The Society / Membership Levels
Real truth. Real strategy. Real ownership.
Choose the room that matches the complexity of the work in front of you.
Each level provides a defined way to learn, participate, and engage with the Society. Review the scope before joining.
Foundation
Enter the record.
A private place to build context, study the work, and follow the conversations that sharpen better questions.
Built for
For high earners, side-hustlers, and early founders building a clearer point of view before the next move.
- Private member hub
- Book-derived lessons and frameworks
- Growing Society repository
- Member conversations and updates
In the record
Private Society access for self-directed learning and informed observation.
Operating Room
Put a rhythm around the work.
A defined operating base for newly self-employed members and small business owners who want a steadier Society cadence.
Built for
Solo owners, new business owners, and newly self-employed members ready to pair their work with an ongoing strategic community.
- One business and personal tax return
- Monthly group strategy call
- Curated business briefs and basic portal
- Watch-only hot-seat access
In the record
Core service scope plus a monthly group setting and observer access to the wider conversation.
Decision Room
Take your seat in the room.
For established owner-operators who want a proactive planning cadence and full participation in the Society’s decision room.
Built for
For established business owners with traction who are navigating more consequential operating or real-estate decisions.
- Four quarterly tax-planning conversations
- Full live and replay hot-seat access
- Monthly strategy calls and brief
- Full portal and community access
In the record
Full Society participation with recurring planning conversations, live learning, and a deeper shared record.
A private conversation to determine whether Red Ledger is the right fit.
Review membershipCouncil
Stewardship, on record.
An executive-level Society membership for multi-entity owners making long-horizon decisions with a more involved strategic cadence.
Built for
Multi-entity and legacy-minded owners who want a more private strategic rhythm, deeper financial conversations, and an executive peer room.
- Quarterly planning and financial deep dives
- Private annual strategic intensive
- Annual entity and asset-protection review
- Empire Circle and executive peer pods
In the record
The deepest Society cadence: executive conversations, defined reviews, and the Empire Circle peer room.
Private access
Start with a private strategy session.
Red Ledger is $699/month for established owners who want monthly strategy calls, quarterly planning conversations, and full Society access. The session is a private conversation to determine whether that membership rhythm fits the decisions in front of you.
It is a fit conversation, not individualized tax or legal advice.
Before you book
A clear first conversation.
Who is Red Ledger for?
Established owner-operators with traction who want proactive planning conversations, full access to the member portal, and a place in the Society's decision room.
What happens in the call?
You will discuss the membership's cadence, access, and the kinds of decisions it is designed to support, then decide whether Red Ledger is the appropriate next step.
What is included at $699/month?
Red Ledger includes one business and personal tax return, monthly strategy calls, four quarterly tax-planning conversations, a monthly brief, full member portal and community access, hot-seat live and replay access, and priority access with member rates for eligible events.
The access ladder
Find your level of access.
Foundation → Operating Room → Decision Room → Council. Compare the defined participation cadence and record for each level before joining.
Foundation / Ledger Lite
Room
Foundation
Built for
For high earners, side-hustlers, and early founders building a clearer point of view before the next move.
Your rhythm
Self-directed access to the member hub and repository, with Society updates and conversations available as they are shared.
In the record
Includes the private member hub, book-derived lessons and frameworks, the growing Society repository, and member conversations and updates.
Access
Foundational Society access.
When to step up
Choose Open Ledger when you are newly self-employed or need the stated return-preparation scope and a monthly group strategy rhythm.
Operating Room / Open Ledger
Room
Operating Room
Built for
Solo owners, new business owners, and newly self-employed members ready to pair their work with an ongoing strategic community.
Your rhythm
A monthly group strategy cadence, basic portal access, curated business briefs, and watch-only visibility into hot-seat conversations.
In the record
Includes one business and personal tax return, limited community access, and discounted member rates for eligible events.
Access
Core support with observer access.
When to step up
Choose Red Ledger when quarterly planning conversations, full hot-seat participation, and a deeper member network fit the decisions in front of you.
Decision Room / Red Ledger
Room
Decision Room
Built for
For established business owners with traction who are navigating more consequential operating or real-estate decisions.
Your rhythm
Monthly strategy calls plus four quarterly tax-planning conversations each year, with full participation in the portal, community, and hot-seat replay library.
In the record
Includes one business and personal tax return, priority access, and member rates for eligible events.
Access
Full Society access with a proactive planning cadence.
When to step up
Move to Black Ledger when multiple entities, asset-protection questions, or legacy-level decisions call for executive peer access and deeper financial review.
Council / Black Ledger
Room
Council
Built for
Multi-entity and legacy-minded owners who want a more private strategic rhythm, deeper financial conversations, and an executive peer room.
Your rhythm
Executive-level strategy calls, four quarterly tax-planning conversations, four quarterly financial deep dives, and one private annual strategic intensive.
In the record
Includes one business and personal tax return, high-level briefings, full hot-seat access, and VIP or complimentary access to eligible events where applicable.
Access
Executive Society access and the Empire Circle peer room.
When to step up
This is the deepest membership level for owners whose operating structure and long-term decisions require a more involved strategic cadence.