Why Wouldn't You? The Membership Math, Laid Out Plainly

There's a version of this decision that takes ten seconds, and I'd rather you see it that way than agonize over it.

Here's the ten-second version.

A Pro Bundle — the working set of AI agents built for your kind of practice — is $249 on its own. Lifetime, all updates. That's a fair price for tools that quietly do real work every week: reconciliations, month-end close, document chasing, client proposals.

Now here's the part that changes the decision. Pro Membership includes the bundle of your choice — and it starts at $39 a month.

For less than the bundle costs one time, membership hands you the same bundle and a tailor on call every month. Someone whose entire job is to take those off-the-shelf agents and adapt them until they fit your firm, your clients, your voice, your workflow.

That's the whole pitch. Bundle is the base. Membership is the tailor. So let me ask the obvious question.

Why wouldn't you?

I've heard every version of the hesitation. Here they are, knocked down one at a time.

"I'd rather just buy the bundle." You can — and membership gives you the bundle anyway. It just doesn't stop at the off-the-rack version. The agents in any bundle are built against common patterns, because reconciling a bank account looks similar across firms. But your client mix has its own shape, your deliverables have their own voice, your close sequence has its own quirks. The standard agent does 80% of the job; you finish the last 20% by hand, every time. Membership is what closes that 20%.

"The agents won't quite fit my firm." Correct. They won't — not perfectly, not at first. That's not a flaw in the bundle; it's the wall every off-the-shelf tool hits. Membership exists for exactly this. Each month you submit the workflow that almost-fits-but-not-quite, and we build the version that does.

"What if it's not for me?" Pause or cancel anytime, and you keep everything we've built together. There's no lock-in to regret.

"I'll think about it." This is the only one with a real cost. The founding rate rises this Friday. Thinking about it past then is a decision too — it just costs you $20 to $240 a year, for good.

The one real catch: Friday

The founding rates close this Friday. A few founding spots remain, and when they fill, the rates rise for everyone:

• Submit Your Idea goes from $39 → $59/month
• Build with me live goes from $79 → $99/month

Lock a founding spot before Friday and your rate stays put for life, even after it goes up for everyone else.

The two ways in

Submit Your Idea — $39/mo (founding, then $59)

• 1 Pro Bundle of your choice included — a $249 value
• 2 custom agent builds a month, delivered in 48 business hours via an async intake form and email
• Monthly Workflow Lab and a private community forum
• Pause or cancel anytime

Build with me live — $79/mo (founding, then $99)

• Everything in Submit Your Idea, plus —
• A live build session and a review session with me each month
• An additional agent built by our team each month

This isn't only an accounting story

The system underneath — get a working base, then have it tailored to exactly how you operate — fits any service business that runs on repeatable client work. Bookkeepers, fractional CFOs, consultants, agencies. If your team produces the same kinds of deliverables over and over, this is built for you.

A real example from this week: a fractional CFO bought a bundle for his core workflow, then within a day stepped into membership so we could tailor those agents to his specific firm — his close memo's voice, his client deliverable format, the niche workflows the standard agent doesn't cover. Base, then fit. That's the move the founding rate is built to reward.

Bundles are the base. Membership is the tailor.

Lock your founding rate before Friday — you choose your included bundle inside: https://aiaccounting.legacysbc.com/pro-membership

Not sure which bundle fits your work? Reply or grab 15 minutes with me — https://calendly.com/legacysbcllc/15min — and I'll point you at it before you decide.

— Yvonne Razo, CEO & Founder, Legacy Small Business Consulting LLC · CFO, Simple AI

The Founding Rates Close Friday

I want to give you fair warning, because the worst thing I can do is let you find out after the fact.

The Pro Membership founding rates close this Friday. The founding spots are nearly full. When they fill, the rates rise for good — Submit Your Idea moves from $39 to $59/month, and the full build tier moves from $79 to $99/month. Anyone who locks a founding spot before Friday keeps their rate for life — even after the price rises for everyone who comes later.

That's the news. Here's why it matters, and why one CFO moved fast on it last week.

What the founding rate actually buys

Pro Membership is the part of AI for Accounting that adapts the agents to your firm. A bundle gives you a working set of agents for one core area of your practice — the base (you pick the bundle that fits your work, not the whole library). Membership is the tailor: we take those agents and make them fit your practice specifically — your close memo's voice, your client deliverable format, the workflows your niche needs that no off-the-rack agent knows about.

There are two ways in, so you only pay for as much help as you actually want.

Need less? Submit Your Idea — $39/month (founding rate, then $59):

• 2 custom agent builds a month, delivered within 48 business hours — via an async intake form and email delivery
• One active build at a time
• 1 Pro Bundle of your choice included
• Monthly Workflow Lab attendance and private community forum access
• Pause or cancel anytime — and your founding rate never goes up

Want to build with me live? The full tier — $79/month (founding rate, then $99):

• Everything in Submit Your Idea, plus —
• A live build session and a review session with me each month
• An additional agent built by our team each month

Either way, it's a build team for your firm at a price a solo practice can carry on a Tuesday morning without asking anyone's permission. Start with Submit Your Idea if you mostly want the builds; step up to the full tier when you want to design them with me in real time.

The CFO who moved last week

Last week a fractional CFO joined the community. He owns his own firm — a specialized practice with a specific client mix and monthly workflows that don't look like anyone else's. He claimed his free agent, picked up a bundle, and within a day asked me the question that matters: what's the difference between the bundle and the membership?

The bundle got him a working set of agents for his core workflow — the base, and for most firms that's the finish line. But his close memo has a voice. His deliverable has a format. His niche has workflows the standard agent doesn't cover. He was finishing the last 20% by hand.

So he took one of the founding spots. Now we work with him directly to tailor the agents to his exact firm and build the ones his niche needs. Bundle first — the base. Then membership — the tailor. In that order, inside of a day.

He locked his rate for life. The next person who waits until the spots fill will pay more for the same thing.

This isn't only for accounting firms

The agents are built for accounting, but the system underneath isn't accounting-specific. A working base you tailor to exactly how you operate fits any service business that lives on repeatable client work — bookkeeping practices, fractional CFOs, consultants, agencies, fractional teams of every kind. If your business produces the same types of deliverables over and over, the base-and-tailor model was built for you. The bundle is your starting point; membership is how it becomes yours.

How to lock it in

Two steps, and you can take them minutes apart.

Step 1 — Get your base. Pick the bundle closest to your work — Bookkeepers, New Business, Payroll, Audit/Review/Quality. $249, lifetime, all future updates included.

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

Step 2 — Claim a founding spot. Step into Pro Membership — $39/month for Submit Your Idea, or $79/month for the full build tier — and lock that rate for life, before Friday when the rates rise to $59 and $99.

→ https://aiaccounting.legacysbc.com/pro-membership

Not sure where your firm should start? Grab 15 minutes with me and we'll map it: https://calendly.com/legacysbcllc/15min

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Bundles are the base. Membership is the tailor. The founding rates are the best price the tailor will ever be — from $39/month, locked for life — and they close Friday. If you've been waiting for the right moment, this is it.

— Yvonne CEO & Founder, Legacy Small Business Consulting LLC CFO, Simple AI

What we're building, why we're building it, and what to expect in your inbox every Friday.

AI FOR ACCOUNTING

If you have been following AI for Accounting, you have probably noticed something: most Fridays, something new lands. A new agent. A new bundle. A demo. An update that closes a gap a member named the week before. The Friday drop is not a marketing tactic. It is the operating rhythm of what we are building, and it is the most important promise behind every email I send.

This post is the explainer. What we are building. Why we are building it the way we are building it. And what the Friday cadence actually delivers.

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What we are building

The AI for Accounting library is, today, sixty agents. Each one runs a specific workflow that an accounting firm actually performs — bank reconciliation, month-end close, document collection, adjusting journal entries, sales tax filing, quarterly estimates, new-business advisory diagnostics, payroll pre-flight, audit lead schedules, client proposals. Not seventeen prompts you paste into a chatbot. Sixty discrete, named, tested agents that produce a specific output you can hand to a client or drop into a workpaper.

The agents are grouped into bundles by use case. Bookkeepers Bundle. New Business Bundle. Payroll Bundle. Audit, Review and Quality Bundle. The bundles are how a firm picks the slice that fits their practice without having to evaluate all sixty agents one at a time.

Above the bundles sits Pro Membership. Membership is what adapts the agents to your firm specifically — your client mix, your firm's voice in close memos, your COA conventions, the workflow handoffs that the standard agent does not know about. We have written this line every way we know how to write it, but the shortest version is this:

Bundles are the base. Membership is the tailor.

The library is the off-the-rack suit. Membership is the alterations that make it fit you specifically.

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Why we are building it this way

Before any of this was a product, it was the inside of our own firm.

Legacy Small Business Consulting runs a working accounting practice. We have clients, deadlines, closes, advisory engagements, payroll cycles, and the same Friday-afternoon "where did this number come from" moments every other firm has. Every agent in the library was built first because we needed it ourselves, run inside live client work, and refined against the actual mistakes the first version produced. By the time an agent ships publicly on a Friday, it has already saved hours inside our own practice. We are not building AI for accounting from the outside. We are using these agents every day inside an accounting firm and shipping the ones that earn their keep.

That practitioner perspective produced three convictions that shape everything we ship.

First, accountants do not need more information. They need running workflows. A blog post telling you AI can summarize bank statements is interesting. An agent that takes the bank statement, categorizes the transactions to your GL, flags the exceptions, and produces the export ready to drop back into QuickBooks is useful. The difference is everything.

Second, off-the-rack tools hit a wall. Eight out of ten firms can use the standard agent and finish the work. The other two need it adapted at the shoulders, the waist, the inseam. That last twenty percent is where the bundle stops being enough. Without a way to close that gap, every AI tool eventually feels like it almost works but not quite. Membership exists because there is no other way past that wall.

Third, the people who buy this need to see it before they trust it. Which is why every agent has a demo. Why we publish what we are building. Why every Friday, something new ships and you can watch it run.

The agents are not theoretical. The bundles are not a marketing structure. The architecture exists because four buyers told us, in the same week, the same thing: "My clients need bookkeeping. I do not want to do the bookkeeping. I do not want to turn the work away either." That is one piece of buyer language. It is also the design brief for the entire library.

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Built so every level can keep up

There is a version of "AI for accounting" that costs $50,000, takes six months to implement, and is sold to firms with a dedicated tech budget and a person whose only job is to manage vendors. That version exists. We are not building that version.

The AI world is changing every week. Solo practitioners, small firms, fractional CFOs, and bookkeepers who run their own books should be able to keep up — not just the firms with consulting retainers and venture-backed roadmaps. That is a design constraint, not a marketing line.

It is the reason a full bundle is $249, lifetime access, all future updates included. It is the reason Pro Membership starts at $39 per month for the basic adaptation tier and tops out at $79 per month for the voice and workflow-stitching tier. It is the reason every new community member gets one free agent before they spend a dollar. The pricing is not the cheapest possible — it is the price that makes the work sustainable to keep building while also being something a solo practitioner can afford on a Tuesday morning without asking permission from anyone.

If you have ever priced out "AI for your firm" with a consultancy and felt the wind go out of the room, this is the alternative. Same outputs. Same workflows. Built for firms that need it to work without the consulting wrapper.

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We do not just sell our builds — we customize them for your firm

This is the part of the offer that gets missed most often.

Buying a bundle gives you the agents we built. That is the base. It works for most firms most of the time.

Pro Membership is where the agents get customized to your firm. Not as an upsell trap. As a service. The standard Adjusting Journal Entries agent does not know your accruals conventions. The Client Proposal agent does not know your voice. The Cash Flow Forecaster does not know the specific way your largest client wants the weekly view formatted. Membership is the standing weekly time we use to design, build, and ship the version of each agent that fits your specific firm.

Three patterns of customization show up most:

• The Adaptation Play. The bundle agent does 80% of the job and you keep finishing the last 20% by hand. We build the custom version that closes the last 20%. Tier 1 membership at $39/month.
• The Voice Play. The bundle agent produces output that reads generic — your client memos, proposals, advisory letters lose the voice that makes the firm itself. We build the voice-adapted version. Tier 2 membership at $79/month.
• The Workflow Stitching Play. Multiple bundle agents each work on their own but the firm wants them to hand off cleanly between each other. We build the connectors. Tier 2 membership at $79/month.

We do not build something once, hand it over, and disappear. The Friday drops are the public side of the work. The membership builds are the private side. Both are happening every week. The membership tier is how you tell us to keep building specifically for you.

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How every Friday works

Friday is shipping day. Every week. No exceptions.

Each Friday you can expect at least one of these to land:

A new agent. Built against a workflow a member named the previous week, or a workflow the inside of working firms told us was the next gap. Examples in the queue: 13-Week Cash Flow Forecaster, Budget vs Actual Variance Agent, Monthly CFO Meeting Agenda + Talking Points.

An agent update. When an existing agent gets enough use, the patterns become clear. The prompt sharpens. The output template gets cleaner. The handoff to the next workflow gets tighter. Updates ship on Fridays so members know when to look.

A demo. A real workflow on a real client profile, recorded so you can watch the agent run. The point is not the agent — the point is the proof. If you have ever wondered what an AI agent actually does in your firm, the demo is the answer.

A bundle. When five or more agents cluster around a specific use case, they become a bundle. The bundle gives a firm a single starting point instead of evaluating individual agents.

A research piece. Honest comparisons of Claude, ChatGPT, Microsoft Copilot, and Google Gemini through an accounting-firm lens. Privacy first, output quality second, minutes saved per engagement third. No vendor pitches.

A community drop. Sometimes the most valuable Friday release is not a product. It is a one-page playbook a member asked for. A prompt template that takes a hard client conversation and gives you the first draft. A list of the six things you should not use AI for yet because the AICPA ethics line lives there.

Whatever lands on a given Friday, the rule is the same: it has to be useful Monday morning. If a member cannot run it in a real client engagement the following week, it does not ship. That is the bar.

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How to follow along

There are three doors into AI for Accounting, and you can use any of them.

Free agent. Every community member gets one. Pick the workflow that is eating your week and we will send you the agent built for it. No payment, no upsell. Claim here: https://aiaccounting.legacysbc.com/claim-agent

A bundle. $249, lifetime access, all future updates included. Bookkeepers, New Business, Payroll, Audit/Review/Quality. Pick the one that maps closest to your work. https://aiaccounting.legacysbc.com/build-a-bundle

Pro Membership. Starts at $39/month for adaptation, $79/month for voice and workflow stitching. Founding rate locked for life. Five founding spots remain. This is the door for firms that want the agents customized to their specific work.

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See you Friday

The Friday rhythm is the most important thing about this operation. It is what turns a one-time purchase into a relationship that compounds. It is what makes the membership story real instead of theoretical. The bundle is the base. The Friday drops are how the base gets better. Membership is where the agents get tailored to your firm.

We use this inside our own practice. We price it so every level of firm can keep up. We do not just sell what we built — we customize it for you when it matters.

Whatever your starting door is, you will see us next Friday with something new.

— Yvonne CEO & Founder, Legacy Small Business Consulting LLC CFO, Simple AI

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If you have questions about the library, the bundles, or the membership tiers, reply to this post or email yvonne@simpleacademy.ai directly. I answer every reply personally.

What an AI agent actually does in your firm — an 8:45 demo, a new bundle, and the membership story behind both

Most of the conversation about AI in accounting is at the wrong altitude. It is either too abstract ("AI will transform the profession") or too tactical ("here are seventeen prompts you can paste into ChatGPT"). Neither tells you what the work actually looks like.

So today we are doing something different. We are showing you the work.

Watch the demo (8:45): Agent #61 · Business Launch Readiness Scorecard

This is one of the agents from the AI for Accounting library, doing a real workflow, on a real founder profile, with the actual output a firm would deliver to a client. Twelve slides, twelve voiceovers, one running workflow. No marketing footage. No screen-recording of someone typing. The agent runs the diagnostic, produces the scorecard, drafts the verdict, lists the action items, and writes the memo.

If you have been hearing "AI is going to change accounting" for the last 18 months and you still cannot picture what that actually means for a Tuesday afternoon engagement, watch this video. It is the picture.

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What the agent does

Agent #61 — Business Launch Readiness Scorecard — is the diagnostic that opens almost every new-business advisory engagement. A founder shows up. The accountant has a one-hour intake call. The questions are familiar: Have you formed your entity yet? What about state registrations? Do you have a sense of your runway? Have you priced anything?

The agent runs that intake structurally, scores the founder across six dimensions (Entity, Financial, Market, Operational, Brand, Team), and produces three things you can hand to the client at the end of the call: a polished scorecard, a clear verdict (proceed, prepare, or pause), and a memo capturing the conversation and the next steps.

The work that previously took two hours of post-call writing now happens during the call. The client leaves with an artifact. The firm leaves with a billable hour that produced a real deliverable instead of a follow-up promise.

That is what an AI agent looks like when it does its job. Not magic. Not autopilot. A junior associate who is fast, follows instructions, and never forgets to ask the questions.

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And the bundle Agent #61 lives inside is live today

Agent #61 is Phase 1 of the new bundle launching this morning: the New Business Bundle.

Eleven agents, purpose-built for advisors helping new business owners from pre-launch through the first year of monthly operations. The phases trace the engagement:

• Assess — Agent #61, the diagnostic
• Decide — Entity selection (#62), registrations roadmap (#63)
• Set Up — Cash runway (#64), pricing (#65), bookkeeping infrastructure (#66), compliance calendar (#67)
• Acquire — Ideal customer (#68), first 100 customers playbook (#69), quote-invoice-payment infrastructure (#70)
• Operate — Light CFO dashboard (#71) for the monthly check-in

If you advise new business owners — CPAs and bookkeepers who get founder calls regularly, business advisors and fractional CFOs serving early-stage clients, firm-tier practices who want to systematize new-business advisory work, multi-service practitioners who already work with new businesses but lack structure — this is the bundle built for you.

Launch week price: $249. Lifetime access. All future updates included.

→ Get the New Business Bundle

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Why the bundle alone is not enough

This is the part of the conversation that we have not been telling well enough.

The agents in the bundle are designed against common patterns. A founder asking about entity selection has predictable inputs and predictable trade-offs — that is why a single agent can handle most of the conversation. But the moment the founder runs an unusual business model, or your firm has a specific way of presenting recommendations, or your client mix skews toward a single industry with its own quirks — the bundle agent hits a wall.

That wall is not the bundle's fault. It is the wall every off-the-rack tool runs into. The standard Business Launch Readiness Scorecard does not know your firm. The Entity Tax Setup Decision Tree does not know your tone with founders. The Pricing Profit Margin Calculator does not know your COA conventions.

So here is the line that crystallizes the whole offer:

Bundles are the base. Membership is the tailor.

The bundle is the off-the-rack suit. Pro Membership is the tailor. Off-the-rack fits eight out of ten people well enough. The other two need it taken in at the shoulders, the waist, the inseam. That is what membership does. The library hangs in your closet and gets worn most days because it works. Membership is what makes it fit you specifically when it matters.

Three firm profiles buy the combined offer:

1. The Adaptation Play. The firm buys the bundle that maps closest to their work. They run it for a month. They discover one workflow where the agent does 80% of the job and they keep finishing the last 20% by hand. That last 20% is exactly what membership is for. Tier 1 ($39/month) submits and receives the custom agent that closes the gap.
2. The Voice Play. The firm buys the bundle and the work gets done — but the client-facing output reads generic. Client proposals, follow-up emails, advisory memos lose the voice that makes the firm itself. Tier 2 ($79/month) builds voice-adapted versions of the client-facing agents.
3. The Workflow Stitching Play. The firm buys multiple agents that each work on their own, but the firm wants them to hand off cleanly to each other. Three good agents, three handoffs, no connecting tissue. Tier 2 designs the connector agents that thread the workflow together.

Pro Membership has five founding spots remaining at $79/month, locked for life. The founding rate disappears when those spots fill.

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What to do today

If you are watching from the sidelines, today is a good day to step in. Three doors are open:

1. Watch the demo. Free, 8:45, no pitch in the video itself. Just an agent running its workflow. YouTube link
2. Buy the New Business Bundle. $249, launch week price, lifetime access. Build-a-bundle page
3. Reply to me directly. If you advise new businesses, founders, or run a fractional CFO practice — reply with one line about your client mix and I will point you at the right starting agent (free) before you spend a dollar.

Bundles are the base. Membership is the tailor.

That is the line. Today is the day to see what is behind it.

— Yvonne CEO & Founder, Legacy Small Business Consulting LLC CFO, Simple AI

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If you have questions about the bundle, the membership tiers, or the agent library, reply to this post or email yvonne@simpleacademy.ai directly.

Bundles are the base. Membership is the tailor.

The AI for Accounting library has 60 agents that handle the work most firms need to deliver. Bookkeeping, tax, audit, payroll, accounting firm operations, new small business launch. Bundles give you access to the slice that fits your practice. Pro Membership is what closes the gap between the agent that exists in the library and the agent your firm actually runs day to day.

The bundle is the off-the-rack suit. Pro Membership is the tailor.

Off-the-rack fits eight out of ten people well enough. The other two need it taken in at the shoulders or the waist or the inseam. That is what membership does. The library hangs in your closet and gets worn most days because it works. Membership is what makes it fit you specifically when it matters.

Why the bundle alone is not enough

The agents in any bundle are designed against common patterns. Reconcile a bank account. Close the month. Chase missing documents. Generate a client proposal. Those workflows look similar across firms, which is why a bundle works for most buyers.

But your firm is not most firms. Your client mix has its own shape. Your deliverable has its own voice. Your closing sequence has its own quirks. The standard Adjusting Journal Entries agent does not know your books. The Month-End Close Agent does not know your handoff to financial review. The Document Collection Chase does not know your tone with clients.

Bundle adoption hits a wall when the agents almost-fit-but-not-quite. The wall is not the bundle's fault. It is the wall every off-the-shelf tool runs into. Membership exists because there is no other way to get past it.

The three firm profiles that buy the combined offer

The Adaptation Play. The firm buys the bundle that maps closest to their work. They run it for a month. They discover the one workflow where the bundle agent does 80% of the job and they keep finishing the last 20% by hand. That last 20% is what custom agents are for. Bundle for the 80%. Membership Tier 1 ($39 monthly) to submit and build the agent that closes the last 20%.

The Voice Play. The firm buys the bundle for the underlying work but the agent output reads generic. Client-facing deliverables sound like AI generated them, not like the firm wrote them. Bundle for the deliverables. Membership Tier 2 ($79 monthly) to build voice-adapted versions. Proposals that sound like your firm wrote them, not generic AI.

The Workflow Stitching Play. The firm buys multiple agents that each work on their own but the firm wants them to hand off cleanly to each other. Bundle for the agents. Membership Tier 2 to design the connector agents that thread the workflow together. Close into financial review into client report, without re-prepping by hand at every step.

The math that makes the combined offer easy

Bundle pays for itself in one closed engagement. $249 against any client engagement that bills more than $249.

Tier 1 membership pays for itself in two closed engagements per year. $39 monthly is $468 annually. Any firm that does two engagements where a custom agent saves them three hours has covered it.

Tier 2 membership pays for itself in four closed engagements per year. $79 monthly is $948 annually. For firm owners and fractional CFOs, this is the cheapest senior workflow consultant they will ever buy.

Combined investment to put real custom AI into a working firm: roughly $1,200 in year one. Cost of hiring a junior bookkeeper: $50,000. ROI math is not subtle.

Who this is for

Established firms running real client work. Fractional CFOs who need bookkeeping delivered without doing it themselves. Solo practitioners who have a workflow that almost fits but does not match. Firm owners with specific deliverables that bundles approximate but do not nail.

Anyone whose answer to the question "what is the agent that does not exist yet that I would love to have" is specific.

Who this is not for

Buyers who want plug-and-play with zero setup. People testing AI for the first time before committing. Tire-kickers who have not chosen a bundle yet.

If you cannot articulate the gap, the bundle by itself is the right step first. You graduate to membership later.

What to do next

If you already have a bundle, look at one workflow this week where the agent is almost-but-not-quite right for how your firm operates. That gap is your first membership build.

If you have not picked a bundle yet, pick one. Start there. Let it sit for two or three weeks. The gap you discover will tell you exactly what membership should build first.

Pro Membership has five founding spots remaining. Founding rate locks for life. $39 or $79 monthly.

15-minute conversation: https://calendly.com/legacysbcllc/15min Pro Membership signup: https://aiaccounting.legacysbc.com/pro-membership

Yvonne Razo Legacy SBC · AI for Accounting

The library moves now.

There are now six ways into the library, with a clear path to expand later. Whether you want to test one agent for $25 or grab the full library at $799, the path is built. And a new bundle drops every Friday from here.

Here's the new lay of the land.

Free Community. Private Facebook group for firm operators. 340+ members. Friday Zoom demo at noon Central, 30 minutes, on your lunch. No credit card. aiaccounting.legacysbc.com/community

Free Single Agent. Pick any one of the 83 agents in the library. Lands in your inbox with the how-to-use companion email. aiaccounting.legacysbc.com/claim-agent

À La Carte at $25. One agent. Test the workflow before committing to a bundle. Pick whichever solves your worst weekly headache. aiaccounting.legacysbc.com/build-a-bundle

5-Pack Starter at $99. Any five agents you choose. Saves $26 versus à la carte. Cross multiple pain areas. aiaccounting.legacysbc.com/build-a-bundle

Pro Bundle at $249 one-time. Themed bundle of 11 to 21 agents. Lifetime access. Six bundles to choose from: Bookkeepers, Tax, Client Onboarding, Accounting Firm, Audit / Review / Quality, and New Small Business launching this Friday May 29. Payroll Bundle launches Friday June 5. aiaccounting.legacysbc.com/pro-bundles

Agents Only at $799 one-time. The full library across all bundles. 83 agents today. Every future Friday drop in every bundle, included. Self-paced, no subscription. aiaccounting.legacysbc.com/agents-only

Workshop at $899 one-time. Four live Wednesdays in June with me. One Pro Bundle of your choice. A 15-minute one-on-one call. Replays included. For firms ready to deploy AI as a strategic capability. aiaccounting.legacysbc.com/workshop

Pro Membership at $39 or $79 per month. Custom agents built for your firm's actual workflow every month. 48-business-hour SLA. Submit Your Idea at $39 monthly (returns to $59). Build with Yvonne at $79 monthly (returns to $99) with two live 15-minute sessions with me each month. Both tiers include one Pro Bundle and the monthly Workflow Lab. Founding rate locks for life. Five founding spots left. aiaccounting.legacysbc.com/pro-membership

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The Friday drop cadence.

A new bundle drops every Friday from here forward.

When we add new agents to an existing bundle on a Friday drop, the buyers of that specific bundle get them free, automatically.

If you own the Bookkeepers Bundle, every future Bookkeepers Bundle agent is yours. If you own the Audit Bundle, every future Audit Bundle agent is yours. The Bookkeepers Bundle started at 9 agents and is now at 13. The Audit Bundle started as a teaser and is now 12 agents. Existing buyers in those bundles received the additions free as we built them.

Pay once for your bundle. Get more in that bundle forever.

If you want every future agent across every bundle, that's what Agents Only at $799 is for. One purchase, every Friday drop in every bundle, forever.

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This Friday, May 29: New Small Business Bundle goes public. Eleven agents purpose-built for new firms and pre-firms. Launch readiness, entity setup, cash runway, pricing, customer acquisition, light CFO dashboard. If you advise new business owners, this is the bundle.

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Want to see every option walked through in 7 minutes? I made a video for exactly this. https://youtu.be/LO84cl_wiGk

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Where to go next:

Want to test one agent before committing? $25 à la carte or $99 for any 5. aiaccounting.legacysbc.com/build-a-bundle

Know which service area you want? Pick a themed bundle at $249, lifetime access, every future agent in that bundle free. aiaccounting.legacysbc.com/pro-bundles

Want every bundle plus every future Friday drop? Agents Only at $799. aiaccounting.legacysbc.com/agents-only

Want ongoing custom builds? Pro Membership $39 or $79 monthly. Founding rate locks for life, 5 spots left. aiaccounting.legacysbc.com/pro-membership

Whichever rung you start on, the library grows with you from here.

. Yvonne Legacy SBC · AI for Accounting

Last day. The Memorial Day offer ends tonight.

Quick post. The Memorial Day weekend offer closes at end of day today, Tuesday May 26.

If you've been thinking about it since yesterday's email or Friday's Agent #50 demo, this is the window.

$249 = all 57 AI agents. Buy any one bundle. Receive the full library of 57. Five bundles to choose from. Bookkeepers (13 agents), Tax (11), Client Onboarding (11), Accounting Firm (13), Audit / Review / Quality (12). The agents in your chosen bundle tag to your account immediately. The rest of the library arrives via manual delivery within 24 hours.

After tonight, $249 returns to that bundle's agents only.

Claim before tonight: https://aiaccounting.legacysbc.com/pro-bundles

Want to see the product working before you buy?

Both Workflow Lab videos are permanently hosted on YouTube. 11 to 13 minutes each, no signup, no commitment.

Lab #1 · Agent #28 Bank Reconciliation: https://youtu.be/2MZL7bQmKlw

Lab #2 · Agent #50 Document Collection Chase: https://youtu.be/5PPvMi34tLo

If today isn't the day, doors stay open.

Free community: https://aiaccounting.legacysbc.com/community

Free agent: https://aiaccounting.legacysbc.com/claim-agent

Whichever way you go today, glad you're here.

. Yvonne Legacy SBC · AI for Accounting