July Was Momentum. August Brings Even More.

A new industry bundle every week, two more free live workshops, and a growing community putting AI to work in accounting.

Today's release: Marketing Bundle  |  Free workshops in August: Aug 14 & Aug 28  |  Cost to join: Free

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July, in one word: momentum

We set out to prove a simple idea, that you never have to turn a client away just because they come from an industry you have not served before. In July, we backed it up by shipping.

We released a brand-new industry bundle every single week, each one a complete set of AI agents built for how that corner of the profession actually works:

• Nonprofit Accounting — fund accounting, grants, and compliance.
• Law Firm — trust accounting and the way legal books really run.
• Construction — job costing, WIP, and progress billing.
• Forensic Accounting — detect, investigate, quantify, and testify.

Alongside the bundles, we ran free live workshops that filled up fast, drawing bookkeepers, CPAs, tax pros, firm owners, and business owners from more than a dozen countries. Everyone who joined walked away with real AI agents in hand, and our live sessions added a bundle giveaway on top. Our free community kept growing right alongside it.

Today: the Marketing Bundle is live

We are kicking off August the same way we spent July, by shipping. Today we release the Marketing Bundle, built for the growth side of the business.

These are the agents that help you and your clients win more work: content and outreach, lead capture, and the follow-up that so often falls through the cracks. Accounting keeps the business healthy. Marketing keeps it growing. Now you have AI agents for both.

Browse it with the full library here: https://aiaccounting.legacysbc.com/pro-bundles

More bundles landing this month

The weekly cadence does not slow down. This month we are rolling out even more industry bundles, so the next new client is one you are ready for.

• Restaurant Accounting — built for the way restaurants run their numbers.
• Real Estate Accounting — for property, portfolios, and the deals behind them.
• And more — a new industry bundle, week after week.

That is the whole point: you do not have to pick a niche. When a client from a new industry walks through your door, you reach for the bundle built for them.

See an agent at work: the Simple KPI Scorecard

Talking about AI agents is one thing. Watching one run is another. Here is Agent #33, the Simple KPI Scorecard, in action.

Give it three plain-English inputs, what you do, how many clients you serve, and your single biggest concern this quarter, and it builds a six-KPI scorecard you can run today in about fifteen minutes. No software, no spreadsheet gymnastics, no consultant. Just the handful of numbers that tell you how the business is really doing.

And this is just the start: we are releasing a new agent-at-work video every week, so you can watch the library come to life one agent at a time.

Watch Agent #33 at work: https://youtu.be/2I-yFQlzcNo

Two free live workshops in August

Our workshops are working sessions, not lectures. You see real AI agents run on the exact kind of work you do every day, and you leave knowing how to put them to work in your own firm or business. Register and you get a free AI agent, then show up live and you pick two more, three in all. Register for either, or both.

Friday, August 14 — 11:00 AM CST (free, live) Kick off the month with the real workflows you can put to work right away, plus your free agents. Register: https://us02web.zoom.us/meeting/register/-FWjx8abS9qZ0fmssBubvg

Friday, August 28 — 2:00 PM CST (free, live) A second free session later in the month, so there is a seat that fits your schedule. Register: https://us02web.zoom.us/meeting/register/P0pwGPtDSNWY-D0YQyBP4Q

Can't make it live? Register anyway and the replay is yours.

Start free, right now

You do not have to wait for a workshop to begin. Two things you can grab today, both free.

• Join the free community: https://aiaccounting.legacysbc.com/community
• Claim your free AI agent: https://aiaccounting.legacysbc.com/claim-agent

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Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy yvonne@simpleacademy.ai

A new bundle every week. A new agent-at-work video every week. Two free workshops this month. Come build with us.

 

One More Reason to Be There Live Tomorrow

We have always told you the replay is yours if you register. That is still true, and it always will be. But tomorrow, there is a reason to actually be in the room when it happens.

Our free live AI workshop is tomorrow, Thursday, July 30 at 10:00 AM CST. Here is what is new: every person who shows up live is entered into a drawing to win a whole AI agent bundle of their choice.

Not one agent. A full bundle. Yours to pick.

What that means

You already know the deal. Register and you get one free AI agent as a thank-you. Show up live and you choose three more, four in total, all yours to put to work right away. You can see all the agents you get to choose from here: https://aiaccounting.legacysbc.com/agents-only

Now we are adding one more thing on top, only for the people who are actually there live. Showing up live enters you into a drawing, and one attendee will win an entire bundle of their choosing, the Tax Bundle, the Bookkeepers Bundle, the Accounting Firm Bundle, the Client Onboarding Bundle, whichever one fits the work you do. A complete set of agents built for your corner of the profession, free. Being in the room is the entry.

If you want to see every bundle and what is inside each one before tomorrow, you can browse them all here: https://aiaccounting.legacysbc.com/pro-bundles

Why live, and why now

The replay is wonderful for catching what was said. But it cannot enter you in the drawing, it cannot let you ask your question in the moment, and it cannot let you react while Steve runs a workflow on the kind of file you actually work in. Live is where the room is. Live is where it clicks. And now, showing up live is your entry to win a whole bundle.

More than eighty people have already registered, from bookkeepers and CPAs to tax pros and firm owners, across more than a dozen countries. Tomorrow they gather. The only question is whether you are in the room with them.

How to be in the drawing

Two steps, and you are done.

First, register here if you have not already: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Second, show up live tomorrow at 10:00 AM CST. That is it. Being there is the entry. You will already be collecting your four free agents, and now you are in the running for a full bundle on top.

The details

Free live AI workshop, Thursday, July 30 at 10:00 AM CST, with AI guru Steve Cunningham running the real workflows, and me for the part that matters most: how you actually put this to work inside your own firm or business.

Register, be there live, and you are collecting agents and in the drawing for a whole bundle of your choice. I would love to see you in the room.

Register here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy yvonne@simpleacademy.ai

 

Look Who's Already in the Room for Thursday

There is a quiet question underneath a lot of the hesitation we hear about AI. It is not really "does this work." It is "is it just me." Am I the only one still figuring this out. Is everyone else already ahead, or is nobody actually doing it yet and it is all noise.

So let me answer that plainly, with what is happening on our end this week.

More than seventy-five people have already registered for Thursday's free live AI workshop. And when I look at who they are, it is not a niche. It is bookkeepers and CPAs. Enrolled agents and tax preparers. Firm owners and fractional CFOs. People running a solo practice from their kitchen table, and people leading teams inside established firms.

And they are not all down the street from each other. Just this week, the accountants and bookkeepers registering and connecting with us have come from the United States and Canada, the United Kingdom, India, the Philippines, Pakistan, and further still. Different countries, different client bases, different software, all pointed at the same Thursday morning.

What that tells you

It tells you the thing you suspected but could not confirm. This is not coming. It is here. The people who do the exact work you do, in the exact role you hold, are not waiting to see how AI shakes out. They are giving it sixty minutes on a Thursday to find out for themselves.

It also tells you that you are not behind, and you are not early. You are right on time. The room on Thursday is full of people at every stage, the curious and the skeptical and the ones who have already tried a few things and want to go deeper. Nobody there has it all figured out. That is the whole point of showing up.

The worst position is not being new to this. The worst position is being the one person in your market who decided to sit it out while everyone around you learned to work faster.

What you walk away with

We did not want you leaving with only notes, so there is something real in your hands the same day.

Register and you get one free AI agent as a thank-you for signing up. Show up live on Thursday and you choose three more, four in total, all yours to put to work right away. If you want to start planning which three you would pick, you can browse the agents here: https://aiaccounting.legacysbc.com/build-a-bundle

Want to come but the timing is tight? Register anyway. Your registration holds your free agent and gets you the replay, so the session comes to you.

The details

Free live AI workshop, Thursday, July 30 at 10:00 AM CST. You will be learning alongside AI guru Steve Cunningham, who will run the real workflows on the kinds of tasks accountants and business owners handle every day, and I will be there for the part that matters most: how you actually put this to work inside your own firm or business.

You have seen who is going to be in the room. Bookkeepers, CPAs, tax pros, and firm owners from a dozen countries, all giving themselves one hour to stop wondering and start seeing.

Come join them. Your seat, and your first free agent, are waiting.

Register here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy yvonne@simpleacademy.ai

 

Come July 30, Help Us Build August

Most workshops are built in a room you were never in. Someone decides what matters, picks the topics, sets the agenda, and you show up hoping it lands close to your actual work. We want to do the opposite.

On Thursday, July 30 we are hosting our free live AI workshop. It is a working session where you will see real AI agent workflows run on the kinds of tasks accountants and business owners deal with every day. You will see how AI works for you, inside your business, doing the work you actually do. And you will see that it can go further than that. AI can help you run a business, it can even help you build one, and it can become its own stream of revenue for you. That part is already built into the session. But we are also planning two more workshops for August, and we have not locked the topics yet. On purpose. We want the people in the July 30 room to build them with us.

Why we are doing it this way

We could guess what you need. We would probably get some of it right. But the fastest way to teach something worth your time is to hear, in your words, the task you wish would run itself. The report you rebuild every month. The reconciliation that eats a full afternoon. The client email you have written four hundred times. The thing you have been curious whether AI could actually touch, but never had a straight answer on.

That is what August is for. Two sessions, shaped by what the July 30 group asks for. If a workflow comes up again and again, that is a workshop. If a hard question keeps surfacing, we will build a session around answering it properly, live, on a real file.

So July 30 is not just a demo. It is where you get a say in what comes next.

How to get your voice in the room

It takes two steps.

First, register for July 30 here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Second, reply to your confirmation email and tell us the one thing you most want us to teach in August. One sentence is plenty. The task, the question, the workflow you would hand off tomorrow if you could. We read every reply, and the most-requested topics become the August agenda.

That is it. Register, reply, and you have helped build two workshops before the first one even starts.

What you walk away with on the 30th

We did not want you leaving with only notes, so there is something real in your hands the same day.

Register and you get one free AI agent as a thank-you for signing up. Show up live on Thursday and you get three more of your choice, four in total, all yours to put to work right away. If you want to start planning which three you would pick, you can browse the agents here: https://aiaccounting.legacysbc.com/build-a-bundle

Want to attend but the timing is tight? Register anyway. Your registration holds your free agent and gets you the replay, so the session comes to you.

The details

Free live AI workshop, Thursday, July 30 at 10:00 AM CST. You will be learning alongside AI guru Steve Cunningham, who will run the workflows, and I will be there for the part that matters most: how you actually put this to work inside your own firm or business.

Come see what AI agents can really do for you, in your business, toward building one, and as a stream of revenue of their own. Tell us what you want next. And help us build an August worth showing up for.

Register here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy yvonne@simpleacademy.ai

 

The Forensic Accounting Bundle Is Live Today (and Why the July 30 Workshop Is for More Than Accountants)

Legacy Small Business Consulting x AI for Accounting

Today we release our next industry bundle, and it is a big one: the Forensic Accounting Bundle. It is the toolkit for following the money. Below is what is inside, how we keep shipping a new bundle every week, and why our free workshop on July 30 is worth your seat, whether you are an accountant, a business owner, or someone ready to build something new with AI.

Today: the Forensic Accounting Bundle

Fraud has a lifecycle, and so does the work of catching it. Something looks off. You investigate the scheme. You put a defensible number on the loss. And then you produce work that has to survive cross-examination. Generalist accounting stops at "the books balance." Forensic work begins exactly where the anomalies live, and it has to hold up in a deposition.

So we built the bundle to run that full arc: detect, investigate, quantify, report and testify.

Detect. A Fraud Risk and Red-Flag Scanner reads the books and controls for warning signs. A Journal Entry Anomaly Detector flags round numbers, weekend and after-hours postings, unusual approvers, and back-dated entries. A Benford's Law Digit Analyzer surfaces fabricated or manipulated figures. A Related-Party and Conflict Detector exposes hidden relationships and self-dealing.

Investigate. A Fund Flow and Cash Tracing Mapper follows money across accounts and entities. A Fictitious Vendor and Ghost Employee Finder catches shell-vendor and phantom-payroll schemes. An Expense Reimbursement Fraud Analyzer catches duplicate, inflated, and personal claims.

Quantify. A Damages and Lost Profits Calculator models economic loss with defensible assumptions. A Net Worth and Lifestyle Analysis estimates unreported income using the recognized methods.

Report and testify. An Expert Witness Report Drafter produces a clear, defensible narrative structured for court, alongside a chain-of-custody and evidence log so the trail stays intact.

It does the painstaking detection and documentation so you can focus on the judgment and the testimony that only you can give. Browse it with the rest of the bundles here: https://aiaccounting.legacysbc.com/pro-bundles

And a new one every week

Forensic accounting joins nonprofit, law firms, and construction, and there is more coming. Up next is the Marketing Bundle, built for the growth side of the business: the agents that help you and your clients win more work, from content and outreach to lead capture and follow-up. And we ship a new industry bundle every single week after that. That cadence is the whole point of the idea we keep coming back to: you do not have to pick a niche. When a client from a new industry walks through your door, you reach for the bundle built for them instead of turning them away.

This is not just for accountants

Here is what a lot of people miss about our July 30 workshop: it is not only for accountants and bookkeepers. It is for anyone who wants to put AI to work and get ahead of the curve.

If you are an accountant, bookkeeper, or tax pro, you will see exactly how AI takes the repetitive work off your plate so you can serve more clients without adding staff.

If you are a business owner, you will see how the same tools handle the back-office work that slows you down, and how to run your numbers, your cash flow, and your operations with a fraction of the effort.

If you are looking for a new stream of revenue, you will see how people are packaging these AI skills into services their own clients happily pay for.

And if you are ready to build your own business, this is the room where people become Elite AI Operators, turning what they learn into something of their own.

Who is in the room, and what they walk away with

The people who register tend to fall into a few camps, and they all leave with something they can use Monday morning.

The busy bookkeeper who is drowning in cleanups walks out knowing which agent to point at the mess first, and buys back hours in the first week.

The firm owner who cannot hire fast enough sees how to add capacity with AI instead of headcount, and protects the margin while taking on more work.

The corporate professional who senses where things are heading gets ahead of it, and becomes the person on the team who actually knows how to use these tools.

The career-changer or aspiring founder sees a real path to building an AI-powered business, and leaves with a first step instead of a vague ambition.

None of them needed to be technical. That is the point. AI does the typing. You make the judgment calls.

Why register today

The workshop is Thursday, July 30 at 10:00 AM CST with AI guru Steve Cunningham, and I will be there for the how-to-put-it-to-work side. It is completely free. Registering also gets you the full replay, so even if something comes up, you will not miss it. Seats are live, and the value in the room is the kind of thing people usually pay for.

Save your seat here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Prefer to start free right now? Join our community and claim your first AI agent at https://aiaccounting.legacysbc.com/community and https://aiaccounting.legacysbc.com/claim-agent

AI does the typing. You make the judgment calls.

 

What We Are Building at AI for Accounting (and How to Jump In for Free)

Legacy Small Business Consulting x AI for Accounting

There is a lot happening at AI for Accounting right now, and almost all of the best ways in cost you nothing. Whether you are AI-curious or already building it into your firm, here is everything on the table today: where to start for free, the new tools we ship every week, the membership that walks the transformation road with you, and the free workshops we do not want you to miss.

Start for free

You do not need to spend a dollar to see what AI can do for your work. There are two free front doors, and you can walk through either one today.

Join the free AI for Accounting community and connect with accountants, bookkeepers, tax professionals, and firm owners who are all learning to work smarter and grow faster with AI: https://aiaccounting.legacysbc.com/community

Then claim your first AI agent, free. Pick the task that eats the most of your week and let an agent handle it: https://aiaccounting.legacysbc.com/claim-agent

Start with one or do both. No cost, no commitment, just a real look at what this can do for you and your clients.

A new industry bundle every single week

Here is the engine behind everything: we release a new industry bundle every week. Nonprofit, law firms, construction, forensic accounting, and more lined up right behind them. Each bundle is a set of AI agents built for how that industry actually runs, tested on real books inside our own firm before it ever reaches you.

That cadence is the whole point of the idea we keep coming back to: you do not have to pick a niche. When a client from a new industry walks through your door, you reach for the bundle built for them instead of turning them away. Browse the bundles here: https://aiaccounting.legacysbc.com/pro-bundles

Membership walks the transformation road with you

Buying a bundle gives you the agents. Membership is where they become built for you. This is for the professional who does not just want tools, but wants a partner along the AI transformation road.

Each month as a member, I take an agent you already own and tailor it to exactly how your firm runs, your software, your deliverables, your wording. You get one brand-new custom AI tool built around a real task in your practice, plus a live call to point it all at your highest-value work. For many members it is continued education as much as software.

There are three tiers so you can join at the level that fits where you are: $29, $59, and $99 per month. See what is included at each tier here: https://aiaccounting.legacysbc.com/pro-membership#tiers

Most importantly, our free workshops

The single best way to see all of this in action costs nothing. We run free live AI workshops, and the next one is a big one.

Join us Thursday, July 30 at 10:00 AM CST with AI guru Steve Cunningham. He shows exactly what AI can do to save you time in the day-to-day work, and I will be there for the how-to-put-it-to-work side in accounting, bookkeeping, and tax. Whether you want to become an Elite AI Operator, build the business you already have, or add another stream of revenue, this is the room to be in.

It is completely free, and registering also gets you the replay if you cannot make it live. Save your seat here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

See the agents in action

Want to watch before you dive in? We post agent demos and walkthroughs to our YouTube channel, so you can see exactly how these tools work on real accounting tasks: https://www.youtube.com/@YvonneRazo-legacysbc

The bottom line

You can start free today, add tools as you grow, and lean on membership when you want a hand tailoring it all to your firm. And every month, we give away live workshop seats so anyone can learn this, no cost required.

AI does the typing. You make the judgment calls.

 

Coming Friday: The Forensic Accounting Bundle (and Why We Ship a New One Every Week)

Legacy Small Business Consulting × AI for Accounting

This Friday we release our next industry bundle, and it is a big one: the Forensic Accounting Bundle. It is the toolkit for following the money. Below is what is coming, how we are able to ship a new bundle every single week, what our membership actually gives you, and the one move this month I do not want you to miss.

Friday: the Forensic Accounting Bundle

Fraud has a lifecycle, and so does this bundle. Forensic engagements follow a predictable arc. Something looks off. You investigate the scheme. You put a defensible number on the loss. And then you produce work that has to survive cross-examination. Generalist accounting stops at "the books balance." Forensic work begins exactly where the anomalies live, and it has to hold up in a deposition.

So we built the bundle to run that full arc: detect, investigate, quantify, report and testify.

Detect. A Fraud Risk and Red-Flag Scanner reads the books and controls for warning signs. A Journal Entry Anomaly Detector flags round numbers, weekend and after-hours postings, unusual approvers, and back-dated entries. A Benford's Law Digit Analyzer surfaces fabricated or manipulated figures. And a Related-Party and Conflict Detector exposes hidden relationships and self-dealing.

Investigate. A Fund Flow and Cash Tracing Mapper follows money across accounts and entities. A Fictitious Vendor and Ghost Employee Finder catches shell-vendor and phantom-payroll schemes. An Expense Reimbursement Fraud Analyzer catches duplicate, inflated, and personal claims. An Asset Misappropriation Checklist, built on the ACFE fraud tree, makes sure no scheme type is missed. And a Fraud Interview Question Builder gives you structured, non-leading interview scripts.

Quantify. A Damages and Lost Profits Calculator models economic loss with defensible assumptions. A Net Worth and Lifestyle Analysis estimates unreported income using the recognized methods.

Report and testify. An Expert Witness Report Drafter produces a clear, defensible report narrative structured for court, alongside a chain-of-custody and evidence log so the trail stays intact.

Who is it for? CPAs, fraud examiners, and litigation-support and investigation practices, and any firm that wants to add this high-value, high-trust work. It does the painstaking detection and documentation so you can focus on the judgment and the testimony that only you can give.

How we release a new bundle every week

Here is what makes all of this possible: we ship a new industry bundle every week. Nonprofit. Law firms. Construction. Forensic accounting this Friday. And more lined up behind it.

We can do that because we do not start from scratch each time. Every vertical shares a common core of agents, the reconciliations, the close, the document chasing, the sampling, and each new bundle adds the specialized tools that industry actually needs on top. We build it, we test it on real books inside our own firm before it ever reaches you, and then we release it. Week after week.

That cadence is the whole point of the bigger idea we keep coming back to: you do not have to pick a niche. When a client from a new industry walks through your door, you do not turn them away or spend months learning their world. You reach for the bundle built for it.

Our membership: what you actually get

Buying a bundle gives you the agents. Membership is where they become built for you.

Each month as a member, you get three things:

• I take an agent you already own and tailor it to exactly how your firm runs, your software, your deliverables, your workflow, your wording.
• One brand-new custom AI tool, built around a real task in your practice.
• A monthly live build-and-review call with me, pointed at your highest-value workflow.

That last piece is why so many members treat this as continued education rather than software. The live build sessions are hands-on mentorship. If you are a controller aiming for a CFO seat, or a finance professional who refuses to fall behind on AI, you are not just getting tools, you are building the forecasts, variance narratives, and board decks the next level produces, with someone who has done it.

Membership tiers start at a low monthly fee, with the "build with me live" tier at $79 a month. It is the easiest way to start and, for most people, the best place to begin: no big upfront decision, no guessing which bundle to buy first, just steady access to the agents, every new weekly release, and the community and support around them.

See the tiers and what is included: https://aiaccounting.legacysbc.com/pro-membership#tiers

And the biggest move this month: the free workshop

If you do one thing this month, do this. Our free live AI workshop is our biggest move of the month, and it is for everyone.

Do not let the word "accounting" make you think it is not for you. Whether you want to become an Elite AI Operator, you want to build the business you already have, or you are looking to add another stream of revenue, this is the place. It is a broad, practical look at what AI can genuinely do for your work, your business, and your revenue, with AI guru Steve Cunningham, and I will be right there too.

Thursday, July 30 at 10:00 AM CST. It is free, and registering also gets you the replay if you cannot make it live, so reserve your spot even if the time does not work.

Register for the July 30 workshop

Start free, and climb at your own pace

• Free — claim a free AI agent and join our community.
• Membership — the easiest way to start, from $59 a month, with the $79 build-with-me-live tier.
• $249 — any full industry bundle, with the Forensic Accounting Bundle live this Friday.
• $799 — the complete library, or any five agent bundles of your choice.

Claim your free AI agent · Join our free community · See all the bundles · Watch demos and more on YouTube

A new bundle every week. A membership that builds with you. And a workshop that could change how you work. This is where the future is going, and I would love to have you come with us.

More opportunities. More freedom. More legacy. Yvonne Legacy Small Business Consulting × AI for Accounting