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

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

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

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

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

This offer ends tonight.

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

Yvonne, AI for Accounting

From Legacy SBC to AI for Accounting: My Story

People ask me how a tax and accounting firm ended up building AI agents. The honest answer is that it never felt like a leap. It felt like the next, most natural way to do the thing I've been doing my whole life: help businesses understand themselves and grow.

It started with a frustration

I've been in this industry since I was sixteen years old. I'm fifty-two now — that's thirty-six years of tax seasons, payroll runs, and sitting across the table from business owners trying to make sense of their numbers. Thirty-six years is long enough to see the patterns, learn what actually works, and notice what the profession keeps getting wrong.

By 2017, I'd seen enough of how the big-firm world works to know what bothered me most: the small and medium-size businesses — the ones who needed help the most — often couldn't even get a meeting. They'd get turned away because they weren't big enough, didn't have an accounting department, didn't have "departments" at all. They were doing everything themselves, usually managing the whole operation off of one number: the balance in their bank account.

That frustration is why I started Legacy SBC. I wanted to build the firm that would take the call. The one that sits down with the business owner who's just getting off the ground, helps them understand their real strengths, and is honest with them about their weaknesses so they can actually fix them.

My mom always told me I should have been a teacher. I think she was right — I just teach through accounting. To this day, the thing I tell clients more than anything else is simple: don't run your business off your bank account. Your bank balance doesn't tell you whether you're profitable, whether you can make payroll next quarter, or whether that "good month" was real. Numbers, understood properly, tell you the truth. My job is to make sure you can read them.

Building something that lasts

I ran Legacy SBC on my own for about a year before we started to grow. And we grew the best way you can grow — entirely by word of mouth. No gimmicks. Just clients who felt genuinely helped and told other people.

Today we're a team, and I'm proud of something not many firms can say: no employee has ever left Legacy SBC. We have bookkeepers and payroll staff who've been with me for the long haul. The one thing I've never handed off is the tax work — the firm carries my name, so I've always been the tax department myself.

The other thing that's stayed constant is how we treat value. We bundle services and give things away because the point is to help, not to nickel-and-dime. If we prepare your tax return, your tax planning is included — free. That's not a loss leader. That's the whole philosophy: help first, and the business takes care of itself.

I love watching a business grow. I love solving the problem nobody else could untangle. And I love that this work forces me to keep learning, because the moment you stop learning in this field, you start falling behind.

The light-bulb moment

That last part — the constant learning — is what changed everything.

Early in the AI transformation, I had the good fortune to meet an incredible business owner who ran an AI company. I got to learn from someone at the front edge of all this, and I started building AI tools to transform Legacy SBC itself — tools I built with my own hands, for my own firm, to solve the exact problems I'd been solving manually for years.

And then it hit me. This was the light-bulb moment. If these tools could give my firm this kind of leverage — more time, fewer errors, faster answers for clients — then they could do the same for other accountants and other small businesses who were stuck exactly where I'd been. The people getting turned away. The teams of one. The owners drowning in work they shouldn't have to do by hand.

I didn't want to keep that quietly to myself. Teaching it forward was the point.

What AI for Accounting is

So that's what AI for Accounting became: the same mission I started with in 2017, built for a new era.

We do it a little differently than most. Yes, we sell a product — but we also support the person who buys it. Every Friday we release a new AI agent bundle and a fresh demo of one of our existing agents, because the whole thing runs on education. We don't just hand you a tool and disappear. We stick around to help you integrate it into the system you already use. We offer what we've already built, and we'll build something specifically for you. We even teach classes so you can learn to do it yourself.

And go ahead — check our prices. We beat everyone. Not because we're cutting corners, but because the goal was never to extract the most money from you. It was to put real capability in the hands of the businesses and accountants who've been overlooked for too long.

The thread that ties it together

When I look back, Legacy SBC and AI for Accounting aren't two separate chapters. They're the same story.

A sixteen-year-old who fell in love with the work. A firm built for the people the big firms wouldn't see. A teacher at heart who believes you can't grow what you don't understand. And now, after thirty-six years in this field, a set of tools that lets me do all of that for far more people than one tax department ever could.

That's what I want you to know about these AI agents: they aren't shortcuts dreamed up by someone new to the field. They're built on thirty-six years of doing this work by hand, knowing exactly where the time goes and where the mistakes hide.

I'm still learning. I'm still solving problems. I'm still watching businesses grow — only now there are a lot more of them.

If any of that resonates with you, I'd love to have you follow along. We're just getting started.

— Yvonne

What Turns a P&L Into Advice (and why it matters by noon today)

The report tells them what happened. A CFO tells them what to do.

Most monthly reports do one job well: they tell a business owner what already happened. Revenue was this. Expenses were that. Here is your net income. All true, all backward-looking, and all of it landing on someone who is trying to decide what to do next month, not relive last month.

That gap, between what happened and what to do about it, is the whole difference between a bookkeeper and an advisor. It is also the exact gap I want to show you how to close, because this week I built an agent that does it, and at noon today I am running it live.

What Agent #71 actually produces

Agent #71 is the Light CFO Dashboard. You feed it a clean profit and loss statement, and it gives back the monthly review a small business owner can actually read and act on:

• A headline number that says how the month really went, in one line.
• A trend snapshot so this month is read in the context of the last few, not in isolation.
• The cash position, because profit and cash are not the same thing and owners feel the difference.
• Plain-English CFO commentary that explains what the numbers mean, without the jargon.
• The top three actions for the next 30 days, so the client leaves with a to-do list, not just a chart.

In my demo I run it end to end for a fictional client, Marcus Reyes, on his May numbers. Eleven minutes, start to finish, from a raw P&L to a deliverable he would actually pay for.

Why this is the agent I keep pointing people to

Because it is the clearest example of what this whole library is really about. The agents do the work, but alongside them you learn the thinking behind a CFO-grade deliverable. Run the dashboard a few times and you stop copying its output and start seeing how a CFO reads a month. That is how a bookkeeper sharpens into an advisor, and how a controller grows toward the CFO seat. The agent is the curriculum. Your client work is the lab.

And there is no new software to learn. Every agent is a styled page with a prompt you copy, so it runs in whatever tool you already use: ChatGPT, Claude, Microsoft Copilot, or Gemini. Nothing to install, nothing new to subscribe to.

Two things happening at noon Central today

First, I am running Agent #71 live and launching a new bundle at the same time. If you would rather see it worked through in real time than watch the recording, this is the session to join.

Second, founding pricing closes at noon today. After that the rate goes up and does not come back. Bundles are $249 each for lifetime access, the full five-bundle pack is $799 one time, and Pro Membership, where we tailor the agents to your firm and build a real deliverable together each month, is open at its founding rate until the clock runs out. Lock a founding spot before noon and your rate is frozen for good, even after it rises for everyone who arrives later.

Register for the live demo and new bundle launch (noon Central): https://us02web.zoom.us/meeting/register/88BF2OrbRmaow1zWs-zdMw Prefer the recording? Watch the 11-minute walkthrough: https://youtu.be/zA9FkpHrapQ Want to try one first, free? Claim a free agent: https://aiaccounting.legacysbc.com/claim-agent

If you do one thing this morning

Watch the dashboard turn a P&L into advice, then decide. Claim a free agent and run it on a real file. Grab the bundle that fits your practice. Or step into membership and we will start tailoring the agents to your firm this month. Whichever door is yours, the founding rate is only yours until noon.

Bundles are the base. Membership is the tailor.

See the bundles: https://aiaccounting.legacysbc.com/pro-bundles Lock the founding rate on membership: https://aiaccounting.legacysbc.com/pro-membership Not sure which fits? Grab 15 minutes: https://calendly.com/legacysbcllc/15min

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

Five Doors, One Deadline: How People Are Actually Using This

Every week I get some version of the same question: "This looks great, but where do I start?"

It's a fair question, and the honest answer surprises people. There is no single right way in. The folks getting the most out of this came through five completely different doors, and every one of them works. Some tested a free agent for a week first. Some bought one bundle and ran with it. One fractional CFO went all the way to membership in a single afternoon. None of them were wrong.

So instead of telling you what to do, here's what people are actually doing. Find the door that sounds like you.

Door 1: Test-drive a free agent

This is the cautious, smart start, and there's no shame in it. You claim one agent of your choice, point it at real work this week, and watch it earn its keep before you spend a dollar.

A bookkeeper claims the bank reconciliation agent and runs it against a messy client file. A new-business advisor claims the Launch Readiness Scorecard and walks a startup client through it on a call. By the time the free agent has paid for an hour of their time, the decision about what comes next makes itself.

A lot of today's members started exactly here. The free agent isn't a teaser. It's the proof.

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

Door 2: Grab the bundle for your kind of firm

Some people already know what they do all day, so they skip straight to the working stack for it. That's what the Pro Bundles are: a curated set of agents built around one type of practice.

Bookkeepers, tax, client onboarding, firm operations, audit and review, new small business. Each bundle is $249, lifetime access. You buy the one that matches your work and put it to use Monday morning. No subscription, no waiting. The shelf gets you about 80% of the way, and for a lot of firms that 80% is exactly what was eating their week.

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

Door 3: Take the whole shelf

Then there are the firms that don't want to guess which bundle they'll need next.

A tax practice is doing this right now: the 5-bundle pack for $799 one-time (each bundle is $249 on its own, so five for $799 is the move), so the entire library sits on the shelf and nothing is missing when a client need shows up. Tax season hits, an onboarding question lands, a new-business client signs, and the agent for it is already there.

This is the "I'd rather own the toolbox than borrow one wrench at a time" door. For a growing firm, it usually is.

Get the 5-bundle pack ($799): https://aiaccounting.legacysbc.com/agents-only

Door 4: Bring in a tailor with membership

Here's the line that matters most: bundles are the base, membership is the tailor.

The bundle is a brilliant off-the-rack suit. It fits most people most of the time. But your firm has a weird close, a specific client mix, a voice, a way you actually work. Membership is where we take those agents in at the seams until they fit you exactly.

It starts at $39/month (Submit Your Idea), which includes a bundle of your choice plus builds every month. At $79/month (Build with Me), you also get a live build-and-review session with me each month, where we make a real CFO-grade deliverable together and you learn the thinking behind it.

Last week a fractional CFO bought a bundle, used it, and stepped into membership inside of one day so we could start molding the agents to his firm. He wasn't special. He just saw that the base was good and the tailoring was where it became his.

Compare membership tiers: https://aiaccounting.legacysbc.com/pro-membership#tiers

Door 5: Treat it as continued education

This last door is for the finance professionals, and it might be the most valuable one.

The finance seat is changing fast. What a controller, an FP&A lead, eventually a CFO actually does day to day is being rewritten by AI right now. You can scramble to catch up later, or get ahead of it on purpose.

Membership doubles as your classroom. Each month you walk away with a real deliverable and the AI fluency the industry now expects. It's how a controller sharpens into a CFO. The agents are the curriculum; the monthly build is the lab.

The one thing all five doors have in common

They all close at the same price on Friday.

The founding rate goes away at the end of this week and does not come back. Membership steps from $39 to $59 and from $79 to $99, and the 5-bundle pack moves up too. Lock a founding spot before Friday and your rate is frozen for life, even after it rises for everyone who shows up later. Same product, later timestamp, higher bill. That's the whole difference.

So pick your door. Test a free agent, grab your bundle, take the whole shelf, bring in the tailor, or enroll yourself in the education. Any of them is right. The only wrong move is letting the tab close before Friday.

Lock your founding rate: https://aiaccounting.legacysbc.com/pro-membership Take the whole shelf (5-bundle pack, $799): https://aiaccounting.legacysbc.com/agents-only Not sure which door is yours? Grab 15 minutes and I'll point you to it: https://calendly.com/legacysbcllc/15min

New this week: the Agent #71 Light CFO Dashboard walkthrough is up. It's the monthly advisory deliverable in action. Watch it here: https://youtu.be/zA9FkpHrapQ

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

Tick, Tock: On Friday, This Price Turns Into a Pumpkin

    

Let's be honest about how this usually goes.

You got the email. You opened it — you and about 94% of the list, which means you're clearly curious. You read the part about a $249 bundle being included in a $39/month membership, you nodded, you thought "yeah, that's a good deal, I should do that," and then a client emailed, the phone rang, lunch happened, and the tab quietly closed.

No judgment. That is the natural habitat of a good decision: a browser tab, left open, slowly being forgotten.

So this is the friendly poke. Because the founding rate doesn't care how busy your week is — and it closes Friday.

What actually happens Friday

At the end of this week, the founding pricing goes away and doesn't come back:

• 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 is frozen for life — even after it rises for everyone who shows up later. Wait until Saturday and the identical membership costs you $240 more a year. Every year. Same product. Later timestamp. Higher bill. That's the entire difference.

Cinderella's coach was a pumpkin again at midnight. Same energy here, just with better margins.

The math that made you nod in the first place

In case the tab really did close before you got to it:

A Pro Bundle — the working set of AI agents for your kind of firm — is $249 on its own. Fair price; it does real work every week.

But membership includes the bundle of your choice and starts at $39/month. So for less than the bundle costs one time, you get the bundle and a tailor on call every month — someone whose entire job is adapting those agents to your firm, your clients, your voice, the weird way your close actually works.

Bundles are the base. Membership is the tailor. The shelf gets you 80% of the way; the monthly builds close the last 20% that's uniquely yours.

"Does anyone actually do this?"

Yes. Last week a fractional CFO bought a bundle, used it, and stepped into membership inside of one day so we could tailor the agents to his firm. He locked the founding rate while it was still open. He's not special — he just didn't let the tab close.

The only thing left to do

You already did the hard part: you decided it was a good idea. All that's left is doing it before the clock runs out.

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

Still not sure which bundle fits? Reply, or grab 15 minutes with me — https://calendly.com/legacysbcllc/15min — and I'll point you at the right one. Before midnight. Before the pumpkin.

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

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