Structuring | ✓ | ||
| Estate Planning Coordination | ✓ | ||
| Life Insurance Strategy Review | ✓ | ||
| Long-Term Wealth Architecture | ✓ | ||
| Legacy & Succession Planning | ✓ | ||
| Quarterly Wealth Dashboard | ✓ | ||
| Unlimited Advisory / Same-Day Access | ✓ |
Not sure which membership is right for you? Book a strategy call — a Royal Council — and we’ll walk through your situation together.
Our membership model ensures you get year-round financial strategy, not just tax filing. The result? More profit, less stress, and smarter financial decisions all year long.
| ✕ Traditional Tax Services | ✓ The Kingdom Experience |
|---|---|
| Once-a-year tax filing | Year-round tax planning & strategy |
| Surprise tax bills | No surprises—proactive tax savings |
| No financial guidance | Profit optimization & CFO-level advice |
| Separate fees for bookkeeping & advisory | All-in-one transparent membership |
| Limited availability | Dedicated support & regular check-ins |
Have questions? We’ve got answers. If you don’t see what you’re looking for, reach out—we’re here to help!
We specialize in supporting women-owned businesses across various industries, particularly those with annual revenues up to $1M. Whether you’re a solopreneur, a small business owner, or scaling to the next level, our services are tailored to meet your unique financial needs.
Our membership model provides ongoing financial support throughout the year, not just during tax season. Depending on your tier (The Compass, The Catalyst, or The Collective Crown), you’ll get a combination of bookkeeping, tax planning, profit optimization, and CFO-level guidance—all for a transparent monthly fee.
Our pricing is customized based on your business’s annual revenue. See our comparison table above for details, or schedule a Royal Council to get a personalized quote.
Absolutely! We’re here to support your growth. You can upgrade your membership tier at any time to access more advanced services as your business scales.
It’s simple! Schedule a Royal Council with our team to discuss your needs, choose the right tier, and get started with a financial strategy that works for you.
Unlike traditional accountants who focus on once-a-year tax filing, we provide year-round financial strategy tailored specifically for women entrepreneurs.
Our membership model includes bookkeeping, tax planning, profit optimization, and CFO-level guidance—all in one transparent package.
We’re your partner in building wealth, not just filing taxes, helping you save time, reduce stress, and keep more of your hard-earned money.
We understand the unique challenges women entrepreneurs face—like balancing business growth with personal responsibilities or navigating industries where women are underrepresented.
Our team is dedicated to creating a supportive, empowering environment where you can ask questions, gain financial clarity, and build a legacy.
Plus, our strategies are tailored to help you thrive in a way that aligns with your values and goals.
Many of our members notice a difference within the first 1-2 months!
With Compass, you’ll get immediate relief from bookkeeping stress and a clear tax plan.
Catalyst members often see profit improvements within the first quarter through our optimization strategies.
Collective Crown members can expect faster results with monthly CFO guidance, often seeing significant growth and savings within 3-6 months.
Your results depend on your business’s needs, but we’re committed to delivering value from day one.
No worries—we’ll help you find the perfect fit!
During your Royal Council, we’ll dive into your business’s revenue, goals, and challenges to recommend the tier that best suits your needs.
You can also start with a lower tier and upgrade as your business grows.
Our goal is to meet you where you’re at and support your journey to financial success.
Yes, we’ve got your back!
All tiers include tax filing and planning, but Catalyst and Collective Crown members also get proactive tax strategies to minimize audit risks.
If you do face an audit or IRS issue, our team will guide you through the process, ensuring you’re prepared and supported every step of the way.
Collective Crown members receive priority support for these situations with direct access to our CFO expertise.
We take your privacy seriously.
We use industry-standard encryption and secure systems to protect your financial data.
Our team follows strict confidentiality protocols, and we’ll never share your information without your consent.
You can trust us to handle your finances with the utmost care and professionalism.
Yes, we want you to feel confident in your decision.
While we’re sure you’ll love the value we provide, you can cancel your membership with 30 days’ notice.
We’ll work with you to ensure a smooth transition, and there are no long-term contracts locking you in.
Our focus is on earning your trust through results, not obligations.
We’re here for you whenever you need us!
All tiers include dedicated support via email or phone, with response times within 1-2 business days.
Catalyst and Collective Crown members also get regular check-ins (quarterly or monthly, depending on the tier) to keep your financial strategy on track.
Plus, Ultimate Thrive members have access to on-demand CFO advice for those urgent questions that can’t wait.
Our profit optimization (included in Catalyst and Collective Crown tiers) involves analyzing your revenue, expenses, and tax opportunities to maximize your take-home income.
We identify deductions, streamline expenses, and implement tax-saving strategies tailored to your business.
On average, our clients save 10-20% more on taxes and increase their profit margins by 5-15% within the first year—meaning more money in your pocket to reinvest or enjoy!
Book a Royal Council — a 30-minute discovery call where we’ll talk about where your business is now, where you want it to go, and which membership will get you there. No pressure, no jargon — just a conversation about your money and your future.
