How a Chance to Learn From Steve Cunningham Doubled My Firm in 11 Months

 

I want to tell you a story about a decision that changed my business, my team, and honestly, my life. It is the story of how Legacy SBC became what it is today, and it starts with a person I was lucky enough to cross paths with years ago.

Where it began

I first met Steve Cunningham when he was building Readitfor.me. I was fortunate to work with him and his team back then, and even in those early days something stood out about the way he operated. He was always a step ahead. He saw where things were going before the rest of us did, and he had this rare willingness to teach what he knew instead of guarding it.

A few years later, I got the opportunity to work within their organization. Looking back, I can say without hesitation that it was possibly the best education I have ever received. Not from a classroom. From proximity. From watching how Steve thinks, how he stays ahead of the curve, and how generously he shares what he learns.

The shift in how I saw it

At some point I made a quiet but important decision. I decided I was not just going to work with Steve. I was going to learn from him.

That mindset changed everything. Instead of treating the work as tasks to complete, I treated it as a masterclass. His knowledge and his approach earned my respect, and that respect turned into hunger. I wanted to understand AI deeply enough to build with it myself, not just use what someone handed me.

So I did. I started building my own AI agent to test and prove inside my own firm, Legacy SBC. I did not want a shortcut. I wanted to build my own agents, understand them from the inside out, and know exactly how they worked and where they could take us.

What happened next

Here is the bottom line, and it still amazes me to write it.

In 11 months, Legacy SBC doubled our clients. We more than doubled our revenue. And we did it with the same staff.

Not by working ourselves into the ground. The opposite. Today my team and I work less, make more, and live on the edge of education, always learning, always improving. If you know anything about Legacy SBC, you know that educating our clients is part of who we are. Building this way let us do that better than ever, because we were living the very thing we teach.

And the change was not just professional. It was deeply personal. Today I live on the road with my husband, running my business from an RV while we see the country. I finally have real work life balance, something I am not sure I ever truly had before. I never would have found the courage to live this lifestyle without my connection to Steve and his team. The freedom I have now is the direct result of the education and the tools I built along the way.

The door it opened

Doing all of this inside Legacy SBC gave me something I never expected: the time and the knowledge to build AI for Accounting LLC.

A few things became clear once I stepped back:

• I would never have had the time to build something new before. AI gave me that time back.
• Now I have another piece of the puzzle to serve our clients, a whole business dedicated to bringing AI to accounting professionals.
• And none of it stops. My team and I are in a constant loop of improvement, getting sharper every month.

That is the compounding effect nobody tells you about. When you commit to learning, the returns do not add up. They multiply.

Why I am sharing this

Let me be clear about something. I am not sharing this because I know Steve. I am sharing it because I believe in him and in what he can offer all of us. I have seen firsthand what his knowledge makes possible, and I would not put my name behind it if I did not believe it could do the same for you.

I am telling you this because the same door that opened for me is open for you. I am not special. I was simply willing to learn from someone who was ahead, and to put in the work to build rather than just borrow.

That is exactly why we do what we do at AI for Accounting. We teach, we build tools, and we bring people along so they do not have to figure it out alone.

I encourage you to come to these free sessions. This is not just about accounting or about AI. These are skills that any business owner, or anyone who wants to become a business owner, should have. This is where the future is going, and the only real question is whether you are coming with us.

If you want to see the person who started me on this path, Steve is hosting our free live AI workshop this Friday, July 10 at 3:00 PM CST. He will show you, live, what AI can actually do for your work and your revenue. I will be right there too, for anyone ready to put it to work in their accounting, bookkeeping, or tax practice, or their own business. It is free, and registering also gets you the replay.

Save your free seat here

Eleven months ago I decided to learn. I would love to help you make the same decision. This is where the future is going. Are you coming with us?

More opportunities. More freedom. More legacy. Yvonne Legacy SBC × AI for Accounting

Two Professionals, One Friday: Which One Will You Be?

Let me tell you about two people. They are not real, but you know them both.

They do the same work you do. Maybe that is accounting, bookkeeping, or tax. Maybe you run your own business. Either way, they are equally smart, equally hardworking, and equally busy. They both heard about a free live AI workshop happening this Friday. And here is where their stories split.

The first professional

The first one meant to sign up. Truly. They saw the invite, thought "that sounds useful," and told themselves they would register later when things calmed down. But Friday is always busy. There is always a client, a deadline, a fire to put out. So Friday came and went, and they kept doing the work the way they always have.

Nothing bad happened. That is the thing about this kind of choice. There is no alarm, no consequence you can point to. They just stayed exactly where they were while the ground kept moving underneath them. A little more behind each month. A little less sure of how to answer clients who ask what they are doing with AI.

The second professional

The second one clicked register.

That was the whole difference. One click, ninety minutes, and a willingness to see what is possible. On Friday they watched Steve Cunningham show, live, exactly what AI can do inside real accounting and bookkeeping work. Not theory. Not hype. A live demonstration of the tools and the results.

They walked away with a few concrete ideas they could use immediately. They started reclaiming hours the very next week. And more than the time savings, they got something harder to measure: confidence. The next time a client asked about AI, they had an answer. They had a direction. They had momentum.

The only difference was showing up

Same work. Same intelligence. Same twenty four hours in the day. The only thing that separated these two was whether they decided to be in the room.

That is genuinely how these shifts play out. Not in one dramatic moment, but in a hundred small choices about whether to lean in or wait. The professionals who will lead our field over the next few years are not the ones with the most talent. They are the ones who chose to learn a little earlier than everyone else.

Friday is that choice

This Friday, July 10 at 3:00 PM CST, we are hosting our free live AI workshop with AI guru Steve Cunningham. He will show you, live, what AI can actually do for your work and your revenue. Yvonne Razo, with 35+ years in accounting, will be there for anyone ready to put it to work in their accounting, bookkeeping, or tax practice, or in their own business.

Here is what showing up gets you:

• A live demo of actual AI
• Practical ideas you can use the very next day
• A clear sense of where our profession is heading, and how to lead in it
• The replay, so even if Friday gets busy, you will not lose the value

It is completely free. The only thing it costs is the decision to register.

Save your free seat here

Both professionals are still out there. Tomorrow, one of them will be in the room.

Be that one.

More opportunities. More freedom. More legacy. Yvonne Legacy SBC × AI for Accounting

Our Profession Is Changing. Here's How to Change With It (and Build Something Lasting).

Let's be honest with each other for a minute. If you work in accounting, bookkeeping, or tax, you've felt it: the ground is shifting. AI is showing up in the tools we use, the questions clients ask, and the way work gets done. For some, that's unsettling. For others, it's the biggest opportunity our profession has seen in a generation.

We believe it's the second one. And we want to help you see it that way too.

This isn't the first time our work has evolved

Think about it. We moved from paper ledgers to spreadsheets. From spreadsheets to cloud software. From shoeboxes of receipts to bank feeds and apps. Every one of those shifts felt big at the time, and every one of them made the professionals who embraced it more valuable, not less.

AI is the next step in that same story. It's not here to replace the judgment, the relationships, and the trust that make you good at what you do. It's here to take the repetitive weight off your plate so you can do more of the work that actually matters.

What adapting actually looks like

Adapting doesn't mean becoming a technologist overnight. It means learning enough to put a few tools to work, and letting them compound. In practice, that looks like:

Using AI to handle the repetitive middle of your workflow, so you reclaim hours every week. Turning those reclaimed hours into more clients, or into higher-value advisory work you never had time for. Offering clients clearer, faster insight, which deepens trust and keeps them longer. Each of these is a step, and each one adds to your revenue.

You don't have to do all of it at once. You just have to start.

And then there's a door most people haven't noticed yet

Here's the part that excites us most. Once you understand how to use AI in your own practice, you're holding a skill that thousands of other business owners desperately want and don't have.

That means a whole new revenue source: becoming the person who helps others adopt AI. An advisor. A consultant. A guide. You already understand the numbers and the business, so adding AI fluency makes you exactly the kind of trusted expert people will pay for. We've watched professionals turn this into a genuine new income stream, and it's still early.

That's a big reason we do what we do. We teach AI, and we build ready-made bundles and tools, so you don't have to figure it all out alone. Some of you will use them to grow your own practice. Some of you will use them to grow your revenue. And some of you will use them to build something entirely new.

This is how you build a legacy

A legacy isn't built by standing still. It's built by the people who see where things are going, adapt early, and bring others along with them. That's the opportunity in front of every one of us right now: to learn, to grow, and to lead in a profession that's being reshaped in real time.

We'd rather you be one of the people leading it than one watching it happen.

Start this Friday

If any of this resonates, come see it for yourself. This Friday, July 10 at 3:00 PM CST, we're hosting a free live AI workshop with AI guru Steve Cunningham. He'll show you, live, exactly what AI can do for your work and your revenue, and Yvonne Razo, with 35+ years in accounting, will be there for anyone ready to implement it in their accounting, bookkeeping, or tax work.

It's free. Register and you'll also get the replay if you can't make it live.

Save your free seat here

Let's educate, adapt, and build our legacy, together.

More opportunities. More freedom. More legacy. Yvonne Legacy SBC × AI for Accounting

5 Ways AI Is Already Growing Revenue (and How to Start Using It This Week)

Most conversations about AI focus on saving time. That matters. But the bigger story, the one that actually changes your business, is revenue. The professionals and owners pulling ahead right now are using AI not just to work faster, but to earn more. Here is how they are doing it, in plain terms, with steps you can start on this week.

1. Turn reclaimed hours into billable work

Every hour spent on manual data entry, categorizing transactions, or chasing down statements is an hour you cannot bill or sell. AI now handles a large share of that work in minutes instead of hours. The revenue move is simple: take the time you get back and put it toward more clients, higher-value work, or the selling you never had time for. If AI saves you even five hours a week, that is five hours you can now turn into income.

Start this week: pick your single most repetitive task and find the AI tool that automates it.

2. Add advisory services you can charge more for

Compliance and clean books are expected. Insight is what clients pay a premium for. AI makes it realistic to offer forward-looking services, cash flow forecasting, spending analysis, scenario planning, that used to require a full finance team. You are not just recording the past anymore, you are helping clients make better decisions about the future, and that commands higher fees.

Start this week: choose one client and use AI to build a simple forward-looking report you can offer as a paid add-on.

3. Increase throughput without increasing headcount

More clients usually means more staff, more cost, and more risk. AI breaks that link. By speeding up the repetitive middle of your workflow, you can serve more clients with the same team. Higher throughput at the same cost is, by definition, higher margin and higher revenue.

Start this week: map one workflow end to end and mark the steps AI could compress.

4. Protect the revenue you already have

Errors, rework, and missed deadlines quietly cost money, in refunds, lost clients, and damaged trust. AI acts as a second set of eyes, catching inconsistencies and flagging issues before they become expensive. Protecting existing revenue is just as valuable as chasing new revenue, and far cheaper.

Start this week: run a recent deliverable through an AI review to see what it catches.

5. Keep clients longer and sell them more

Clients stay when they feel understood and well served. AI helps you communicate faster, personalize reporting, and respond to questions in real time, which strengthens relationships and opens the door to upsells. Retention and expansion are the most profitable growth there is, because you already have the client.

Start this week: use AI to draft a clear, plain-language summary of a client's numbers and send it proactively.

The catch: knowing what to actually do

Reading about this is one thing. Seeing exactly how it works, and knowing which tools and steps to start with, is another. That gap is precisely what this Friday's free workshop is built to close.

This Friday, July 10 at 3:00 PM CST, AI guru Steve Cunningham will show you, live and in real time, exactly what AI can do for your work and your revenue. This is a demonstration, not a lecture. And Yvonne Razo, with 35+ years of experience, will be there for anyone wanting to implement it in their accounting, bookkeeping, or tax work.

It is completely free, but it is live, and seats are limited to who registers in time.

Reserve your free seat now

One hour of your time, to change how you do business and grow your revenue. Do not miss it.

More opportunities. More freedom. More legacy. Let's build it together. Legacy SBC × AI for Accounting

Do Not Miss This: A FREE AI Workshop That Could Change How You Work — This Friday, July 10

 

Legacy SBC × AI for Accounting | Friday, July 10 · 3:00 PM CST · Live on Zoom · 100% Free

👉 Reserve your free seat now

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Every once in a while, an opportunity comes along that's genuinely worth stopping for. This is one of them.

One hour of your time — to change how you do business and improve your revenue. That's the trade. And it costs nothing.

This Friday, July 10 at 3:00 PM CST, Legacy SBC and AI for Accounting are hosting a completely free live AI workshop with AI Guru Steve Cunningham — and this isn't a lecture or a room full of buzzwords. It's a live demonstration. Steve will show you, on screen and in real time, exactly what AI can do for your work and your income. And Yvonne Razo, with 35+ years in the field, will be right there for anyone looking to actually implement AI in their accounting, bookkeeping, or tax work.

It costs nothing to attend. It could change how you work for years. And once it's over, it's over — this is live, and the seats are first-come.

Here's why you truly shouldn't miss it, no matter where you're starting from.

If you're an individual looking to grow

Maybe you're an accountant, a bookkeeper, a tax pro, or simply someone who wants to earn more and stay relevant. The hard truth is that AI is already reshaping every one of these fields — and the people who learn to use it are pulling ahead of the people who don't.

This workshop hands you that head start for free. You'll see the exact tools professionals are using right now to cut hours of manual work down to minutes, take on more clients without burning out, and offer new, higher-value services. You don't need to be technical. You don't need to have "figured out AI" already. You just need to show up and watch what's possible — and leave knowing the first concrete steps to put it to work in your own career. In a job market that increasingly rewards AI skills, ninety minutes on Friday could be the most valuable thing you do all month.

If you run or work inside a company

For established businesses, AI isn't about hype — it's about margin. Every hour your team spends on repetitive back-office work, data entry, reconciliations, reporting, and chasing information is an hour you're paying for that AI can now do faster and more accurately.

In this session you'll see, concretely, where AI fits into a real business: how it speeds up the financial and administrative work that slows teams down, how it improves accuracy and reduces costly errors, and how it frees your people to focus on the work that actually grows the company. You'll walk away able to spot the specific processes in your own operation that are ripe for AI — the ones quietly draining time and money right now. For a decision-maker, that clarity alone is worth far more than the price of admission (which, again, is nothing).

If you're a new or aspiring business owner

Starting a business has never been more competitive — or, thanks to AI, more possible to do lean. When you're building something new, you don't have a big team or a big budget. AI can be that team.

This workshop will show you how to use AI to punch above your weight from day one: handling the numbers, the admin, the content, and the busywork that would otherwise eat the time you need for actually building and growing. You'll see how founders are launching and scaling with tools that didn't exist a couple of years ago, and how to avoid drowning in complexity while you do it. If you're preparing to start — or you've just started and you're wearing every hat — this is the shortcut you didn't know you had. And it's free.

Why "free" doesn't mean "skip it"

Free things are easy to scroll past. Don't make that mistake here. The value in this room — a live demonstration from a genuine AI expert, plus 35+ years of accounting experience on hand to ground it in reality — is the kind of thing people pay real money for. Legacy SBC and AI for Accounting are opening it up at no cost because the whole point is to help more people actually use AI to save time, create opportunities, and get results.

But it is live, it is this Friday, and the seats are limited to who registers in time.

Here's exactly what to do

1. Register now (it takes 30 seconds): https://us02web.zoom.us/meeting/register/PiOZ2cG2Q8WgdrV93CtC5A
2. Block Friday, July 10 at 3:00 PM CST on your calendar.
3. Show up ready to see what AI can actually do for you.

That's it. No cost, no catch — just one of the best hours you can invest in yourself, your business, or the business you're about to build.

👉 Yes, save my free seat

More opportunities. More freedom. More legacy. Let's build it together. Legacy SBC × AI for Accounting

 

A Huge FREE Opportunity to Put AI to Work in You and/or Your Business

Legacy SBC × AI for Accounting

Join a live workshop with AI Guru Steve Cunningham and learn how to use AI to save time, create new opportunities, and grow your results — without adding complexity.

Date	Friday, July 10
Time	3:00 PM CST
Cost	100% Free
Where	Live on Zoom

👉 Register Free Now

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There's a major announcement worth clearing your calendar for. Legacy SBC, in partnership with AI for Accounting, is hosting a completely FREE live AI Workshop designed to help professionals and organizations use AI to achieve real, measurable business growth.

This isn't a lecture or a Q&A. It's a live demonstration — Steve will show you, on screen and in real time, exactly what AI can do for you and your business: saving time, working more efficiently, and opening new revenue opportunities starting now.

Who this is for

• Anyone looking to increase their revenue
• Business owners looking to scale more efficiently
• Companies wanting to improve productivity and profitability
• Accounting professionals ready to stay ahead of industry changes
• Individuals looking to develop valuable AI skills
• Entrepreneurs preparing to start or grow a business

What you'll see

Steve will walk through real AI tools and workflows live, showing you what's actually possible today. Our goal is simple: help more people use AI to save time, create new opportunities, and increase results without adding unnecessary complexity. You'll leave seeing exactly where AI fits in your work and how to start putting it to use right away.

Your host: AI Guru Steve Cunningham

Steve Cunningham is a leading voice in applied AI, known for making powerful tools practical and accessible for business owners and professionals. He'll walk through real, usable strategies you can act on immediately.

Connect with Steve on LinkedIn →

Real accounting expertise in the room

You won't just see AI in action — you'll see it through the lens of decades of real-world accounting experience. Yvonne Razo, with 35+ years in the field, will be alongside Steve to show how these AI tools apply directly to accounting, bookkeeping, and tax work.

Connect with Yvonne on LinkedIn →

Seats are free — but you must register

Reserve your spot for the live workshop on Friday, July 10 at 3:00 PM CST.

👉 Register Free Now

This opportunity is completely free, and we believe it has real potential to create results for professionals, business owners, and organizations that are ready to take action. Register today and we'll see you on July 10.

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More opportunities. More freedom. More legacy. Let's build it together. Legacy SBC × AI for Accounting

Nonprofits Keep Score Differently. Now Your Agents Do Too.

A for-profit business answers one question at year end: did we make money? A nonprofit has to answer three. Did we honor every donor restriction? Did each program stay on budget? And can we prove all of it on the Form 990? That is a different sport, with a different scoreboard, and most tools were never built to keep it.

That is the gap we just closed. Today we are releasing the Nonprofit Accounting Bundle, a complete fund-accounting, grant, donor, and 990-readiness system for firms that serve 501(c) organizations. There is a full walkthrough here:

Watch the demo: https://youtu.be/pXYlphpKlsU

Why nonprofits need their own agents

For-profit books are a solved problem, and our library already does them beautifully. But fund accounting, functional expenses, restricted grants, donor acknowledgments, and the 990 do not behave like ordinary books. Money comes in with strings attached. A grant can only be spent on the thing it was given for. Expenses have to be split across programs, management, and fundraising. And every restriction you honored during the year has to be provable when the return is due.

If a firm tries to run a nonprofit on for-profit tooling, the restrictions get lost, the functional split gets guessed, and 990 season becomes a scramble. This bundle is built so that does not happen.

One system, four stages

The bundle covers a nonprofit's books end to end: set up, operate, report, comply. Set up the fund structure, operate the grants and donors month to month, report to the board, and arrive at 990 season already organized. Sixteen agents work together across those stages: ten fund-aware core agents you may already know (bookkeeping setup, chart of accounts, reconciliation, month-end close, adjusting entries including release-from-restriction, cash flow, budget-vs-actual, catch-up cleanup), plus six built specifically for the nonprofit world.

The six nonprofit-specific agents

1. Net Asset & Fund Accounting Setup (#103). The flagship. Sets up the with-donor-restriction and without-donor-restriction classes per ASC 958, the fund structure in the chart of accounts, and a release-from-restriction method so restricted money is recognized correctly as it is spent.
2. Statement of Functional Expenses Builder (#104). Allocates expenses across program, management and general, and fundraising, the way the 990 and the financials require.
3. Grant Tracker & Compliance (#105). Tracks each grant's restrictions, spend-down, and reporting deadlines so nothing is spent out of bounds or reported late.
4. Form 990 Readiness & PBC Builder (#106). Assembles what the 990 needs and the prepared-by-client list, so filing season starts organized instead of frantic.
5. Donor Contribution & Acknowledgment (#107). Produces compliant contribution records and acknowledgment letters, including the language the IRS expects.
6. Board Financial Reporting Package (#108). Turns the numbers into a board-ready package the directors can actually read.

The human still keeps the judgment

Here is the part that matters, and it is the same principle behind everything we build. These agents do the heavy, repeatable work: the structure, the allocations, the tracking, the assembly. But the judgment calls stay with you. Whether a release from restriction is truly earned, how a shared cost gets allocated, which position to take on the 990. AI does the volume so your team can spend its attention on the calls that actually require a professional. The review step is baked in, because in nonprofit work a confident wrong answer is a compliance problem, not just an error.

Get the bundle

• Watch the full demo first: https://youtu.be/pXYlphpKlsU
• Get the Nonprofit Accounting Bundle ($249, lifetime access): https://aiaccounting.legacysbc.com/pro-bundles
• Not ready for the whole set? Claim one agent free and try it on real books: https://aiaccounting.legacysbc.com/claim-agent
• Compare notes with firms already doing this in our free community: https://aiaccounting.legacysbc.com/community

Nonprofits keep score differently. Now your agents do too, and your firm can serve them without dreading fund accounting or the 990.

Yvonne