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

Memorial Day. Granted. Through end of tomorrow.

In honor of those who served.

A community member asked over the weekend if we'd bring back the launch-week offer for Memorial Day weekend. Yes.

From now through end of day Tuesday May 26, the purchase of any one $249 bundle unlocks the full library of 57 AI agents. This is the same offer five launch buyers received before the close on Friday.

The offer is simple.

$249 = all 57 AI agents. Buy any one bundle. The agents in that bundle get tagged to your account immediately. The rest of the library arrives via manual delivery within 24 hours.

Five bundles to choose from:

Bookkeepers (13 agents), Tax (11 agents), Client Onboarding (11 agents), Accounting Firm (13 agents), Audit / Review / Quality (12 agents). Pick whichever fits your practice. The full 57-agent library lands either way.

This is the same library you saw in Friday's 13-minute Agent #50 Document Collection Chase demo. Same product. Same proof. Same agents that five launch buyers are running this week.

The deadline is real.

Tuesday May 26, end of day. After that, $249 per bundle returns to that bundle's agents only. The 57-agent treatment closes.

Claim the offer: https://aiaccounting.legacysbc.com/pro-bundles

If you're not buying today, doors stay open.

The free community is at https://aiaccounting.legacysbc.com/community. Accountants, bookkeepers, EAs, and firm owners sharing what's working in their practices.

The free agent option is at https://aiaccounting.legacysbc.com/claim-agent. Pick any one from the library. It lands in your inbox with the "how to use" companion email.

Whatever you're doing this weekend, hope it's the kind of break that earns itself. Whichever piece fits where you are, glad you're here.

. Yvonne Legacy SBC · AI for Accounting

See Agent #50 in action. The 13-minute version

Document chase is the workflow that quietly burns hours every close. Three follow-up emails, a phone call, a rewrite when the first version sounded too pushy, a CRM note you forgot to log. Agent #50 turns the whole thing into one pass.

In this 13-minute demo, the agent takes a client (Acme Coffee Co., monthly close, two missing bank statements) and produces the complete chase package in under five minutes: a primary chase email tailored to the client's tone, channel, and urgency, two fallback phrasings (warmer and firmer) you can swap in, a four-touch follow-up cadence calibrated to the deadline, a phone-call script with branches for the four most common client responses, and an internal CRM log note ready to paste. Real workflow, no skip cuts.

If document chase is on your team's plate every month, this is the agent that turns it from "who has time for this" into a five-minute step.

Watch the demo: https://youtu.be/5PPvMi34tLo

These agents work with what you already use. No new system to learn. Output drops into QBO, Xero, Karbon, ContentSnare, your existing email, your existing portal. We're making this easy. Let's get started.

After watching, here's what's available:

Pro Membership is new. Two tiers, both founding pricing, both lock the founding rate for life. Submit Your Idea at $39/mo (returns to $59) lets you submit one workflow per month and we build the agent inside a 48-business-hour SLA. Build with Yvonne at $79/mo (returns to $99) gives you two 15-min build sessions with me each month so we design the agent together. Both tiers include one Pro Bundle and the monthly Workflow Lab. 20 of 25 founding spots remain. https://aiaccounting.legacysbc.com/pro-membership

The 5 bundles are standard pricing now: $249 per bundle, or $799 for the Complete Library (all 60 agents). Bookkeepers (13), Tax (11), Client Onboarding (11), Accounting Firm (13), Audit / Review / Quality (12, new). New Business Bundle launches next week. https://aiaccounting.legacysbc.com/pro-bundles

Free, always open: the community at https://aiaccounting.legacysbc.com/community and one free agent (pick any from the library of 60) at https://aiaccounting.legacysbc.com/claim-agent

Whichever piece fits where you are, glad you're here.

. Yvonne Legacy SBC · AI for Accounting

Today's the day. Three things happen

Twenty-three days into the AI for Accounting launch, here's where we land.

Today is launch close. Five buyers locked in across fractional CFO, two practicing bookkeepers, a multi-partner CPA, and a firm-tier accounting practice. The library grew from 41 agents at start of launch to 71 today across 6 bundles.

And today, three things happen.

First · Workflow Lab #2 at noon CT

Live on Zoom. Demo of Agent #50 Document Collection Chase. You'll see exactly how one agent produces a tailored chase email, fallback phrasings, four-touch follow-up cadence, and phone script in under five minutes.

Open to anyone. Replay stays in the AIA group if you can't catch it live.

→ https://us02web.zoom.us/j/88082968981?pwd=e07bmGtWS7bBcXenypANEgTPvYsSqt.1

Second · The Audit / Review / Quality Bundle goes live

12 agents covering the full attest engagement workflow end-to-end. Independence assessment, client acceptance / continuance, materiality, sampling, inventory observation, lead schedules, confirmation chase, workpaper QC, management representation letter.

This bundle was on the roadmap as "future wave" through the launch. Three new agents shipped yesterday (#58 Client Acceptance / Continuance, #59 Inventory Observation, #60 Management Representation Letter) closing the attest workflow end-to-end. The bundle is live today.

→ aiaccounting.legacysbc.com/pro-bundles

Third · Pro Membership goes live

Two ways to get custom agents built for your practice. Both founding-priced and lock for life.

Submit Your Idea · $39/month founding ($59/month regular) You submit one workflow per month. We build it. 48-business-hour SLA. Includes your choice of one Pro Bundle plus monthly Workflow Lab attendance.

Build with Yvonne · $79/month founding ($99/month regular) Two 15-minute build sessions with me each month. We design the agent together for your practice. Includes your choice of one Pro Bundle plus monthly Workflow Lab attendance.

20 of 25 founding spots remain across both tiers. First come, first served.

→ aiaccounting.legacysbc.com/pro-membership

And launch closes at noon CT today

$249 for any bundle unlocks all 71 agents (the entire library, lifetime access). $799 for the Complete Library tier. After Friday at noon CT, bundles return to standalone pricing.

Exception: Lab #2 attendees get an extension through 11:59 PM Friday tonight.

→ aiaccounting.legacysbc.com/pro-bundles

Not ready today? Doors stay open.

Free community: aiaccounting.legacysbc.com/community

Free agent (pick any from the library of 71): aiaccounting.legacysbc.com/claim-agent

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Whichever piece fits where you are today, glad you're here.

. Yvonne Legacy SBC · AI for Accounting · aiaccounting.legacysbc.com

If you're not ready to buy this week, that's fine. Here are two free doors instead.

Five days into the AI for Accounting launch, here's what I'm noticing.

The bundles converted. Five buyers across fractional CFO, bookkeeping, multi-partner CPA, and firm-tier practice types. The launch worked.

But not everyone reading these posts is ready to make a $249 decision this week. And that's completely fine.

If the launch math has felt right but the timing feels off, or if you want to learn what these agents actually do before you commit to anything, there are two free doors. Both take a minute. Both stay yours.

Door 1 · Join the free community

FREE — Community

Practitioners building AI workflows are in the group, sharing what's working in their practices. Read, listen, post a question if you want. No pressure.

→ aiaccounting.legacysbc.com/community

Door 2 · Claim one free agent

FREE — Agent

Pick any agent from the library. Receive it in your inbox with the "how to use" companion email. Run it in your practice. See what one agent feels like before deciding on a bundle.

→ aiaccounting.legacysbc.com/claim-agent

What I'd actually like to hear

ONE QUESTION:

What's the workflow in your practice that's eating the most of your time right now?

Drop me a sentence in reply. Doesn't have to be polished. Just the workflow.

If your library has an agent that fits, I'll point you at it. If we don't have one yet, that's useful for me to know too.

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. Yvonne Legacy SBC · AI for Accounting · aiaccounting.legacysbc.com

AI for Accounting · Launch Week · Day 21

Friday's Lab #2 demo: the agent for the work nobody wants to do.

By Yvonne Razo · Legacy SBC · AI for Accounting

Every accountant, bookkeeper, EA, and firm owner has had this conversation.

You email a client on Friday. "I just need three things to finish your close: the bank statement, the credit card statement, and the receipt log."

They reply Saturday morning. "Sure, I'll send those over this weekend."

Monday morning, nothing in your inbox.

You send a friendly follow-up. "Just bumping this up. Whenever you get a chance."

Wednesday afternoon, still nothing.

You send another follow-up, slightly less friendly. "Hey, I'm holding up the close on these. Please send when you can."

Friday rolls around again. They reply Friday at 8 PM. "Sorry, totally forgot. I'll send Sunday for sure."

You know how this ends.

The math of client document chase

If you have 10 clients, you have 10 versions of this conversation every month. If you have 25 clients, you have 25.

Each chase cycle eats roughly 30 minutes of your time per client per month, between drafting the emails, following up, tracking what's missing, and mentally holding the open loops.

Across 10 clients: 5 hours per month.

Across 25 clients: 12.5 hours per month.

That's nearly two full work days a month spent NOT doing the work you trained for.

The brutal part: clients don't know they're driving this. They genuinely think "I'll send Sunday for sure." Then Sunday comes and they're at their kid's soccer game.

Agent #50 Document Collection Chase

Friday May 22 at noon CT, I'm running a live demo of Agent #50 Document Collection Chase at Workflow Lab #2 on Zoom.

The agent handles the entire document-chase workflow end to end:

1. You tell it which client and which documents you need
2. It drafts the initial "here's what I need" email in your voice, with a specific deadline
3. If the client doesn't respond, it auto-drafts the follow-up at the right cadence (not too fast, not too slow)
4. If the client still doesn't respond, it auto-drafts the escalation note (still polite, more firm)
5. When the documents land, it logs receipt and updates your workflow tracker
6. If the documents are incomplete, it identifies what's missing and drafts the targeted follow-up

The point: you get your time back AND your clients get a smoother experience because the chase pacing is automated and consistent.

Why I'm demoing this one Friday

First, document chase is the universal pain. Bookkeepers feel it. Tax professionals feel it (more in March than any other month). Firm owners with multi-client engagements feel it. It's the workflow that scales worst with practice growth. Every new client adds another chase cycle to your week.

Second, Agent #50 is the kind of agent that pays off in the first 30 days of use. You see the time savings in week 1. You see the client-experience improvement by week 2. You're recommending it to other practitioners by month 2.

Workflow Lab #2 · Friday May 22 · Noon CT

Live demo on Zoom · open to anyone

Attendees get Agent #28 Bank Reconciliation FREE as an attendance bonus.

JOIN THE ZOOM →

The launch-week offer (closing Friday)

Two days left.

The launch-week deal: buy any $249 themed bundle, get all 57 agents. Not just the small bundle you pick. The entire library.

• Bookkeepers Bundle (13 agents): close cycle and recurring monthly close
• Tax Bundle (11 agents): year-round tax practice and seasonal returns
• Client Onboarding Bundle (11 agents): new client setup workflow
• Accounting Firm Bundle (21 agents): firm operations and advisory
• Audit/Review/Quality Bundle (9 agents): audit-prep and engagement work

Pick the bundle that fits your closest workflow. The launch-week math means you get the other four bundles' agents at the same $249 price point.

After Friday noon CT, prices return to standard ($249 per bundle individually, $799 for the Complete Library). And given how many new agents are coming through the pipeline, this pricing isn't coming back.

Launch-Week Offer · Closes Friday Noon CT

$249 = All 57 Agents

Not just the small bundle you pick. The entire library.

VIEW BUNDLES →

This pricing isn't coming back.

What 5 buyers told me this week

Five practitioners bought bundles in the past six days. A fractional CFO, two practicing bookkeepers, a multi-partner CPA firm, and a firm-tier accounting practice.

Five different lanes of the profession, one common pattern. They already use AI in their work and they wanted to skip the building step. The bundles let them plug and play.

If that sounds like you, two days remain.

If you'd rather see what an actual agent looks like running on screen first, Friday Lab #2 at noon CT is the demo.

Either way, the door is open.

. Yvonne

Legacy SBC · AI for Accounting · aiaccounting.legacysbc.com

What people are saying about AI for Accounting

When we launched the AI for Accounting bundles last Friday, the goal wasn't to write a sales pitch — it was to put working AI agents in the hands of bookkeepers, EAs, CPAs, and firm owners who are tired of the operational lift eating their week.

Six days in, here's what they're actually saying.

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Katie Milton Jordan — bookkeeper, Lab #1 attendee

"Yvonne, great session today! I just purchased the bookkeepers bundle."

Katie showed up to Workflow Lab #1 on Zoom Monday at noon, watched Agent #28 Bank Reconciliation run live, and bought the Bookkeepers Bundle that afternoon. The Live wasn't a pitch — it was a working demo. The purchase was a response to seeing the agent actually do the work.

The takeaway: Live demos of working agents convert. Slide decks about AI don't.

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Janet McNicholas — practicing bookkeeper

"Thanks — I appreciate what you are doing."

Janet bought the Bookkeepers Bundle Monday afternoon, after starting with a free agent claim Thursday evening. The arc from free claim to paid bundle was four days. The launch-week offer (any $249 bundle = all 57 agents) was what made the decision easy: she didn't have to pick the "right" bundle — she just had to decide whether to start.

The takeaway: When you remove the bundle-selection decision, the only question left is "do I want this." That's a much shorter conversation.

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Bryan Wakefield — Forward Focus Advisors

"Yvonne — good deal, I just bought. Thx!"

Bryan was the launch's first bundle buyer. Sunday evening, no Live demo, no Zoom call — just an email, a clear offer, and a one-click purchase. He picked the Client Onboarding bundle because it matched what his practice needed most. Then he got all 57.

The takeaway: Some buyers don't need a demo. They need a clear offer and an unambiguous deal.

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Andrew Tucker — fractional CFO, AETucker Consulting

"Five clients, adding 1-2 more with AI doing operational lift..."

Andrew was the first person to claim a free agent during the launch — Agent #29 Month-End Close. His reply described exactly the practice profile the bundles were built for: a small client roster (five clients now) growing modestly (one to two more) with AI handling the operational layer so each new client doesn't add 20 hours to his week.

The takeaway: AI agents are a leverage layer, not a replacement layer. The practitioners who win with them are the ones already running a real practice — they just want to do more of the work that matters with less time spent on the work that doesn't.

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Jacob Pattee — Dimick Development Bookkeeping

"I want to learn how to use AI agents for different accounting functions."

That was Jacob's answer to the "why are you joining the community" question when he signed up. It might be the cleanest description of what these bundles are for. He didn't ask about marketing. He didn't ask about pricing. He asked about the work.

The takeaway: The market is past "is AI useful for accounting." The question now is "how do I actually use it for the workflows I'm already doing."

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Srideepa S — early community member

"I want to but the financial commitment isn't there yet..."

Not every quote is a purchase quote. Srideepa's honest reply is just as useful as the buyers' — it's a real signal about price sensitivity in the community. It's why the launch-week offer exists: $249 for all 57 agents is the entry point for practitioners who need leverage but can't justify $799 yet. Same complete library, lower friction.

The takeaway: A real launch listens to objections, not just conversions. The $249 unlock-everything offer is a direct response to "the financial commitment isn't there yet."

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What this week looks like

The launch-week offer is still open through Friday at noon CT — Workflow Lab #2 close.

The deal: Buy any $249 themed bundle, get all 57 agents. Not just the 11-21 in that bundle. The entire library.

The demo: Friday's Workflow Lab #2 features Agent #50 Document Collection Chase — the agent that handles the part of bookkeeping nobody likes: chasing clients for the receipts, statements, and documents you need to do their books. If you've ever sent a polite-but-firm follow-up email for the third time and wondered if there's a better way, this is the demo for you.

Lab #2 attendee bonus: Anyone who shows up Friday gets Agent #28 Bank Reconciliation free — the agent I demoed at Lab #1 last Monday.

• Bundles: aiaccounting.legacysbc.com/pro-bundles
• Free agent to start: aiaccounting.legacysbc.com/free-agent
• Lab #2 Zoom (open to anyone): https://us02web.zoom.us/j/88082968981?pwd=e07bmGtWS7bBcXenypANEgTPvYsSqt.1

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What I keep hearing — in plain language

The practices that are converting to bundles this week share one trait: they're not waiting for AI to be ready. They're building it into the workflows they already run.

If that sounds like you, the launch-week math is straightforward. $249 unlocks everything. Friday Lab #2 is the live demo. Agent #28 is the freebie for showing up. The window closes Friday at noon CT.

See you in the Lab.

— Yvonne Legacy SBC · AI for Accounting