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

 

Today at Noon: The Construction Bundle Goes Live

Legacy Small Business Consulting × AI for Accounting

Today at 12:00 noon, the Construction Bundle goes live. It is our second industry bundle, and if you serve contractors, or you want to, this is the one you have been waiting for.

Here is why it matters.

Contractors do not run money like anyone else

A regular business asks one question at the end of the month: how did the company do? A contractor asks something completely different. How did job #214 do? Am I overbilled or underbilled on it? How much retainage is still owed to me, and how much am I holding on my subs? And does my work-in-progress schedule keep my bonding line open so I can chase the next job?

Standard books cannot answer those questions. That is exactly why contractor accounting is its own craft, and exactly where a good bookkeeper or accountant becomes indispensable to a builder. So we built the tools around the way contractors actually run money: cost the job, bill the job, pay the crew, prove the firm.

What is in the bundle

The Construction Bundle is an 18-agent system. Twelve of them are agents you may already know, adapted for contractors: a job-cost chart of accounts, cost coding and receipt capture by job and cost type, bank reconciliation, construction-aware adjusting entries and month-end close, 13-week cash flow forecasting (critical when retainage and slow-paying general contractors squeeze you), AR collections to chase GCs and owners, AP bill-pay for subs and suppliers, budget-versus-actual by job, worker classification, workers' comp audit prep, and a contractor KPI scorecard.

On top of those sit six brand-new agents, and these are the heart of contractor accounting:

• Job Costing and WIP Schedule Builder. The flagship. It builds the work-in-progress schedule on cost-to-cost percent complete: earned revenue, over and under billings, gross profit, and fade by job. Everything else reads off this schedule.
• Progress Billing Generator. Owner and GC billings in the familiar G702 and G703 shape, with schedule of values, work completed, stored materials, and retainage.
• Retainage Tracker and Reconciler. Retainage receivable and payable by job, with aging and release status, so you can see the cash trapped in holdback and what is due back.
• Certified Payroll and Prevailing-Wage Report. WH-347-style certified payroll and the statement of compliance for Davis-Bacon and state public jobs.
• Change Order Log and Margin-Impact Tracker. Every change order, approved or at risk, and its hit to contract value and margin. This one stops the number-one cause of contractor profit leak: unbilled and unapproved changes.
• Bonding and Surety Readiness Package. The WIP-based financial package a surety actually asks for, with the ratios they watch, so you can protect and grow your bonding capacity.

Cost it, bill it, pay the crew, and prove the firm to a banker or bonding agent. That is a complete contractor system, and it goes live today at noon.

You no longer have to pick a niche

Here is the bigger idea, and it is the one I keep coming back to. For years the advice to accounting professionals was to niche down, pick an industry, and hope you chose the right one. We think there is a better way. Instead of forcing you to specialize, we make you the expert, industry by industry. Nonprofits, then law firms, and now contractors. More verticals every month. When a client in 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.

Start free, and climb at your own pace

You do not have to make a big decision to begin. You just have to start.

• Free — claim a free AI agent and join our community. See what these tools do with zero risk.
• Membership, the easiest way to start. For a low monthly fee, become a member and get ongoing access to the agents, every new release as it drops, and the community and support around them. No big upfront commitment, no guessing which bundle to buy first. For most people it is the best place to begin.
• $99 — build your own bundle, any five agents you choose.
• $249 — any full industry bundle, including the Construction Bundle going live today.
• $799 — the complete library, all agents, or any five bundles.

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

This is for everyone

Do not let the word "accounting" fool you into thinking this is not for you. It is. 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.

If you missed our July 10 workshop, do not wait for the next one. Our next free live AI workshop is Thursday, July 30 at 10:00 AM CST with AI guru Steve Cunningham, showing you in real time what AI can actually do for your work, your business, and your revenue. 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

The Construction Bundle goes live today at noon. Whether you already serve contractors or you want to add them to the industries you can confidently take on, this is your moment. 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

 

You Don't Have to Pick a Niche Anymore. You Get to Be the Expert in All of Them.

Legacy Small Business Consulting × AI for Accounting

For years, the advice to accounting professionals has been the same: niche down. Pick an industry, go all in, and hope you chose the right one. It is good advice, and it has made a lot of firms successful. But it always came with a quiet cost, because the moment a client from a different world walked through your door, you either turned them away or spent months learning their books from scratch.

We think there is a better way. Instead of forcing you to specialize, we are going to make you the expert, industry by industry. Not by sending you back to school, but by handing you the tools that already know each vertical cold. Law firms today. Contractors on Friday. A new industry every month. When that client walks in, you do not hesitate. You reach for the bundle built for their world, and you look like you have done it a hundred times.

Here is what is new this week.

Newest bundle: the Law Office Bundle

Some of the best things we build do not start as products. They start as a problem a real client is losing sleep over. The Law Office Bundle is exactly that story.

Law firms are not like other businesses. They keep two completely separate sets of books. The first is the operating side, the same books any business runs. The second is the one that can end a career: the client trust account, or IOLTA. Money held in trust is not the firm's money. It can never be commingled. No client's ledger may ever go negative. And the bank balance, the book balance, and the sum of every individual client ledger must all agree to the penny, in what is called a three-way reconciliation. Generalist bookkeeping simply does not do this, and it is exactly where firms get into trouble.

So we built the 17-agent Law Office Bundle to cover the full life of a law firm's books, from setup to trust protection to billing to firm performance. It sets up the operating books and a trust-aware chart of accounts. It protects the trust with IOLTA three-way reconciliation and a client trust ledger and balance monitor. It handles fees the right way, with earned-fee transfers, retainer and advance-fee classification, and collections. And it reads the firm like an owner, with cash flow forecasting, budget-versus-actual narration, KPI scorecards, and matter-level profitability and realization. In short, it does the dangerous, detailed, easy-to-get-wrong work so the professional can focus on the client.

It worked so well for the firm we built it for that keeping it to ourselves felt wrong. So here it is for you.

▶ Watch the Law Office Bundle overview

Coming Friday at noon: the Construction Bundle

The second vertical drops this Friday at 12:00 PM (noon) — the Construction Bundle.

Contractors do not ask "how did the company do this month?" They ask "how did job #214 do? Am I overbilled or underbilled on it? How much retainage is still owed? And does my WIP schedule keep my bonding line open?" Standard books cannot answer those questions. This bundle can. It follows the way a contractor actually runs money: cost the job → bill the job → pay the crew → prove the firm.

It is an 18-agent system. Twelve are agents you may already know, adapted for contractors — job-cost chart of accounts cleanup, cost coding and receipt capture by job and cost type, bank reconciliation, construction-aware adjusting entries and month-end close, 13-week cash flow (critical when retainage and slow-paying GCs squeeze you), AR collections to chase generals and owners, AP bill-pay for subs and suppliers, budget-versus-actual by job, worker classification, workers' comp audit prep, and a contractor KPI scorecard.

On top of those sit six brand-new, construction-specific agents — the heart of contractor accounting:

• Job Costing & WIP Schedule Builder (the flagship) — the work-in-progress schedule on cost-to-cost percent complete: earned revenue, over/under billings, gross profit and fade by job.
• Progress Billing Generator — owner and GC billings in the familiar G702/G703 shape, with schedule of values, work completed, stored materials, and retainage.
• Retainage Tracker & Reconciler — retainage receivable and payable by job, aging, and the cash trapped in holdback.
• Certified Payroll & Prevailing-Wage Report — WH-347-style certified payroll and statement of compliance for Davis-Bacon and state public jobs.
• Change Order Log & Margin-Impact Tracker — every change order, approved or at-risk, and its hit to contract value and margin. This stops the number-one cause of contractor profit leak: unbilled, unapproved changes.
• Bonding & Surety Readiness Package — the WIP-based financial package a surety actually asks for, with the ratios they watch.

Cost it, bill it, pay the crew, and prove the firm to a banker or bonding agent. That is a complete contractor system, and it is yours Friday at noon.

Missed the July 10 workshop? Register now for July 30.

If you missed our live AI workshop on July 10, do not wait — we are running the next one and seats fill up. Our next free live AI workshop is Thursday, July 30 at 10:00 AM CST, with AI guru Steve Cunningham showing you in real time exactly what AI can do to save you time and grow your revenue. I will be right there for anyone ready to put it to work in their accounting, bookkeeping, or tax practice.

Register as soon as you can. 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

You do not have to make a big decision to begin. You just have to start:

• Free — claim a free AI agent and join our community. See what these tools do with zero risk.
• Membership — the easiest way to start. For a low monthly fee, become a member and get ongoing access to the agents, new releases as they drop, and the community and support around them. No big upfront commitment, no guessing which bundle to buy first — you simply start using the tools and grow from there. It is the simplest on-ramp we offer, and for most people it is the best place to begin.
• $99 — build your own bundle, any five agents you choose.
• $249 — any full industry bundle, like the new Law Office Bundle (and the Construction Bundle on Friday).
• $799 — the complete library, all agents, or any five bundles.

Every step builds on the last, and you move up only when you are ready.

Claim your free AI agent Join our free community See all the bundles

You no longer have to bet your career on picking the right niche. You get to be the expert in every niche your clients bring you. Law firms this week, contractors on Friday, and more every month. 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

The Best Investment You Will Ever Make Is in Yourself.

For a long time, being an accountant, a tax preparer, or a bookkeeper meant choosing a lane and staying in it. You picked a service, maybe a single industry, and you built your whole career inside those walls. Step outside them and you were guessing, and guessing with someone's finances is not a place any of us want to be.

So most professionals stayed narrow, not because they lacked ambition, but because there was no safe way to be excellent at everything. There still is not, if you are doing it all by memory and long nights. But that is no longer the only option.

You no longer have to support just one niche

Here is what has changed. We build AI agent bundles for the real work you do, tuned to the specific rules of each area and each industry. Bookkeeping, tax, payroll, audit, CFO advisory, client onboarding. Nonprofits, construction, law firms, real estate, and more. Each bundle carries the specialized knowledge that used to take years to master, so it is ready for you on day one.

That means a bookkeeper can confidently take on a law firm's trust accounting. A tax preparer can serve a real estate investor with rentals and flips. A solo accountant can look like a full-service firm. You bring the judgment and the relationship. The bundle brings the expertise. Together, you become the professional who can handle whatever walks through the door, instead of the one who has to turn work away.

Just starting your own business?

If you are early on your journey, building your own practice or your own company, this is for you especially. We have a bundle built exactly for that: the foundation you need to set up clean books, get compliant, price your services, and run the back office without drowning in it. You do not have to figure it all out alone, and you do not have to wait until you can afford a team. The tools are the team, and they grow with you.

And it is not only for accountants

Whether you are starting a bookkeeping, accounting, or tax business, or any service industry business at all, we can help. The same foundation that gets a new firm off the ground gets any service business off the ground: clean books, clear pricing, compliant setup, and a back office that runs without you living in it. If you serve clients and send invoices, there is something here for you.

Bundles for where you are, and where you are going

Here is a sense of what is already in the library today: Bookkeeping, Tax, Payroll, Client Onboarding, Accounting Firm, Audit and Review, CFO advisory, Practice Growth, New Business, and Nonprofit Accounting. And the roadmap keeps moving, with Construction, Law Firm, Real Estate for rentals and flips, Small Business Marketing, and Forensic Accounting bundles on the way. A new bundle drops on a regular cadence, and the list is written by what people ask us to build. If your world is not on it yet, tell us, and it goes on the list.

This is an investment in yourself

I want to be honest about how I see this. Whatever you spend to get started here is not an expense. It is an investment, and it may be one of the best you ever make. An investment in yourself, in the skills that make you harder to replace. An investment in your future, in the capacity to earn more while working saner hours. And an investment in your legacy, in the practice, the reputation, and the freedom you get to build and one day hand on.

We keep it affordable on purpose. Our whole aim is to educate, to assist, and to make the move to AI reachable for the everyday professional, not just the biggest firms. Because the people who show up, do the work, and care about their clients are exactly the ones who deserve these tools.

The best way to start, and the easy way to start

If you want my honest recommendation, the membership is the best place to begin. You get the growing library plus new agents built around real workflows every month, so you are never standing still, and it grows with your practice instead of being a one-time purchase you outgrow. Start here: https://aiaccounting.legacysbc.com/pro-membership#tiers

Not ready for that? No problem, there is a free way in. Claim a free AI agent and put it on one real task this week, no cost and no pitch: https://aiaccounting.legacysbc.com/claim-agent. Or grab a single themed bundle for your world: https://aiaccounting.legacysbc.com/pro-bundles

And if all else fails, at the very least join the community, for free, and start understanding where AI is going: https://aiaccounting.legacysbc.com/community. Because here is the truth I keep coming back to: AI is not going to replace us. But we do need to learn it, adapt to it, and put the tools to work. The professionals who do that will be the ones still standing, and thriving, five years from now.

See it all live at our free workshop, Wednesday July 30 at 10am (US Central): https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

You do not have to pick one lane anymore. You can become the expert in all of them. Bet on yourself. It is the one investment that always pays.

AI does the typing. You make the judgment calls.

Yvonne

 

You No Longer Have to Pick One Niche. You Can Be the Expert in All of Them.

For years, the advice to every accountant and bookkeeper who wanted to grow was the same: niche down. Pick one industry, learn it cold, and become the person everyone in that world refers. It was good advice, because specialization is where the real money and the real trust live. A client does not want a generalist who has seen their industry once. They want the expert who already knows their rules.

But niching down always came with a quiet cost. When you chose one industry, you turned away every client outside it. And the reason you had to choose was simple: nobody can genuinely master the accounting quirks of ten different industries by hand. There are not enough hours. So you picked one, and you let the rest go.

That tradeoff is over. Here is why.

Every industry really is its own world

This is not marketing. It is the actual work, and anyone who has crossed from one industry to another knows it.

Nonprofits run on restricted versus unrestricted funds, grant compliance, functional expense allocation, and the Form 990 at the end of the year. Law firms keep two separate sets of books, and the trust account has to pass a three-way reconciliation to the penny or a career is on the line. Construction lives on job costing, work in progress, retainage, and percentage of completion. A small business owner just needs the books clean enough to make a decision on Monday. Each of these is a different language, with different rules, different reports, and different ways to get burned.

A generalist tool treats all of it like ordinary bookkeeping. It is not. That gap is exactly why specialization pays, and exactly why it used to be so hard to specialize in more than one thing.

What changed: the expertise is built into the tools

We build our AI agents one industry at a time, and each bundle is tuned to the work that industry actually does. Not a generic bundle with an industry label on it. The nonprofit bundle knows fund accounting. The law firm bundle knows IOLTA and the three-way reconciliation. The construction bundle knows job costing and WIP.

Which means the deep, specialized knowledge that used to take you years to build in one industry is now sitting inside the bundle on day one. You bring the judgment, the relationship, and the client trust. The bundle brings the industry rules. Together, you can walk into an industry you have never served before and work it to that industry's real standard, from the first engagement.

That is the shift. Specialization used to live only in your head, which is why you could only afford to specialize in one thing. Now it lives in the tools too, so you can specialize in as many as you want to serve.

Be the whole firm, not just one desk

Think about what that does to your practice.

The client who runs a nonprofit and a small construction company on the side does not need two accountants anymore. The referral you used to pass along because it was outside your niche is now a client you can actually keep. The firm owner who wants to grow no longer has to hire a specialist for every vertical, because the specialization comes with the agents. And the bookkeeper stepping up to advisory work can offer industry-grade insight in rooms that used to be closed to them.

You are not spreading yourself thin. You are standing on tools that carry the expertise for you, so your name becomes the one that works across industries instead of the one that only handles a single kind of client.

And here is the part we will not skip: before any of these bundles reaches you, it runs in our own firm. These are the same agents we use at Legacy SBC, on real fund accounting, real trust reconciliations, real job costing. We do not hand you a tool we would not trust on our own clients. We hand you the exact ones we do.

Do not see the industry you need? Just ask.

This is the most important line in this whole post, so I want to say it plainly: if the industry you serve is not in the library yet, tell me, and we will develop it. That is not a maybe. It is how nonprofit, construction, and law firms got built. Someone told us what was eating their week, we built it, and now it is waiting for the next person who needs it.

Because here is what actually drives us. Our desire is to educate, to assist, and to make the move to AI affordable, so that this is not a tool reserved for the biggest firms with the biggest budgets. If you have never touched an AI agent, we will walk you through it. If you are not sure where it fits, we will help you find the first task. And if the price of getting started is what has held you back, that is exactly the barrier we are trying to remove. The whole point is that you get to grow into this, at a pace and a price that works for you.

How can we help you?

The library grows by industry, every week, and the roadmap is written by you.

• Join the free workshop and see it live, Wednesday July 30 at 10am: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg
• See the full library and grab the industries you serve: https://aiaccounting.legacysbc.com/pro-bundles
• Try an agent free on a real client task this week: https://aiaccounting.legacysbc.com/claim-agent
• Want new industry bundles built around your exact workflow every month? That is the membership: https://aiaccounting.legacysbc.com/pro-membership#tiers
• Trade notes with accountants already working across industries: https://aiaccounting.legacysbc.com/community

Pick the niche you love. Then keep every client outside it too. And if you do not see your industry yet, just ask, and we will build it. Tell me which one is next.

AI does the typing. You make the judgment calls.

Yvonne

What Other Membership Does All of This for You?

Most memberships hand you a login and wish you luck. We built something different: a set of on-ramps that meet you wherever you are, and grow with you as far as you want to go. Whether you need one small win this week or you want to transform your entire firm, there is a step here for you, and each one builds on the last.

Let me walk you through every avenue, and exactly how each one helps.

Start with the one agent you actually need

You do not have to overhaul anything to begin. Pick the single AI agent that solves your most annoying task, the reconciliation, the client report, the cash flow forecast, from a public list of 122 agents, and claim it free. In an afternoon you go from curious to seeing real time saved. This is where confidence starts, and it costs you nothing.

Who it helps: anyone who wants proof, not promises. Try one, feel the difference, and build from there.

Build your own bundle, your way

Once one agent clicks, you will want a few more. À la carte, each agent is just $25. Or pick any five from the 122-agent public list for $99, the fifth is on us, and build your firm's starter stack in one go. Same agents, same delivery, your pick.

Who it helps: the professional who knows their workflow and wants to hand-pick the tools that fit it.

Become the leader in an industry

Here is where it gets powerful. Our industry bundles ($249 each) turn you into the specialist a whole vertical is desperate for. The new Law Firm Bundle runs trust accounting to bar-compliance standards. The Nonprofit Bundle handles fund accounting and Form 990. We have 12 focused Pro Bundles in all: Bookkeepers, Tax, Client Onboarding, Accounting Firm, Audit / Review / Quality, New Small Business, Payroll, CFO / Advisory, Small Business Operator, Practice Growth, Nonprofit Accounting, and Law Firm, with a brand new one shipping every Friday. You no longer have to niche down and hope. We make you the expert, by industry.

Who it helps: the firm that wants to command premium fees by being the obvious choice in a specialty.

Launch a brand new firm

Starting from scratch? The New Business bundle gives you startup agents that stand up a practice from day one: entity and tax setup, pricing and margins, bookkeeping setup, permits and compliance, and a first-100-customers plan. It is the co-founder you wish you had.

Who it helps: the professional ready to go out on their own, without guessing at the parts they have never done before.

Get clients with marketing agents

The best firm in town still needs a pipeline. Our Practice Growth agents handle the marketing most accountants avoid: a LinkedIn connection engine, referral and review systems, lead magnets, and niche positioning and messaging. Growth stops being a mystery and becomes a repeatable system.

Who it helps: the owner who is great at the work but wants a steady, predictable flow of new clients.

Turn the connections you already have into clients

You are likely sitting on a goldmine and do not know it: your LinkedIn connections. Most people let those relationships go cold. We teach you, step by step, how to actually use them, how to reconnect, start real conversations, and turn quiet contacts into paying clients and referral partners. It is one of the fastest ways to grow without spending a dollar on ads.

Who it helps: anyone with a network they have never truly put to work.

Membership: learn, join, and thrive

This is the heart of it. Start by watching for free in our community, see the demos, the wins, and the conversations, at zero cost and zero pressure. When you are ready to go from watching to building, step into membership:

• Submit Your Idea, $59/month — two custom agent builds each month delivered within 48 business hours, monthly Workflow Lab, weekly live Q&A on Wednesdays at noon CT, and full community access. Pause or cancel anytime.
• Build with Yvonne, $99/month — everything above, plus a live 15-minute build session and a live 15-minute review session with me each month, an additional custom agent built by our team, and two free books at signup.

Free to watch. Membership to learn, join, and thrive. You are never locked in, and you never stop moving forward.

Explore membership

Who it helps: the professional who wants ongoing momentum, custom agents built to their exact needs, and a coach in their corner.

Transform your entire firm

When you are ready to go all in, pick any five of the twelve Pro Bundles for $799 one-time. Self-paced, no live sessions, no upsell, just the full agent library across five focused verticals of your choice. This is not a tool here and there. This is re-engineering how your whole firm runs, across every function, so your team works less and delivers more.

Who it helps: the firm owner who wants a true transformation, not a patch.

Learn live, and open a new revenue stream

Our free workshops, held twice a month, do two things at once. They show you, live, how to use AI to build your existing revenue, and they open a door most people miss: once you understand this, you can become the advisor who helps others adopt AI, an entirely new income stream. And for those who want the deepest level, our top-tier, done-with-you month gives you hands-on help putting it all to work.

Who it helps: everyone. Learn to grow what you have, and discover a way to earn in a way you never could before.

Changing with the times, so you stay ahead of the pack

The thread through all of it is simple. Our profession is changing fast, and the people who lean in now will lead it. Every avenue above exists to keep you moving forward: start small, specialize, launch, grow, transform, and teach. You choose the pace. We keep you ahead.

So I will ask honestly: what other membership does all of this for you?

Start wherever you are

• Claim your free AI agent (122 to choose from)
• Build your bundle: any 5 for $99
• Pick any 5 bundles for $799
• Become a member ($59 or $99/month)
• Join our free community
• See all the bundles

We hold free AI workshops twice a month. Our next one is Thursday, July 30 at 10:00 AM CST. Register to attend or to get the replay: save your spot.

And if you would like help choosing where to start, grab 15 minutes with me.

This is where the future is going. Are you coming with us?

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

We Built This for One Client. It Worked So Well We're Giving It to You.

Some of the best things we build do not start as products. They start as a problem a real client is losing sleep over. The Law Firm Accounting Bundle is exactly that story, and today we are releasing it to everyone.

The problem that started it

A firm we work with serves law offices, and law firms are not like other businesses. They keep two completely separate sets of books.

The first is the operating side, the same books any business runs. The second is the one that can end a career: the client trust account, or IOLTA. Money held in trust is not the firm's money. It can never be commingled. No client's ledger may ever go negative. And the bank balance, the book balance, and the sum of every individual client ledger must all agree to the penny in what is called a three-way reconciliation.

Generalist bookkeeping simply does not do this. It is precisely where firms get into trouble, and where a good bookkeeper or accountant becomes indispensable. Our client needed AI that could run both sets of books to bar-compliance standards. So we built it.

What we built

The Law Firm Bundle is 17 agents covering the full life of a law firm's books, from setup to trust protection to billing to firm performance:

Setting up the operating books and a trust-aware chart of accounts. Protecting the trust with IOLTA three-way reconciliation and a client trust ledger and balance monitor. Handling fees the right way, with earned-fee transfers, retainer and advance-fee classification, and collections. And finally reading the firm like an owner, with cash flow forecasting, budget versus actual narration, KPI scorecards, and matter-level profitability and realization.

In other words, it does the dangerous, detailed, easy-to-get-wrong work, so the professional can focus on the client.

It worked so well for that one firm that keeping it to ourselves felt wrong. So here it is for you.

The bigger idea: you no longer have to specialize

Here is what excites me most. For years, the advice to accounting professionals has been to niche down, pick an industry, and hope you chose the right one.

We think there is a better way. Instead of forcing you to specialize, we will make you the expert, by industry. Law firms today. More verticals every month. When a client in a new industry walks through your door, you do not have to turn them away or spend months learning their world. You reach for the bundle built for it.

The bundles we offer today

Here is the full lineup, each one built for a specific kind of work:

• Bookkeepers Bundle — the core monthly close: bank and credit card reconciliation, month-end close, AP and AR, cash flow, and cleanup.
• Tax Bundle — quarterly estimates, 1099 prep, sales tax filing, and busy-season prompts.
• Client Onboarding Bundle — proposals, engagement letters, intake, discovery, and welcome packets.
• Accounting Firm Bundle — run your firm with AI: strategy, playbooks, roadmaps, and delegation.
• Audit / Review / Quality Bundle — workpaper QC, sampling, confirmations, and materiality.
• New Business Bundle — entity and tax setup, startup costs, pricing, and first customers.
• Payroll Bundle — onboarding, pay runs, 941 reconciliation, and year-end W-2 and 1099.
• Practice Growth Bundle — LinkedIn engine, referrals, lead magnets, and positioning.
• Nonprofit Accounting Bundle — fund accounting, functional expenses, grants, and Form 990 readiness.
• CFO / Advisory Bundle — higher-level advisory and CFO tools for firms moving upmarket.
• Law Firm Bundle (new) — trust-aware books, IOLTA three-way reconciliation, client ledgers, and matter profitability.

More verticals are on the way, every month.

Start free, and climb at your own pace

You do not have to make a big decision to begin. You just have to start. Here is the path:

Free: claim a free AI agent and join our community. See what these tools can do with zero risk.

$99: build your own bundle, any five agents you choose.

$249: any full industry bundle, like the new Law Firm Bundle.

$799: the complete library, all 71 agents, or any five bundles.

$1,000: one month of top-tier, done-with-you access, where we help you put it all to work.

Every step builds on the last, and you move up only when you are ready.

Come see for yourself

The best way to understand what is possible is to try it. Start free, claim an agent, and get a feel for the work these tools take off your plate.

Claim your free AI agent Join our free community See all the bundles

And if you would like to talk through where to start, I am always happy to help: grab 15 minutes with me.

Join our next free workshop

Want to see it all live? Our next free AI workshop is Thursday, July 30 at 10:00 AM CST. We will show you, in real time, what AI can do for your firm and your clients. It is free, and you must register to attend or to receive the replay, so reserve your spot even if you cannot make it live.

Register for the July 30 workshop

We built this because a client needed it. Now it is yours. 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 SBC × AI for Accounting