What people are saying about AI for Accounting

When we launched the AI for Accounting bundles last Friday, the goal wasn't to write a sales pitch — it was to put working AI agents in the hands of bookkeepers, EAs, CPAs, and firm owners who are tired of the operational lift eating their week.

Six days in, here's what they're actually saying.

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Katie Milton Jordan — bookkeeper, Lab #1 attendee

"Yvonne, great session today! I just purchased the bookkeepers bundle."

Katie showed up to Workflow Lab #1 on Zoom Monday at noon, watched Agent #28 Bank Reconciliation run live, and bought the Bookkeepers Bundle that afternoon. The Live wasn't a pitch — it was a working demo. The purchase was a response to seeing the agent actually do the work.

The takeaway: Live demos of working agents convert. Slide decks about AI don't.

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Janet McNicholas — practicing bookkeeper

"Thanks — I appreciate what you are doing."

Janet bought the Bookkeepers Bundle Monday afternoon, after starting with a free agent claim Thursday evening. The arc from free claim to paid bundle was four days. The launch-week offer (any $249 bundle = all 57 agents) was what made the decision easy: she didn't have to pick the "right" bundle — she just had to decide whether to start.

The takeaway: When you remove the bundle-selection decision, the only question left is "do I want this." That's a much shorter conversation.

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Bryan Wakefield — Forward Focus Advisors

"Yvonne — good deal, I just bought. Thx!"

Bryan was the launch's first bundle buyer. Sunday evening, no Live demo, no Zoom call — just an email, a clear offer, and a one-click purchase. He picked the Client Onboarding bundle because it matched what his practice needed most. Then he got all 57.

The takeaway: Some buyers don't need a demo. They need a clear offer and an unambiguous deal.

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Andrew Tucker — fractional CFO, AETucker Consulting

"Five clients, adding 1-2 more with AI doing operational lift..."

Andrew was the first person to claim a free agent during the launch — Agent #29 Month-End Close. His reply described exactly the practice profile the bundles were built for: a small client roster (five clients now) growing modestly (one to two more) with AI handling the operational layer so each new client doesn't add 20 hours to his week.

The takeaway: AI agents are a leverage layer, not a replacement layer. The practitioners who win with them are the ones already running a real practice — they just want to do more of the work that matters with less time spent on the work that doesn't.

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Jacob Pattee — Dimick Development Bookkeeping

"I want to learn how to use AI agents for different accounting functions."

That was Jacob's answer to the "why are you joining the community" question when he signed up. It might be the cleanest description of what these bundles are for. He didn't ask about marketing. He didn't ask about pricing. He asked about the work.

The takeaway: The market is past "is AI useful for accounting." The question now is "how do I actually use it for the workflows I'm already doing."

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Srideepa S — early community member

"I want to but the financial commitment isn't there yet..."

Not every quote is a purchase quote. Srideepa's honest reply is just as useful as the buyers' — it's a real signal about price sensitivity in the community. It's why the launch-week offer exists: $249 for all 57 agents is the entry point for practitioners who need leverage but can't justify $799 yet. Same complete library, lower friction.

The takeaway: A real launch listens to objections, not just conversions. The $249 unlock-everything offer is a direct response to "the financial commitment isn't there yet."

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What this week looks like

The launch-week offer is still open through Friday at noon CT — Workflow Lab #2 close.

The deal: Buy any $249 themed bundle, get all 57 agents. Not just the 11-21 in that bundle. The entire library.

The demo: Friday's Workflow Lab #2 features Agent #50 Document Collection Chase — the agent that handles the part of bookkeeping nobody likes: chasing clients for the receipts, statements, and documents you need to do their books. If you've ever sent a polite-but-firm follow-up email for the third time and wondered if there's a better way, this is the demo for you.

Lab #2 attendee bonus: Anyone who shows up Friday gets Agent #28 Bank Reconciliation free — the agent I demoed at Lab #1 last Monday.

• Bundles: aiaccounting.legacysbc.com/pro-bundles
• Free agent to start: aiaccounting.legacysbc.com/free-agent
• Lab #2 Zoom (open to anyone): https://us02web.zoom.us/j/88082968981?pwd=e07bmGtWS7bBcXenypANEgTPvYsSqt.1

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What I keep hearing — in plain language

The practices that are converting to bundles this week share one trait: they're not waiting for AI to be ready. They're building it into the workflows they already run.

If that sounds like you, the launch-week math is straightforward. $249 unlocks everything. Friday Lab #2 is the live demo. Agent #28 is the freebie for showing up. The window closes Friday at noon CT.

See you in the Lab.

— Yvonne Legacy SBC · AI for Accounting

Why all 57 agents at $249 this week.

 A launch-week offer, the reasoning behind it, and what closes Monday.

Here's the offer in one sentence:

Between now and the close of Workflow Lab #1 Monday at noon Central, buying any of the five $249 themed AI agent bundles gets you all 57 agents — not just the 11 to 21 in your specific bundle.

That's it. Same $249 price. The full library, effectively, instead of one workflow slice.

After Monday's Lab closes, standard pricing returns: $249 for a themed bundle, $799 for the Complete Library. Same agents, same model. Just no longer the one-week thank-you window.

Why I made this offer

This launch's first conversions this week came from people I've worked with for years — resellers I've known across past projects, accountants who joined the community on day one, fractional CFOs who responded to a single personal email and grabbed an agent the same afternoon. They moved fast, on trust I'd already built with them.

This offer is for them. And it's also for anyone else evaluating whether AI agents actually fit the work they do, who needs a meaningful reason to act this week rather than think about it for another quarter.

I'm not pricing this as a permanent discount. The Complete Library at $799 is the real price for all 57 agents. What this week creates is a window where a single $249 commitment unlocks the same thing — once, for the people who decide to back the launch while it's still a launch.

After Monday, the prices behave normally.

What's actually in the five bundles

Each bundle is built around a workflow category, and every agent in every bundle works the same way: mechanical at scale, human at the decisions that matter.

• Bookkeepers Bundle — 13 agents. Bank reconciliation, month-end close, adjusting journal entries, AP and AR aging, transaction categorization, financial statement generation, chart of accounts cleanup, cash flow analysis.
• Tax Bundle — 11 agents. 50 prompts that replace busy season overtime, Schedule C and 1040 workflow, multi-state apportionment, tax planning scenarios, quarterly estimates, research and citations, 1099 tracking, client tax letters.
• Client Onboarding Bundle — 11 agents. Discovery call script, intake form, proposal generator, engagement letter generator, welcome packet, zero-touch onboarding, document collection chase, 30-60-90 plan.
• Accounting Firm Bundle — 21 agents. Strategic planning, KPI scorecard builder, 90-day AI implementation roadmap, Complete AI Operating Playbook, team capacity planning, client profitability analyzer, pricing strategy, internal process documentation.
• Audit / Review / Quality Bundle — 9 agents. Workpaper QC, sample selection, audit confirmation chase, lead schedule builder, materiality calculator, independence and conflict checks.

Total agents across all five: 65 slots, 57 unique agents (some appear in more than one bundle because they bridge workflows).

Why I'm doing it this way

I am a business owner who believes in teaching, education, and affordable ways for others to grow.

That's the constraint behind every product decision: the agents have to be priced for practicing accountants and firm owners, not for enterprise procurement teams. The Workflow Lab is free. The replay stays accessible. The free agent claim is genuinely free. This week's offer turns "free agent + maybe a bundle" into "the entire library, in your hands, on Monday."

The Complete Library at $799 is a fair price for what's in it. The launch-week $249 access is a thank-you for moving with me when I needed people to move.

What happens Monday

At noon Central Monday, I'm running Workflow Lab #1 on Zoom. Open to anyone — no Facebook group required.

It's a deep, working session on Agent #28 Bank Reconciliation. A real client engagement on screen, the agent doing 90 minutes of manual bookkeeper work in 60 seconds, surfacing the three judgment calls that need a human, generating the journal entries and reconciliation summary.

The Lab is the same model that runs across all 57 agents — different workflow, same architecture. Watching it once on one agent makes the other 56 make sense.

At the close of the Lab, the launch-week offer ends. Standard pricing returns.

Where to go from here

See the bundles → aiaccounting.legacysbc.com/pro-bundles

Workflow Lab #1 · Monday · noon CT (Zoom, open to anyone): https://us02web.zoom.us/j/87233786251?pwd=tukyWlxhzbIhbXItGMeiHlQxjTF8k2.1

Free agent claim (if you'd rather try one first) → aiaccounting.legacysbc.com/claim-agent

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I will personally deliver the additional 36 to 46 agents to every bundle buyer between now and Monday's close. Not automated. Not a tier upgrade in a system. Just me, sending the agents directly. That's the trust signal that matters most to me about how this week ran.

See you Monday.

— Yvonne Steve and Yvonne · AI for Accounting

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P.S. The same agents I used to transform my own firm. They work.

Five accountants. Five questions. One launch happening today. Friday May 15 · Noon Central · Live demo + bundle drop

This week I've been talking with accountants, bookkeepers, fractional CFOs, and firm partners about AI agents. Some are people I've worked with for years. Some I've never met before this week. Most of them found me through one Facebook group or one LinkedIn DM.

The questions they asked me are the reason today's launch exists. Here are five of them, in their own words.

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A fractional CFO scaling his practice asked:

"I'm working with five clients currently and looking to add 1-2 more while using AI to streamline my operations and add more value to the engagements and my clients."

That's the question every solo or near-solo professional eventually arrives at. How do I scale without hiring? AI agents aren't a hiring decision — they're a leverage decision. Today's demo shows the leverage on one workflow. The bundles are the leverage across a whole practice.

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Someone evaluating my work but not yet a buyer wrote back:

"Honestly it sounds interesting, I just probably wouldn't be able to invest in something like that right now."

I get this one a lot. Sometimes the timing isn't right, sometimes the budget isn't there, sometimes the practice isn't built out yet. None of those are wrong reasons. That's why the free agent claim exists — aiaccounting.legacysbc.com/claim-agent — pick one, try it, no follow-up, no funnel. The bundles are for when you're ready. The free path is for any time before that.

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A bookkeeper joining the community this week told me, in his own words:

"I want to learn how to use AI agents for different accounting functions."

That sentence is what today's launch is built for. Not "automate everything." Not "replace your judgment." Just — learn how to use these tools for the work you actually do. The Live demo is one workflow shown end-to-end. The bundles organize 57 agents by the workflow categories accountants actually run: bookkeeping, tax, client onboarding, full-firm operations, audit and quality review.

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A senior technical consultant from another accounting firm sent me a DM that stopped me cold:

"You are leading the way and I am watching."

That's the most generous sentence anyone has said about this work. It's also the kind of comment that reminds me why I'm doing this the way I am: teaching, education, affordable access. Not pressure. Not urgency. Not "buy now or lose out." Just the work, on screen, at a price that makes sense for the practitioners who'd actually use it.

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A multi-partner CPA firm partner asked me directly:

"Which service line eats the most of your week right now?"

I asked it back. He answered honestly. That conversation is still going. The bundles are organized to answer that question — wherever your week is heaviest, there's a bundle for it. Bookkeepers ($249). Tax ($249). Client Onboarding ($249). Accounting Firm ($249). Audit / Review / Quality ($249). Or all 57 agents in the Complete Library ($799).

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Why I'm doing it this way

I'm a business owner who believes in teaching, educating, and affordable ways for others to grow. That's the constraint on every decision in this launch. The agents are priced for practicing accountants and firm owners, not for enterprise procurement teams. The Live demo is free. The replay stays in the community. The free agent claim is genuinely free — no card needed, no follow-up sequence.

If today's Live works the way I think it will, what you'll see is not a sales pitch. It's a real bookkeeping workflow with a real client engagement, processed in 60 seconds, with three judgment calls handed back to the human. Same model, every agent, every bundle.

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Today at noon Central

The Live runs inside the AI for Accounting Facebook group. Free, no signup, no replay outside the room.

Join the group → facebook.com/groups/1024923770013348

Or grab a free agent right now → aiaccounting.legacysbc.com/claim-agent

Bundles drop at the close of the demo → aiaccounting.legacysbc.com/pro-bundles

See you at noon.

— Yvonne

What 90 minutes of bookkeeper work looks like in 60 seconds Friday May 15 · Noon Central · Live demo + bundle drop

Monday morning. A bookkeeper opens her email and finds the client's bank statement for last month — 38 transactions, a few thousand dollars of revenue, a few thousand more of expenses, and somewhere in there, three problems hiding in plain sight.

One transaction is a duplicate vendor charge for $2,740. The vendor billed twice, and unless someone catches it, $2,740 of the client's cash quietly disappears. Another transaction is a rent payment posted on the 20th — for next month's rent. If it goes onto the income statement as this month's rent expense, the books will overstate expenses by $4,500 and the prepaid asset won't exist. The third transaction is an incoming $1,200 PayPal transfer with no source description. It could be a customer refund, an owner contribution, or someone else's money that landed in the wrong account by mistake.

Finding all three manually takes the average bookkeeper somewhere between 60 and 90 minutes. Per client.

Multiply that by 30 clients and you've spent most of your week just reconciling.

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This Friday at noon Central, I'm walking through the same reconciliation workflow with an AI agent doing the work on screen. The agent processes all 38 transactions in about 60 seconds. It categorizes most of them automatically against the chart of accounts. It catches the duplicate and flags it for a vendor refund request. It identifies the prepaid rent and auto-generates the adjusting journal entry. And — this is the part that matters — when it hits the ambiguous PayPal transfer, it doesn't guess. It flags it back to the bookkeeper as "requires owner clarification."

The agent isn't replacing the bookkeeper. It's running the mechanical 80% of the work and surfacing the judgment 20% that needs a human. The bookkeeper spends 15 minutes making the three flagged decisions and signs off. Close-week stops being a fire drill and becomes a structured workflow.

That's the model. Every one of the 57 agents I've built for AI for Accounting works the same way. Mechanical at scale, human at the decisions that matter.

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Friday is also the day five themed AI agent bundles launch:

• Bookkeepers Bundle — 13 agents for close, reconciliation, AJEs, AP/AR, reports — $249
• Tax Bundle — 11 agents for prep, planning, research, 1099s, multi-state — $249
• Client Onboarding Bundle — 11 agents for discovery → engagement → first close — $249
• Accounting Firm Bundle — 21 agents for full-firm operations — $249
• Audit / Review / Quality Bundle — 9 agents for attest engagements — $249
• Complete Library — all 57 agents — $799 (saves $446 vs. buying the five separately)

Each bundle is built on the same model you'll see Friday: mechanical at scale, human at the judgment.

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See it Friday

The Live runs at noon Central inside the AI for Accounting Facebook group. It's free, no signup, and the replay stays in the group. If you've been wondering what AI inside an accounting workflow actually does — versus what LinkedIn claims it does — this is that.

Join the group → facebook.com/groups/1024923770013348

Or grab a free agent right now → aiaccounting.legacysbc.com/claim-agent

The bundles drop inside the group at the close of the demo.

— Yvonne

How We Cut a Monthly Close From 8 Hours to 2 (Without Hiring Anyone)

If you run a bookkeeping or accounting practice, you already know what your Tuesday looks like.

You sit down with a client's books for monthly close. You pull the bank feed. You check for the things the feed got wrong — duplicates, miscategorizations, that one Venmo deposit you have to track back. You reconcile the credit card. You look for transactions that don't fit a known pattern. You scope the trial balance. You prep the partner-ready package. You move to the next client.

For us at Legacy SBC, that workflow was at minimum eight hours per client. Every month. Every client. Sometimes longer.

If you read last week's post on how we rebuilt the whole firm with AI, this is the deep dive on the first of the four pillars — bookkeeping. The numbers and the story behind them.

We were a small firm — partners and a tight team — but the math doesn't work for any firm at that pace. We were spending Tuesdays in QuickBooks instead of with clients. Our team was typing coffee shop charges instead of catching what mattered. Our partners were carrying maybe 60% capacity on the work we were trained for, and losing the rest to data entry.

We didn't buy a tool. That was the wrong move.

The standard answer in this profession is to buy software. Sprinkle a new app on top of the existing process. Hope it sticks.

We tried that. It didn't work.

The reason it didn't is that a tool on top of a broken workflow is still a broken workflow. The categorization step got 15% faster. The data entry step got 20% faster. Nothing got cut. The hours didn't move because the shape of the workflow hadn't changed.

The question we actually asked was different.

For every step of the close, we asked one question: If we were starting this firm today, knowing what AI can do, how would we build this step?

The answer was almost never the way we were doing it.

Three workflows, rebuilt:

Bank reconciliation. The work used to be: pull statement, match each transaction, investigate exceptions, sign off. We now have an agent that does the matching and produces an exception list. The team only touches what the system can't resolve. About 70% of transactions reconcile without a human seeing them. The team's role moved from data clerk to reviewer.

Transaction categorization and anomaly flagging. The agent reads transactions against the client's chart of accounts, applies the categorization logic, and flags anything that doesn't fit a known pattern — a new vendor, an unusually large amount, a transaction that looks like personal use against a business card. The team gets a flagged list at the start of the close, not at the end.

Close prep and reporting. The trial balance review and the partner-ready package — what used to be the last two hours of the close — now generates from the cleaned books automatically. The team reviews and approves; they don't build.

The numbers, six months later:

• Monthly close per client: 8 hours → 2 hours. Same accuracy. Same review standards. The exceptions still get human attention; we just don't have humans doing what the system can do.
• Client load per team member: about 3x what we carried before — without adding headcount, without rushing the work.
• Partner hours reclaimed: 10+ per week per partner, redirected into advisory work and client growth.
• Tax season: for the first time in a long time, zero all-nighters.

What it took to get here.

I want to be honest about the cost.

This wasn't a weekend project. We spent 11 months testing, breaking, and rebuilding. We had wrong answers we had to throw out. We had clients we couldn't move onto the new workflow as quickly as we wanted. We rewrote our own SOPs three times before we had something that held.

The reason I'm telling you this is that most of the "AI for accountants" content out there right now is written by people who have never closed a book. They are selling you tools. We are showing you what changed.

For your firm.

If you run a small bookkeeping or accounting practice and any of this resonates — if you have a Tuesday close day that's eating your week, if you're carrying capacity on data entry that should be on advising, if your team is burnt out heading into next busy season — this is what we built it for.

This Friday at noon Central, I'm walking through the bank reconciliation workflow live inside the AI for Accounting Facebook group. Real client example. The agent doing the work. The deliverable on the other side. Free, no signup wall, no funnel — just come see what this actually looks like.

If you can't make it live, the replay stays in the group.

— Yvonne 36-year accounting operator. Founder & CEO, Legacy SBC. CFO, Simple AI.

We Rebuilt Our Accounting Firm With AI First. Now We're Helping Yours.

If you run a bookkeeping, accounting, or tax practice, you already know the math doesn't work anymore.

Clients want more. Talent costs more. Compliance is heavier every year. And the only lever most firm owners know how to pull is hire more people — assuming you can find them, train them, and keep them.

We were stuck in that same trap at Legacy SBC. So we did something most firms talk about but never actually do: we rebuilt our own firm with AI — end to end — before we said a single word about it to the market.

This post is what we learned. And what it means for yours.

We didn't buy a tool. We rebuilt the workflow.

The mistake most firms make with AI is treating it like software. Plug in a tool, sprinkle it on the existing process, hope something improves.

That's not transformation. That's a subscription.

We took our actual day-to-day — bookkeeping, tax prep, client communication, internal operations — and asked a different question on every single workflow:

If we were starting this firm today, knowing what AI can do, how would we build this step?

The answer was almost never "the way we're doing it now." So we changed it. Then we changed the next one. Then the next. Here's what came out the other side.

The four pillars we rebuilt

1. Bookkeeping that runs itself. AI now handles transaction categorization, reconciliation, and anomaly flagging on every client. Our team isn't typing in coffee shop charges anymore — they're reviewing exceptions and advising clients. A typical monthly close that used to take us 8 hours per client now takes 2. Same accuracy. Less coffee.

2. Tax prep and research at machine speed. AI drafts returns from source documents, pulls relevant code sections in seconds, and summarizes client packets before a preparer even opens the folder. Our team still signs every return — that part is non-negotiable — but they walk in with a head start, not a cold pile of PDFs.

3. Client communication that doesn't drop the ball. Intake, document requests, status updates, FAQs, deadline reminders — all handled with AI as the front line. Clients get faster answers. We get fewer "just checking in" emails clogging the day. And nothing falls through the cracks during busy season because the system never forgets and never goes on vacation.

4. Internal ops, review, and reporting. This is the one nobody talks about and the one that quietly moved the needle hardest. AI inside the firm: quality review on workpapers, partner-ready dashboards, capacity planning, turnaround tracking. We finally know — in real time — what's happening in our own firm.

The numbers

We were the guinea pigs, so we're the proof:

• 8 hours → 2 hours on a typical monthly close
• ~3x more clients handled by the same team, no new hires
• 10+ hours per week reclaimed by partners and owners, redirected into advisory work and growth
• A tax season with fewer extensions, faster turnaround, and — for the first time in a long time — no all-nighters

We're not saying any of this is easy. We're saying it's possible. Because we did it.

What this means if you run a small firm

If you're a solo practitioner or a 1–5 person firm, AI is the difference between drowning and finally building the practice you actually wanted when you went out on your own. You don't need a bigger team. You need a bigger toolkit.

If you're a growing firm in the 5–25 range, you're hitting the wall every firm hits at this size — and the old answer ("hire two more juniors") doesn't pencil anymore. AI is the new lever. It scales without recruiting, training, or hoping people stay.

If you run any small accounting firm, the firms that figure this out in the next 12–24 months are going to look very different from the ones that don't. We don't say that to scare anyone. We say it because we lived the before and we're living the after, and we're not going back.

Why we're telling you all this

Because most "AI for accountants" content right now is written by people who have never closed a book, never extended a return at 11 p.m., never sat across from a small business owner who's terrified of their own QuickBooks file.

We have. We still do. And we rebuilt our firm with AI before we ever offered to help anyone else rebuild theirs.

Now we're opening it up.

Join the community — free

We built AI for Accounting as the place for bookkeeping, accounting, and tax firm owners to see exactly what we built at Legacy SBC, how we built it, and how to bring it into your own firm — without selling your practice to a software vendor or hiring a consultant who's never done the work.

It's free. There's no catch. There's a real community of firm owners inside, real walkthroughs of real workflows, and ongoing training as the tools keep evolving (and they're evolving fast).

Come see what we did, and what it could look like for your firm:

https://aiaccounting.legacysbc.com/

The firms that move now get to design the next decade of this profession.

The ones that wait get to react to it.

We'd rather you design it with us.

— Yvonne Founder & CEO, Legacy SBC Chief Financial Officer, Simple Academy

I Miss You, Mom

 

I think I have read and re-read my moms obituary 47+ times in the last month.  The holidays are the most difficult time for me, when it comes to missing my mom.  My daughter and I often talk about mom/grandma - remembering what a wonderfully beautiful angel my mom was, inside and out.  I pray she is watching over us, especially during this time of year.

My mom had more love in her than anyone I have ever met.  Her ability to fully forgive amazed me.  She was so talented also.  She was an executive at work and a fully present mom at home.  Years ago we found a flaw in her...she turns every song into a country song when she sings it.  LOL  Have you every heard Air Supply sung in country twang?  I have.  Just thinking about it makes me smile.  

My mom had the most beautiful relationship with her father (my grandpa).  He, like my mom, was so giving and loving.  I do not remember a lot about my grandmother, on my moms side, but I have a very clear vision of coming through the front door at my grandparents house, seeing my grandmother in her chair in the living room, and running to her lap to play paddy cake.  Even today, remembering their home fills me with love.  

As we prepare for the week of celebration, I hope I pass even a smidge of my mothers loving spirit onto our children and grandchildren.  

Thank you for all you have taught me, shown me and allowed me to explore.  I miss you, Mom.  Everyday I wish I could pick up the phone and call you.  I love you more than I can possibly describe and wish you were here with us still.