How do I set up an LLC?

As accountants, we are prohibited from providing any kind of legal service. We refer all of our clients to our preferred self-service legal provider: Incfile.

Incfile is great because they can quickly help you register your business in any of the 50 states.

You can also have Incfile file your S-election with the Internal Revenue Service!

If you need more sophisticated legal advice like setting up an operating agreement, we recommend that you seek out a local attorney to assist you.

Click the link below to set up your company with Incfile today.


How do I set up payroll for my S-corp?

Gusto is our preferred payroll provider and the platform we use to service all of our CFO clients. They'll help you:

  • set up and automate payroll
  • onboard new employees
  • file and remit payroll taxes
  • add and manage health benefits

We set up payroll for owner-operators of S-corporations as part of our flagship Profit Accelerator.

If you want to set up payroll yourself, click on the link below to create a Gusto account and get a free $100 gift card when you run your first payroll:


How do I build a site/funnel?

Most of our clients use Wordpress, the most popular CMS in the world, for managing their sites and blog. Sometimes Wordpress is overkill if you want to quickly create a marketing funnel to an event or lead magnet.

Leadpages is a lightning fast website and landing page builder with drag-and-drop functionality. We use Leadpages to host our website and create our marketing funnels.

It's great because you can create a 1-2-3 funnel less than 30 minutes. The Pro version lets you create two websites and unlimited landing pages including the checkout feature.

Click the link below to try out Leadpages.