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Start Here. Build Everything.

You’re getting your business re-engineered for ease, elevation, and legacy. This isn’t cleanup… it’s your glow-up. It’s about stepping fully into your power—with systems that back you, strategy that grows you, and support that sees the whole you.

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💼 Advisor = Strategic Guide

An advisor brings expertise, structure, and direction. At DTBA, this is the role that:

  • Re-engineers your systems for legacy, ease, and elevation.
  • Offers technical clarity: taxes, entity structure, financial strategy.
  • Aligns your numbers with your vision and values.
  • Helps you make power moves with confidence.

🧭 Think: the compass in your hand, giving you direction and data to build the business you want—on purpose, with receipts.

🧠 Coach = Pattern Decoder

A coach brings insight, reflection, and transformation. At DTBA, this looks like:

  • Connecting money habits to mindset, mission, and magic.
  • Holding space for healing, clarity, and empowered change.
  • Helping you rewrite your relationship with money, boundaries, and leadership.
  • Asking the deeper questions—not just “What did you earn?” but “What are you worth, and how do you claim it?”

💖 Think: the mirror in your soul, helping you see how your story shaped your systems—and how you can rewrite both.

🧵 Why DTBA is Both

DTBA is not either/or. You’re not getting a spreadsheet robot or a surface-level hype woman. You’re getting a no-nonsense CFO in pink heels… a trusted financial confidant and business bestie.

DTBA offers:

  • Deep coaching that connects patterns to power.
  • Expert advising that turns chaos into systems.

You don’t just get told what to do—you understand why it matters, how it fits into your story, and where it can take you next.

At DTBA, we advise with precision and coach with compassion—so your numbers reflect not just your business, but your becoming.

Week 1. Connect: Share Your Story, Your Dreams, Your Why

You didn’t come this far to play small. Whether you’re launching your first business, growing your empire, or redefining success on your terms—we start by listening. In our discovery call, we hold space for your journey, your culture, your challenges, and your goals.

This call is about:

  • Understanding where you are and where you want to go
  • Hearing your vision, not just your numbers
  • Exploring how we can serve and support your growth

Outcome: Clarity and confidence—regardless of whether we move forward together.

Week 2. The Human Element: Payroll

We believe knowledge is power—especially for women and immigrant founders. During this deep-dive session, we unpack the layers of your business and finances with compassion, strategy, and care.

You’ll receive:

  • ADP Connection
  • Eligibility analysis for Worker’s Comp
  • Hour long Payroll Implementation Training—Recorded!

Outcome: Empowered insight into payroll, what’s costing you, and where to focus next.

Week 3. QuickBooks Design: Build Your Dream with Smart, Rooted Strategy

Now that we know what’s under the hood, we co-create your unique blueprint. We bring the technical expertise, but you bring the vision—and together, we create a system that’s aligned with your values, family goals, and generational aspirations.

This phase includes:

  • Banking Connections – read only access
  • Tax Payment & Filing Access
  • Credit Card Connections – read only access
  • Clarification for expenses and your company’s quirks

Outcome: A clear, aligned, and resilient foundation for long-term wealth and impact.

Week 4. Death and Taxes: We’ll Guide You Through It Step by Step

Strategy without action is just a wish. We make sure your plan becomes real—with done-for-you services, hands-on support, and ongoing partnership. Whether English is your first language or not, we ensure you feel fully understood and never alone.

Support includes:

  • Tax filing & compliance without last-minute panic
  • Expense clarification—even if you’re starting from scratch
  • Quarterly Estimates

Outcome: You feel confident, supported, and seen—because we’re not just your advisors, we’re your strategic allies.

Your Empowered Entrepreneur Journey

For Women & Immigrant Business Owners Building Legacy with Intention

Week 1

Week 2

Week 3

Week 4

You’re no longer just surviving business—you’re leading with purpose, wealth, and generational impact.

Ready to Begin?

Book Your Free Discovery Call

Because your story deserves a strategy as bold, rooted, and brilliant as you are.