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.
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.
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.
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:
- 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.
- 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.
- 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.
What to do today
If you are watching from the sidelines, today is a good day to step in. Three doors are open:
- Watch the demo. Free, 8:45, no pitch in the video itself. Just an agent running its workflow. YouTube link
- Buy the New Business Bundle. $249, launch week price, lifetime access. Build-a-bundle page
- 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
If you have questions about the bundle, the membership tiers, or the agent library, reply to this post or email yvonne@simpleacademy.ai directly.
