A Full Free Week of AI — On Me. Not an Hour. A Week.

Let me say this plainly, because I believe it: I am so sure you need this, want this, and can use this — that I am giving you a full free week of AI training. Not a one-hour workshop. A week.

Here is what happened. We had a free workshop on the calendar for this Friday, and the response was so big it caught me off guard. So I made a decision. Instead of giving you sixty minutes and sending you on your way, I am giving you five days. Friday's workshop is cancelled, and everyone is coming to the free week instead. Because an hour can show you what is possible. A week can actually change how you work.

Why this is a big deal right now

And here is the shift I want you to hear clearly: this is not just about accounting anymore. It is for everyone, and their teams. However you work, whatever you do, wherever your team spends its hours — AI has gone from a curiosity to the single biggest lever available to you. The world moved faster, expectations went up, and the people who learn to use this now are not just saving time — they are building a different kind of business, a different kind of career, a different kind of day.

That is the opportunity, and it is genuinely rare: a real, structured, no-cost chance to learn it, understand it, and grow with it — you and your people together — guided live, with folks at every level right there in the room with you.

Week 1 started yesterday, and the clarity it is already giving the people who joined is honestly unreal. That is not marketing language. That is what happens when you stop reading about AI and start building with it.

The transformation, in three steps

This is not a demo you watch. It is a path you walk. Here is the shape of it:

Step 1 of 3 — Train You and Your People. Start with the fundamentals and get fluent. You and your team learn what AI can actually do, in plain accounting language, so the mystery disappears and the confidence shows up.

Step 2 of 3 — Build Operating Loops. This is where it gets real. You build the repeatable systems — the loops — that run the work for you, again and again, without you doing it by hand each time.

Step 3 of 3 — Run the Transformation Plan. You put it to work in your own practice or business, and you leave with a plan you are already executing, not a folder of notes you will never open.

Train. Build. Run. That is how an hour of curiosity becomes a practice that operates differently.

What you actually get

Live sessions every single day, led by AI guru Steve Cunningham, who runs the room and walks you through it in real time. Real AI agents on real work — the actual tasks you and your team do every day, not theory. And here is the part people do not quite believe until they see it: you keep one free AI agent for every day you show up live, up to five for the week. No cost. No card. Nothing that renews. You walk away with working tools and a new skill, whether you continue with us or not.

And if you genuinely cannot do it yourself? Send someone. A team member, a business partner, a right-hand person — anyone whose work would be better with this. This is built for teams, and the person you send will come back with something the whole operation benefits from.

Pick your week

Week 1 (August 10–14) is FULL — it filled so fast that we opened two more weeks. Pick whichever fits your schedule:

• August 17–21
• August 24–28

Claim your full free week here: https://humansplusagents.ai/legacy-sbc-aia

I would grab your spot now — these are filling quickly, and when a week is full, it is full until the next round.

One more thing

If you want to keep going after the week, our free community is where the trainings, replays, and everything new lives — and members get 50% off every AIA product we build: https://aiaccounting.legacysbc.com/community

But start with the week. It is free, it is five days, and I built it because I am certain it is worth your time.

Learn it. Understand it. Grow with it. I will see you in the room.

Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy Co-founder of AI for Accounting

 

5 Things Accountants Get Wrong About AI (Come See for Yourself Friday)

Most people who skip an AI workshop do not skip it because they are not curious. They skip it because somewhere in the back of their mind is a quiet doubt: this probably is not for me, or my firm, or my clients.

I hear those doubts all the time, and honestly, most of them are reasonable. So instead of telling you AI is amazing, let me name the five things I hear most, tell you what is actually true, and then invite you to watch the real thing in action this Friday.

Myth 1: "AI is going to replace accountants."

This is the big one, so let me be direct. AI is very good at the repetitive, rules-based parts of the work, categorizing transactions, chasing documents, reconciling accounts, drafting the same emails. It is not good at judgment, relationships, or standing behind a number in front of a client or the IRS.

What actually happens is not replacement, it is subtraction of the busywork. The accountants who learn this are not losing their jobs, they are losing the tasks they never liked and taking on more clients or better advisory work with the time they get back. The ones at risk are not the ones who use AI. They are the ones who compete against people who do.

Myth 2: "It is too technical for me."

If you can write a clear email describing what you want, you can run an AI agent. That is genuinely the skill. You are not coding, you are delegating, the same way you would brief a new team member, except this one works in seconds and never gets tired.

The reason it feels technical is that most of what you have seen was built by technical people for technical people. Watch it once in plain accounting language and the mystery evaporates. That is a big part of what Friday is for.

Myth 3: "It makes mistakes, so I cannot trust it."

It can, and this is a fair concern, not a myth to wave away. AI will occasionally get something wrong, which is exactly why you never hand it the judgment calls.

The right model is simple: AI does the typing, you make the decisions. A good agent drafts, sorts, extracts, and reconciles, and then you review, the same way you would review a staffer's work. You stay the professional. It just gets you to the review step in a fraction of the time.

Myth 4: "My client data is not safe."

Also a legitimate concern, and one you should take seriously. The answer is not to avoid AI, it is to use it correctly, with the right tools, the right settings, and clear rules about what data goes where. Data security was a real question when firms moved to the cloud too, and the profession worked out how to do it responsibly. This is the same story.

We talk about exactly this at the workshop, because pretending the concern does not exist helps no one.

Myth 5: "It is expensive, and I am not ready to invest."

You do not need to spend a dollar to find out whether this is for you. You can claim a free AI agent today, join a free community, and come to a free workshop, all before you have opened your wallet. Start where the risk is zero, and only invest once you have seen the value with your own eyes.

So come see it with your own eyes, Friday.

The fastest way past a doubt is to watch the thing actually work. That is the whole idea behind our free live workshop.

Friday, August 14 at 11:00 AM CST, hosted with AI guru Steve Cunningham. We will run real AI agents on real accounting work, live, show you where AI fits and where it does not, and send you off with steps you can use on Monday. It is completely free, and everyone who registers gets the replay.

Save your free seat here: https://us02web.zoom.us/meeting/register/-FWjx8abS9qZ0fmssBubvg

And if you want to start before Friday, at zero cost:

• Claim a free AI agent and try it yourself: https://aiaccounting.legacysbc.com/claim-agent
• Join our free community, where the trainings and replays live and members get 50% off anything AIA builds: https://aiaccounting.legacysbc.com/community

Bring your doubts. Bring your questions. That is exactly the room this is built for, whether you are an accountant, a bookkeeper, a tax pro, or a business owner.

See you Friday,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy Co-founder of AI for Accounting

 

Learn, Receive, Implement: Why This Free AI Week Is for You

There is a lot of noise about AI right now, and not much that tells you what to actually do with it. So let me be direct.

This month we are running a free week of AI training, August 10–14. Live sessions every day. And here is the part people do not quite believe until they see it: you get one free AI agent for every day you show up live, up to five for the week. No cost, no card, nothing that renews.

Whether you keep the books, run a business, or want to build a career helping others with AI, there is a reason for you to be in that room. Here are the three big ones.

If you do accounting or bookkeeping

AI is not coming for your work. It is coming for the parts of your work you already dislike.

Think about where your hours actually go: chasing documents from clients, re-keying data, reconciling the same accounts every month, formatting reports, drafting the same client emails you have written a hundred times. None of that is why you got into this profession, and all of it is exactly what a well-built AI agent handles in minutes.

What that gives you back is not just time. It is capacity. The same practice, the same hours, but suddenly you can take on more clients, or serve the ones you have far better, or finally do the advisory work that actually pays. The firms pulling ahead right now are not the ones with the most staff. They are the ones whose people have learned to run AI instead of doing everything by hand.

The catch is that reading about AI does almost nothing. You have to build something, once, with your own hands, before it clicks. That is what this week is for.

If you own a business

You do not need to become a technical person to get real value from AI. You need to understand what it can take off your plate, and how to point it at the right problems.

Most business owners are sitting on hours of repeatable work every week: quotes and proposals, invoice follow-ups, customer replies, scheduling, summarizing numbers they do not have time to read. An AI agent can carry a surprising amount of that, and once you have seen one work, you start spotting opportunities everywhere.

Come to the week and you will leave understanding your own operation better, with at least one agent already working for you. Even if you only catch a single session, you walk away with a tool you keep. That is a good trade for an hour.

If you want to become an AI consultant

This is the opportunity almost nobody is talking about yet.

Every business owner and every firm you know is about to need help figuring this out. The demand is enormous and the supply of people who can actually build and implement is tiny. That gap is a career, and it is wide open right now.

You do not need a computer-science background. You need to be able to understand a business problem, build an agent that solves it, and show someone how to use it. That is a learnable skill, and this week teaches it from the ground up. You go from using AI to building and delivering it, which is exactly the jump that turns curiosity into income.

Learn. Receive. Implement.

That is the whole shape of the week, and it is why it works.

You learn in live sessions each day, from the fundamentals to building your own agent. You receive a free AI agent for every day you show up live, up to five, so you leave with real tools, not just notes. And you implement: you put what you built to work for you, your business, and even your life, while it is still fresh.

Most training gives you the first one and stops. This gives you all three.

Join us this month

The free AI week runs August 10–14, with live sessions every day. Registration closes today, Friday, August 7 at 5:00 PM ET — so if you have been thinking about it, this is the moment.

Claim your free week here: https://humansplusagents.ai/legacy-sbc-aia/free-week

Prefer to start smaller? A few no-deadline ways in:

• Grab a free AI agent right now, on us: https://aiaccounting.legacysbc.com/claim-agent
• Come to our next free live workshop, Friday, August 14 at 11:00 AM CST: https://us02web.zoom.us/meeting/register/-FWjx8abS9qZ0fmssBubvg
• Join our free AI for Accounting community, where the trainings and replays live, and members get 50% off every AIA product: https://aiaccounting.legacysbc.com/community

Wherever you start, start. The head start is still available, but it does not stay a head start for long.

Learn, receive, implement. I will see you in the room.

Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy Co-founder of AI for Accounting

Final Two Days: The Free Week Closes Friday

 

This is your last call. Registration for our free training week closes Friday, August 7 at 5:00 PM ET. After that, the door is shut until the next round.

If you have been on the fence, here is the short version of what you would be saying yes to.

One free week. Two programs. August 10–14.

Workflow Black Belt — recorded and yours the moment you register, so you learn at your own pace and spot exactly which parts of your practice AI should run.

Agent Black Belt — live sessions every day plus a Friday Ask Me Anything. This is the hands-on part, where you go from using an AI agent to building and running your own.

Together they take you from "I have a free agent" to "I am the operator." That is the whole point.

Genuinely free. Decide at the end.

There is no catch. At the close of the week you decide whether to keep going. Nothing renews, nothing is charged unless you choose to continue. Keep neither, and it costs you nothing but a week of your attention.

So the only real question is whether you will give one week to a skill that changes how you work.

Two days. A handful of spots.

Only a few seats are left in this cohort, and they go first come, first served. When registration closes Friday at 5:00 PM ET, that is it.

Claim your free week here: https://humansplusagents.ai/legacy-sbc-aia/free-week

Not ready for the full week?

Meet the agents first, no deadline on these:

Join our free AI for Accounting community, where the training, replays, and next workshops live, and members get 50% off every AIA product: https://aiaccounting.legacysbc.com/community
And come to our next free live workshop, Friday, August 14 at 11:00 AM CST: https://us02web.zoom.us/meeting/register/-FWjx8abS9qZ0fmssBubvg

But the free week? That closes Friday. Do not let it pass.

Register here: https://humansplusagents.ai/legacy-sbc-aia/free-week

Warmly,
Yvonne
Founder and CEO of Legacy Small Business Consulting
CFO of Simple Academy
yvonne@simpleacademy.ai

P.S. — A personal note. I am registering for this one myself. I learn something new every single time, and I mean that. Almost no one offers something for free and then actually delivers this much value in the room. Do not miss out. And never stop being a student, that is the whole secret.

Get Your AI Black Belt, Free (One Week Only)

 

Get Your AI Black Belt, Free (One Week Only)

Maybe you have already grabbed one of our free AI agents. You ran it once, watched it do in a minute what usually eats an afternoon, and thought, "okay, that is real." Good. That is the on-ramp.

This is the deep end. And for one week, August 10 through 14, we are opening it up completely free.

Here is the honest truth about AI in accounting: one agent saves you an hour. Knowing how to build and run them changes your whole practice. The people pulling ahead right now are not the ones with the most tools, they are the ones who understand the system, who can look at any messy, repetitive part of their work and think, "I can hand that off." That skill is learnable. This is where you learn it.

One free week. Two programs. Register once.

In partnership with AI guru Steve Cunningham, we are giving our people free access to a full training week. Two programs, one registration.

Workflow Black Belt. Recorded and available the moment you register, so you can work at your own pace all week. This is where you learn to see your practice as a set of workflows and spot exactly which ones AI should be running.

Agent Black Belt. This one is live, Monday through Friday, with a real session each day and an Ask Me Anything to close the week. This is the hands-on part, where you go from using an agent someone else built to building and running your own. Because it is live, there is no replay, you have to be in the room, which is exactly what makes it work.

Together, they take you from "I have a free agent" to "I am the operator." That is the black belt.

The best part: keep it only if you want to

Here is what makes this easy to say yes to. At the end of the week, you decide. Keep going if you loved it, walk away if the timing is not right. Nothing renews automatically, nothing is charged unless you choose to continue. Access simply closes at the end and that is that.

So the downside is a week of your attention. The upside is a genuinely new skill and a different relationship with your own workload. That is a trade worth making.

The details

This is the August 10 through 14, 2026 cohort. Register by Friday, August 7 at 5:00 PM ET, and your access runs through Friday, August 14. The live Agent Black Belt sessions run each afternoon that week.

There are only 8 spots left in this cohort, and they are first come, first served. When they are gone, they are gone until the next round.

Claim your free week here: https://humansplusagents.ai/legacy-sbc-aia/free-week

Not ready for the deep end yet? Start smaller.

If a full week feels like a lot right now, no problem, meet the agents first.

• Grab a free AI agent and see what one can do: https://aiaccounting.legacysbc.com/claim-agent
• Join our free AI for Accounting community, where the training, the replays, and the next workshops all live, and where members get 50% off every AIA product: https://aiaccounting.legacysbc.com/community
• And come to our next free live workshop, Friday, August 14 at 11:00 AM CST: https://us02web.zoom.us/meeting/register/-FWjx8abS9qZ0fmssBubvg

Wherever you start, start. The firms that win the next few years are the ones building the skill now, while it is still a head start and not table stakes.

A free agent gets your foot in the door. A free week gets you the black belt. Eight spots, one week, no risk. I would grab one.

Register here: https://humansplusagents.ai/legacy-sbc-aia/free-week

Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy yvonne@simpleacademy.ai

 

How We Added Nearly 1,200 Meaningful Connections in Six Weeks

We love to share actual case studies, real results from the tools we build and use ourselves, not theory or hype. This is one of them.

Everyone tells you to "network on LinkedIn." Most of what that turns into is noise: copy-paste pitches, connect-and-blast spam, and a growing pile of contacts you will never talk to. We wanted the opposite. So we ran a real system on our own list, and in about six weeks we added nearly 1,200 new connections, growing our network to more than 5,800 strong.

Not random ones. Bookkeepers, CPAs, tax professionals, CFOs, firm owners, and genuine peers. The exact people we serve and partner with. And they did not just pile up in a number, they turned into real conversations, community members, free-agent claims, booked calls, and a handful of partnership discussions.

Here is exactly how we did it, and how you can do the same.

The method, step by step

The whole thing runs on a simple idea: the right message, to the right person, sent like a human. Here is the system.

1. Segment first. Not every connection is the same, so we do not talk to them the same way. We split the list into clear groups: CFOs and controllers, bookkeepers, CPAs and accountants, tax pros, small business owners, and peers or vendors who are not buyers but might be partners.

2. Write a tailored opener for each group. A bookkeeper drowning in cleanups does not want the same message as a firm owner who cannot hire fast enough, or a peer you would love to collaborate with. Each segment gets an opener written for their world.

3. Personalize every single message. Before anything goes out, we reference something real from the person's profile, their firm, their focus, where they are based. It takes seconds and it changes everything. People can tell the difference between "Hi there, check out my thing" and "I saw you run a nonprofit bookkeeping practice."

4. Lead with a no-pressure on-ramp, not a pitch. Every message offers something genuinely useful and free: join a community, claim a free AI agent, come to a free workshop. No hard sell. The links go in the follow-up, not the opener.

5. Track every touch, and keep it personal. We log who we have reached, cap the daily volume so it never feels like a blast, and handle every reply the same day with a real response, not a bot.

Why "meaningful" beats "more"

Anyone can add a thousand random connections. That is a vanity number. What made these nearly 1,200 different is that they were the right people, reached in a way that earned a reply.

Because the openers were tailored and personal, people actually responded. Those replies became community members. Community members claimed free agents. Some booked calls. Several of those calls were partnership conversations with people whose businesses fit alongside ours. That is the difference between "connections" and a pipeline.

The part nobody measures: your name gets out there

Here is the benefit that does not show up in any single metric. Every personalized message, every reply, every "great to be connected" put our name in front of the exact audience we want to reach, day after day after day.

That is targeted, consistent visibility with the precise people who could become clients, partners, or referral sources. With a network now more than 5,800 connections deep, that reach compounds every single day. The more of the right people who know your name and associate it with something genuinely helpful, the more everything else works: your posts, your workshops, your offers. You cannot buy that kind of reach in a way that actually lands.

The best part: AI does the heavy lifting

Segmenting a list of thousands, writing a tailored opener for every audience, personalizing each message, tracking every touch, drafting the right reply. Done by hand, that is a full-time job. Done with AI, it is an afternoon of setup and a few focused minutes a day.

This is exactly what our LinkedIn Connection Engine (Agent #99) does. It is the same outreach system we run on our own list, packaged for yours. You bring your LinkedIn connections export, answer a few questions about your firm and how you like to work, and it builds you a segmentation plan, ready-to-send openers for each audience, new-connection intros, inbound-reply playbooks, and a master prompt you can run on your real list.

You bring the judgment and the warmth. The agent does the rest.

And here is the part that still surprises people: the agent that runs this entire system costs twenty-five dollars, one time. Not a subscription, not per seat, not per month. Twenty-five dollars, once. Nearly 1,200 targeted connections, a pipeline of real conversations, and a name that keeps landing in front of the right people, all from a tool that costs less than lunch for the team.

AI does the typing. You make the judgment calls.

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Want to run this on your own connections?

• Get the LinkedIn Connection Engine (Agent #99) a la carte, just $25 one-time: https://aiaccounting.legacysbc.com/build-a-bundle
• Or browse the full library and bundles: https://aiaccounting.legacysbc.com/pro-bundles
• Claim a free AI agent to start: https://aiaccounting.legacysbc.com/claim-agent
• Join our free community: https://aiaccounting.legacysbc.com/community
• Come to our next free live workshop, Friday, August 14 at 11:00 AM CST, with AI guru Steve Cunningham: https://us02web.zoom.us/meeting/register/-FWjx8abS9qZ0fmssBubvg

Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy yvonne@simpleacademy.ai

 

How to Price a Messy Catch-Up Job Without Guessing

The year-behind, messy-books catch-up is the single scariest engagement to price. Underquote it and you eat weeks of unpaid work. Overquote it and you scare off a business that genuinely needs you. Most of us land somewhere in between: a nervous round number we hope covers it.

There is a better way, and it is repeatable. You diagnose the mess, size it honestly, price it from real cost, and put it in writing. Below is that workflow step by step, along with the AI agents that do the heavy lifting at each stage so you can focus on the judgment only you can provide. Every agent named here lives in the AI for Accounting library: https://aiaccounting.legacysbc.com/pro-bundles

1. Never quote before you diagnose

The most expensive mistake is quoting from a gut feel after a ten-minute phone call. You cannot price what you have not scoped. Before a number ever leaves your mouth, you need to know how far behind the books are, what software they are on, the monthly transaction volume, and what specifically looks broken.

Run a structured discovery instead of winging it. The Discovery Call Script Agent (#47) gives you a time-blocked call script with the questions you always forget to ask, and the New Client Intake Form Agent (#48) captures the details up front so nothing gets missed.

Then turn that raw information into a real diagnosis. This is exactly what the Bookkeeping Catch-Up & Cleanup Diagnostic (#94) was built for: you describe the situation and it produces a clear diagnosis, a sequenced cleanup plan, and a quote you can stand behind. That single agent takes the scariest engagement to price and makes it legible.

2. Size the mess honestly

A catch-up is not one job; it is a stack of smaller ones. Reconciling twelve months of bank and credit-card activity, untangling a chart of accounts that grew like weeds, recategorizing thousands of transactions, and booking the adjusting entries to make it all tie. If you price the whole thing as a vague lump, you will guess wrong.

Break it into the actual work, and let the agents that will do that work help you estimate the effort:

• Chart of Accounts Cleanup (#43) takes a messy COA full of duplicates, obsolete accounts, and misclassifications and produces a cleaned version. It is the upstream fix that makes everything downstream faster.
• Bank Reconciliation (#28) and Vendor Statement Reconciliation (#97) handle the reconciliations that eat the most hours.
• Adjusting Journal Entries (#51) books the corrections that make the year tie out.

When you can see the mess as a set of defined tasks, your estimate stops being a guess.

3. Price from cost, not hope

Here is where good bookkeepers lose money: they pick a number that "feels right" instead of one that protects their margin. Price from your true cost up to a target margin, every time.

The Pricing & Profit Margin Calculator (#65) does the true-cost math, applies your target margin, and gives you a three-tier recommendation instead of a single figure. The Billable Hour Multiplier (#15) helps you translate effort into a rate that actually pays. And before you commit, run the engagement through the Client & Service Profitability Analyzer (#95) so you know this cleanup will be profitable and not just busy.

4. Give them options, not one scary number

A single large number triggers sticker shock. A choice invites a decision. Offer tiers: a full catch-up done fast, a phased approach spread over a few months, or a cleanup-plus-ongoing arrangement. The client picks the one that fits their cash and their urgency, and you keep the work.

The Quote, Invoice & Payment Terms Generator (#70) produces a professional, ready-to-send quote with matching invoice and payment-terms policy. For a larger engagement, the Proposal Generator (#8) and the AI-Powered Client Proposal Template (#23) build the full proposal, scope, prices, and terms, ready for your review.

5. Protect yourself in writing

Scope creep is where catch-up profit goes to die. "While you're in there, could you also..." is a lovely sentence that will cost you a weekend if it is not in writing. Define what is in scope, what is out, how out-of-scope work gets handled, and when you get paid.

The Engagement Letter Generator (#13) produces a reviewer-ready engagement letter with the clauses, scope, fees, and even AI-disclosure language wired in. Sign it before you touch the books.

6. Solve the real bottleneck: getting the documents

Nearly every cleanup stalls in the same place, waiting on the client to send bank statements, prior returns, and logins. The work is not slow; the document chase is. Systemize it so it does not sit on you.

The Document Collection Chase Agent (#50) gives you a tailored request email, a four-touch follow-up cadence, and a phone script for the work nobody loves. Pair it with Zero-Touch Onboarding (#10) and the Welcome Packet Generator (#49) so a new cleanup client is set up cleanly from day one, and the Client Approval Chaser (#98) to keep sign-offs moving.

The bottom line

You do not price a messy catch-up by staring at it and guessing. You diagnose it, size it, cost it, and propose it, in that order, and you put it in writing before you start. Do that consistently and the scariest engagement on your desk becomes one of the most profitable.

The agents handle the diagnosis, the math, the paperwork, and the chasing. You bring the judgment: reading the client, sequencing the work, and standing behind your number. That is the whole idea.

AI does the typing. You make the judgment calls.

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Want to try the agents in this workflow?

• Browse the full library and bundles: https://aiaccounting.legacysbc.com/pro-bundles
• Claim a free AI agent to start: https://aiaccounting.legacysbc.com/claim-agent
• Join our free community: https://aiaccounting.legacysbc.com/community
• Come to our next free live workshop, Friday, August 14 at 11:00 AM CST, with AI guru Steve Cunningham: https://us02web.zoom.us/meeting/register/-FWjx8abS9qZ0fmssBubvg

Warmly,

Yvonne Founder and CEO of Legacy Small Business Consulting CFO of Simple Academy yvonne@simpleacademy.ai