This LLC compliance training is provided for educational purposes only and is not intended to constitute legal, tax, or financial advice. The information presented is general in nature and may not apply to your specific circumstances. Apogee affiliates and campus owners should consult with qualified legal, tax, or financial professionals for advice tailored to their individual situations. Apogee makes no representations or warranties regarding the accuracy or completeness of the information provided and assumes no liability for any actions taken based on this training.
Whether you're DIY-ing your business backend or want expert support, this system gives you the tools, templates, and automations to take control of your LLC finances — from formation to tax season.
Learn whether Wyoming, Texas, or your home state is the best place to form your LLC — based on privacy, asset protection, and long-term goals.
Includes:
Easy-to-follow video explanation
AI Prompt you can personalize
Comparison guidance (not generic tax advice)
Built for business owners who want to feel organized, audit-ready, and finally in control — without monthly CPA fees or backend chaos.
Prebuilt Google Drive System — know exactly where everything goes
Monthly Compliance Checklist — never miss a deadline again
AI Prompt Library — automate summaries, meeting minutes, resolutions, contracts, and SOPs
Tax Prep Templates — get audit-ready before tax season hits
Payroll & Hiring Guides — W-9s, contractor logs, first-time pay
Audit-Proof Storage Flow — receipts, logs, minutes, and more
Custom Setup Call — we build your folder system with you
4 Private CFO Coaching Sessions — plan, review, and adjust quarterly
Signed Meeting Minutes — ready for audit or state review
Unlimited Text Support (90 days) — ask us anything, anytime
Strategic Financial Flow Call — after set up, get clarity on paying yourself, planning taxes, and where to put your profits
Quarterly Compliance Check-Ins + Monthly Reminders - automated email/text nudges for bookkeeping and documentation tasks
Do I need to already have an LLC?
Nope! If you haven’t filed yet, we’ll guide you through the process inside the system.
Is this only for single-member LLCs?
It’s built for single-member LLCs, but the structure applies to partnerships and S Corps too — especially if you’re still DIYing your backend.
What’s the difference between DIY and Done-With-You?
DIY gives you the full system to implement on your own. Done-With-You includes private calls, system setup, and personalized support.
Can I use this if I already have QuickBooks or Wave?
Yes — we’ll show you how to sync your bookkeeping tools with the rest of your business records for a seamless workflow.
Does this replace a bookkeeper or accountant?
For many small business owners, yes. This system helps you organize, track, and file — without paying monthly for cleanup.
Is this legal or tax advice?
No — it’s a strategy and documentation system. We don’t give tax or legal advice, but we help you know what to ask and where to store it.
How long do I get access?
You get lifetime access to the system.
Done-With-You support lasts 12 months, with an option to renew if you want ongoing accountability.
When does it launch?
We open doors in September 2025 — and you’ll be the first to know.