Stop Reporting the Past. Start Advising the Future. (Introducing the CFO / Advisory Bundle)

The report tells a client what happened. A CFO tells them what to do. That one sentence is the whole gap between a compliance vendor and a trusted advisor, and it's the most valuable leap you can make in this profession.

The trouble is that the advisory work is also the hardest to stand up. It means client-ready reporting, real forecasting, tax strategy, a board-quality review meeting, and numbers clean enough underneath to trust any of it. That's a lot to build from scratch.

So I built it for you. Today I'm launching the CFO / Advisory Bundle: 20 agents that turn your numbers into advice.

Here's the stack.

Client deliverables that get read: a Daily Client Briefing, a Weekly Client Report Agent, a Simple KPI Scorecard, the Light CFO Dashboard, and a Monthly Financial Package Narrative.

Planning, forecasting and analysis: a Budget & Annual Operating Plan Builder, a Budget vs Actual Variance Narrator, a Forecast & Scenario Modeler, a Cash Flow Forecaster, a Client & Service Profitability Analyzer, and a Startup Cost & Cash Runway Calculator.

Tax advisory: Tax Planning & Year-End Strategy (and a C-Corp version), plus an S-Corp Reasonable Comp Calculator.

The review meeting: a Board & Owner Financial Review Deck, so you walk in prepared and walk out the advisor.

Clean numbers underneath: a Month-End Close Agent, Chart of Accounts Cleanup, and a Payroll Variance Analyzer, because advice is only as good as the books beneath it.

Plus two advisory tools: an AI ROI Calculator and a Pricing & Profit Margin Calculator.

Twenty agents. One-time price of $249, with lifetime access and every update we ship.

There are two ways to get it. Buy it outright for $249 and it's yours forever. Or join the membership and choose the CFO / Advisory Bundle as your included Pro Bundle, then we go further: we tailor those agents to exactly how your firm runs, build you a brand-new custom agent every month, and meet to point it all at your highest-value work. The bundle gives you the stack. The membership makes it yours.

Get the bundle: https://aiaccounting.legacysbc.com/pro-bundles See the membership: https://aiaccounting.legacysbc.com/pro-membership#tiers

If you've been waiting for the moment to move from doing the books to advising the business, this is it.

Friday, Live: Building a Plan to Your First 100 Customers

    

Getting to your first 100 customers is not one tactic. It is four different playbooks for four different phases, and most businesses stall because they run the wrong one for where they actually are. They pour money into ads when warm conversations would close faster. They build process before they have anything to scale. They burn the runway on the wrong move at the wrong time.

This Friday at noon Central, I am going live with Agent #69, the First 100 Customers Action Plan, and I will build a real plan start to finish in thirty minutes.

Here is what the agent maps, and what I will walk through on the call:

Phase 1, validation. Proving the offer with real customers before you spend on anything that looks like scale.

Phase 2, early adopters. The channels and the sales motion that get you from a handful of customers to a repeatable handful more.

Phase 3, process emerging. Turning what worked into something a team can run, not just the founder.

Phase 4, repeatable scale. Where the playbook finally earns the word "scale," and the metrics that tell you that you are ready for it.

Each phase comes with its own channel mix, sales motion, success signals, and a clear list of what to avoid, plus conversion math and 90-day quick wins. The point is simple: stop running Phase 4 tactics in Phase 1.

It is free, it is thirty minutes, and it is practical. Whether you are growing your own firm or advising clients on theirs, bring a real business in mind and you will leave with a plan you can use on Monday.

Register here and Zoom will send your join link: https://us02web.zoom.us/meeting/register/88BF2OrbRmaow1zWs-zdMw

See you Friday.

Four Free Guides to Put AI to Work in Your Practice

If you run an accounting or bookkeeping practice, you've heard it a hundred times: you should be using AI. The harder question is where to start, and what's actually worth your time. So this week I wrote four free guides to answer exactly that, each one practical, each one something you can use the same day.

Here's what's in the set.

The AI-Powered Accounting Firm. The operating system behind a practice that runs on AI without losing the judgment, the review, or the trust clients pay for. Seven principles, a five-layer stack to build on, and the weekly rhythm that makes it stick.

50 AI Prompts That Replace Busy Season Overtime. Fifty copy-paste prompts built for tax, bookkeeping, audit, and advisory work. Open it, find the one that matches whatever is eating your week, and run it on a real task today.

From Zero to AI-Assisted in 30 Days. A week-by-week starter for the "I know I should be using AI but don't know where to begin" crowd. Four weeks, a few actions each, no technical background needed.

The Bookkeeper's AI Automation Guide. The everyday tasks that quietly eat your week, bank recs, categorisation, document chasing, month-end close, each with the AI workflow that takes it off your plate and a ready-to-use prompt.

You can grab one free: just tell me which, and I'll send it your way.

And if you'd rather not choose, here's the easy path: buy a bundle or a membership and I'll send you all four.

See the bundles: https://aiaccounting.legacysbc.com/pro-bundles See the membership tiers: https://aiaccounting.legacysbc.com/pro-membership#tiers

However you start, start with one. The firms pulling ahead aren't the ones with the most tools. They're the ones who put one to work, saw it pay off, and built from there.

What it actually looks like to work with us

People ask me all the time what it's really like to work with us — whether the AI agents are a product you buy and figure out alone, or something more. The honest answer is the second one. We don't hand you a pile of agents and wish you luck. We look at how your firm already runs and build the system around it. Here are two examples from the last couple of weeks. No names — just the work.

The first is a solo fractional CFO in the cannabis space. He wants to grow his firm, but deliberately doesn't want to hire — his whole thesis is automation instead of headcount. The bottleneck was the same one most firm owners have: bookkeeping was eating the week that should have gone to actual CFO work. So the plan we built puts a monthly-close engine on it — reconciliations, categorization, adjusting entries, and close — to give that time back, with a client-facing dashboard as the premium deliverable his VIP clients pay for. On top of that, a 60-day roadmap to bring in clients. He's building a real firm on a system, not on more bodies.

The second is a five-person tax firm that runs about a thousand returns a season and wants to take on one and a half times the work with the same team. When we looked at where their time actually went, two leaks stood out: chasing clients for missing documents, and chasing clients for approvals on finished returns. So we built three agents around their existing workflow. One chases missing documents on an automatic cadence. One chases sign-off so completed returns don't sit waiting. And one turns an inbound client email into a drafted reply plus an assigned task, in seconds. None of it is a generic template — each one is built around the way their firm already works.

Different firms, different problems, same pattern. And it's the same pattern whether you're a solo bookkeeper, a CPA or an EA, a fractional CFO, or a multi-person firm: find the repetitive work that's quietly stealing your time, put an agent on it, and keep tailoring until it fits how you actually work. That's the whole method.

If you want to see where it would start for you, here's how to begin:

1. Join the community: https://aiaccounting.legacysbc.com/community
2. Claim a free agent and run it on a real task this week, no credit card: https://aiaccounting.legacysbc.com/claim-agent
3. Book time with me to talk through where it fits: https://calendly.com/legacysbcllc/15min

Or skip straight to membership and get the bundle of your choice included — there's so much to gain and nothing to lose: https://aiaccounting.legacysbc.com/pro-membership#tiers

I can't wait to work with you.

Yvonne

Friday, live: building a plan to your first 100 customers

Getting to your first 100 customers isn't one tactic — it's four different playbooks for four different phases, and most businesses stall because they run the wrong one for where they actually are. This Friday at noon Central I'm running Agent #69, the First 100 Customers Action Plan, live: validation, early adopters, process, and repeatable scale — each with its own channel mix, sales motion, conversion math, and the mistakes to skip. Thirty minutes, free, and I'll build a real plan start to finish. Bring a business in mind.

Register for Friday: https://us02web.zoom.us/j/86785103831?pwd=0SAPZBzvlJddZL2fJCSP77uXgBKxyF.1

You Don't Need to Learn AI. You Need Tools That Do the Work.

If you run a small business, you've probably been told a hundred times that you "need to be using AI." And maybe you've tried — opened a chatbot, watched a tutorial, signed up for an app that promised to change everything, and then quietly closed the tab because you had an actual business to run.

Here's the part nobody says out loud: learning AI is itself a job. Figuring out which tool, what prompt, how to wire it into the way you already work — that's hours you don't have. For a solo owner or a small team, the cost of becoming an AI expert is usually higher than the problem you were trying to solve.

So I built something different.

It's a small, practical membership for small and solo business owners. Not a course. Not a library of videos you'll never finish. A membership where the tools get built for you, around the work that still has to happen inside your business — the reporting, the operations, the follow-ups, the owner decisions that quietly pile up.

Here's how it works.

When you join, you choose one ready-to-use AI tool right away. That's your sign-up bonus, so you have something useful in hand on day one instead of a homework list.

Every month after that, you get one new custom AI tool, built around a task you actually need done. Not a generic template — a tool pointed at your real workflow. And every month you get a 15-minute call with me to pick the right workflow, explain your context, or tune the tool you already received.

That's the whole idea. Small, specific, and built around your business instead of asking your business to bend around the technology.

The founding rate is $29/month, and it's open to the first 20 members. After those seats close, the rate moves to $49/month — but if you join as a founding member, your price stays with you.

You don't need to become the AI person on top of everything else you do. You need tools that quietly do the work. That's what this is.

Founding seats are limited to 20. If you've been meaning to get AI actually working in your business, this is the easy way in.

Claim your founding seat: https://aiaccounting.legacysbc.com/legacy-membership

Today Only: Buy a Bundle, Get a Month of Membership Free (and a New Weekly Q&A Forum is Coming)

Today only, when you buy any bundle, we will give you your first month of Pro Membership free.

Here is the thinking behind it. The bundles are the base. They hand you a set of agents ready to work. The membership is the tailor. It is where we take those agents and shape them to how your firm actually runs, with custom builds and live sessions every month. Pairing the two is the fastest way to go from "I have some AI tools" to "AI is doing real work in my practice."

And there is something new to share. Beginning mid-June, every membership will also include a weekly live Q&A forum with the AIA team. Once a week, you will have a standing place to bring your questions, your workflows, and the spots where you are stuck, and get answers directly from the people who build these agents. No more guessing on your own.

So for today only, you can get a bundle and your first month inside the membership, the new weekly forum included, at no extra cost. Your first month of Pro Membership, a $59 value, is free with any bundle purchased today.

This offer ends tonight.

Shop bundles: https://aiaccounting.legacysbc.com/pro-bundles

Yvonne, AI for Accounting