Monday, October 19, 2026

IFTA Is Due on Halloween. Our Trucking Bundle Is Here to Make It Less Scary.

 

Of all the deadlines on the calendar, the IFTA third-quarter return picked the spookiest one: October 31. Nothing says Halloween like sorting a quarter's worth of fuel receipts by state.

When we asked which industry you wanted us to build next, trucking came up more than any other. You asked what we build every week, and this was the order at the top of the ticket. So, you asked. We said yes. Our Trucking & Owner-Operator Accounting Bundle is live today.

GOOD NEWS: the FREE AI Skills course is extended through October 31. Once you sign up, it's yours for life. For accountants and bookkeepers. For every other business.

LAST DAY: buy ONE agent for $25, get a batch of 5 FREE. Ends at close of business today, Monday, October 19.
Buy any one agent on the build-a-bundle page. I send it to you, then email you the full list so you can pick your 5 FREE. Add your FREE claim and that's 7 agents for $25.

Why trucking books are their own animal

Every truck runs the same arithmetic: miles, fuel, loads, pay and per diem. Only the numbers change. But that arithmetic crosses state lines, broker statements, factoring companies and lease agreements, and a generic bookkeeping setup was never built to hold it.

  • Fuel and miles by state, every quarter, for IFTA.
  • Settlements and factoring, where the deposit in the bank is never the number on the load.
  • Cost per mile, the only number that tells you whether a lane is worth running.
  • Owner-operators, with leases, escrow and chargebacks that need their own ledger.
  • Per diem and equipment, two of the biggest numbers on a trucker's return.

What's inside: 36 agents

Set up, clean up and close the books
Trucking Chart of Accounts and Cost-Per-Mile Setup, Trucking Monthly Bookkeeping and Close, Trucking Catch-Up and Cleanup, plus the core reconciliation, AP, AR and reporting agents.

Reconcile loads, brokers and cash
Load Settlement and Broker Pay Reconciliation, Freight Factoring Advance, Reserve and Fee Reconciler, and the Owner-Operator Lease, Escrow and Chargeback Tracker.

Fuel tax, compliance and driver pay
IFTA Fuel and Miles Return Prep, Heavy Vehicle Use Tax and Trucking Compliance Calendar, Driver Pay Calculator (per mile, percent and accessorials), Driver Per Diem Tracker, and an off-highway and reefer fuel credit agent.

Protect lane margin and equipment
Cost Per Mile and Lane Profitability Analyzer, Truck and Trailer Depreciation and Equipment Loan Splitter, and the Trucking KPI and Benchmark Dashboard.

About that Halloween deadline

The IFTA agent organizes the quarter's fuel purchases and miles by jurisdiction and lays out the return for your review. It uses the quarterly rate table you enter and verify, so nothing is hard-coded and nothing goes stale. You still check it and file it. It just stops being a weekend.

Who it's for

Bookkeepers and accountants who serve carriers (this is the toolkit you'd otherwise build one spreadsheet at a time), and owner-operators and small fleets who would rather be driving than reconciling.

Trucking & Owner-Operator Accounting Bundle: $249, one time.
Not only lifetime access: FREE upgrades forever. Works with any LLM (ChatGPT, Claude, Gemini, Copilot), nothing to install.
Get the Trucking bundle or see all 26 bundles.

What's next in the kitchen

Friday: Farm & Ranch, for accountants who serve farmers and ranchers, right in year-end planning season. Coming soon: Church & Clergy. Want your industry on the list? Comment below. That's how this one got built.

Want a little help every month instead? Our $29 Essentials membership includes a 15-minute session with me, one FREE agent and one FREE fix to any agent each month, plus our FREE community. Available to join through December 31, 2026. See Essentials.

Quick questions I get

Do the agents file my IFTA return?

No. They organize, calculate and lay out the return for your review. You check it and file it.

Do I need special software?

No. Each agent is a standalone tool that opens in your browser and works with any LLM. Nothing to install.

Does it keep up with rate changes?

You enter the current quarterly rates and the agent uses them. That keeps you in control of the numbers, every quarter.

I'm an owner-operator, not a bookkeeper. Is this for me?

Yes. Start with the chart of accounts, cost per mile and per diem agents, then hand the rest to your bookkeeper.

Drive safe, and happy (early) Halloween.

Yvonne

Where to start


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Sunday, October 18, 2026

You Asked What We Build Every Week. Here's the Kitchen.

 


A few of you have asked me some version of the same question: "How do you put out a new bundle almost every Friday? And what's coming next?"

Fair question. So today I'm giving you a tour of the kitchen: how a bundle actually gets made, what's on this week's specials board (two new bundles!), and how to put in your order for the next one.

GOOD NEWS: we extended the FREE AI Skills course through the end of October. Once you sign up, it's yours for life. For accountants and bookkeepers. For every other business.

LAST CALL: buy ONE agent for $25, get a batch of 5 FREE. Ends at close of business Monday, October 19, 2026.
Buy any one agent on the build-a-bundle page. I send it to you, then email you the full list so you can pick your 5 FREE. Add your FREE claim and that's 7 agents for $25.

How a bundle gets made: the kitchen tour

  1. You place the order. Every bundle starts with someone asking. A comment, a DM, a reply to one of my emails. We count every request. Trucking came up more than any industry we hadn't built yet, so trucking went to the front of the line.
  2. We check the pantry. Every bundle starts with about 22 proven agents already in our library: bank reconciliation, month-end close, cash flow, AP, AR, budgeting. Nobody needs us to reinvent the bank rec.
  3. We cook the specials. Then we build the agents that make that industry different from everyone else's. For trucking, that's fuel and miles by state. For farms, it's the difference between the crop year and the tax year. Usually 11 to 16 brand-new agents per bundle.
  4. We taste everything. Every new agent gets tested before it leaves the kitchen: every field has to land in the prompt, blank fields have to be handled, and it has to work offline with nothing to install. Our kitchen has one rule. Nobody serves raw chicken, and nobody ships an agent that ignores a field.
  5. Our AI Guru plates it. Review, the welcome packet that walks you through every agent, the tags in our Agent Finder, and the checkout page.
  6. It goes out to the dining room. Usually on a Friday, $249, one time. Not only lifetime access: FREE upgrades forever.

That's the whole recipe. Your request, our pantry, new specials, a taste test, and a plate. Repeat weekly.

This week's specials board

MONDAY: Trucking & Owner-Operator Accounting Bundle (36 agents)
For bookkeepers who serve carriers, and for owner-operators and small fleets. IFTA third-quarter returns are due October 31, so this one couldn't wait for Friday.
Inside: IFTA fuel and miles return prep, load settlement and broker pay reconciliation, freight factoring reconciler, cost per mile and lane profitability, driver pay and per diem, owner-operator lease and escrow tracker, and truck and trailer depreciation.
Every truck runs the same arithmetic. Only the numbers change.

FRIDAY: Farm & Ranch Accounting Bundle (35 agents)
For accountants who serve row-crop farmers, ranchers, dairies and diversified operations. A farm is several businesses sharing one checkbook, and the year the cash moves is not the year the crop was grown.
Inside: farm chart of accounts by enterprise and crop year, Schedule F package, cost per acre and per bushel, livestock raised-vs-purchased basis, grain inventory and deferred payment contracts, the prepaid supplies limit, income averaging, and the March 1 deadline manager.
Landing right in year-end farm planning season, while the prepay and machinery decisions are still open.

Coming soon: Church & Clergy. Built around clergy housing allowances, dual-status minister payroll, designated gifts and year-end giving statements. It's in the kitchen now.

Already on the menu

Twenty-five bundles are live today: Bookkeepers, Tax, Client Onboarding, Accounting Firm, Audit, New Small Business, Payroll, CFO and Advisory, Small Business Operator, Practice Growth, Nonprofit, Law Firm, Construction, Forensic, Marketing, Real Estate, Restaurant, E-commerce, Therapist, Nail Salon, Hair Salon, Medical and Dental, Auto Repair and Body Shop, Manufacturing and Job Shop, and HOA and Condo. See every bundle.

New on the menu: the $29 Essentials membership

Every month, for $29:
One 15-minute session with me
One FREE agent
One FREE fix to any agent, one we built or one you built
Access to our FREE community
Heads up: Essentials can only be purchased through December 31, 2026. Join before then and your membership stays active. See the membership tiers or join Essentials now.

Think of it as having the chef on speed dial. For less than a nice lunch.

Put in your order

Comment the industry you want us to build next. That is literally how trucking got built. Daycares, franchises, med spas, home services, a mix of everything: tell me who you serve. Want a head start? Here's how I build a custom top 7 for your niche.

Prefer not to comment? Join our FREE community and tell us there, or book 15 minutes with me.

Quick questions I get

How often do you release a new bundle?

Most Fridays. This week we're doing two, because IFTA doesn't wait.

What happens when an agent gets better?

You get the upgrade FREE. Every bundle comes with lifetime access and FREE upgrades forever.

Do I need to be tech savvy?

No. If you can fill in a form and copy and paste, you can use every agent. They work with any LLM (ChatGPT, Claude, Gemini, Copilot), and there's nothing to install.

What if my industry isn't on the list?

Tell me. Every bundle on that list started as somebody's request.

I just want one or two agents, not a whole bundle.

Claim one FREE, and until close of business Monday, October 19, buy one for $25 and get 5 more FREE. After that, it's 5 for $99.

See you in the dining room.

Yvonne

Where to start

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Thursday, October 15, 2026

Tell Me Who You Serve, and I'll Give You Your Top 7

 

Yesterday I shared the 7 AI agents I'd start with for a small bookkeeping and payroll business. It became the most-read post of the week.

And then the messages started. "Great list, but I do law firm books." "What about therapy practices?" "I'm a tax person. Where do I start?"

Fair. A bookkeeper who lives in trust accounts and a preparer who lives in estimated payments do not need the same seven agents. So today, three more lists, built from real conversations I had this week. And at the end, an open offer: tell me who you serve, and I'll build yours.

GOOD NEWS: we extended the FREE AI Skills course. Grab it today! As of right now, it may end Friday. Once you sign up, it's yours for life. For accountants and bookkeepers. For every other business.

NEW, THROUGH MONDAY ONLY: buy ONE agent for $25, get a batch of 5 ($99) FREE.
Here's how it works: you buy any one agent for $25 on the build-a-bundle page. I send it to you, then I follow up with an email that has the full agent list so you can pick your 5 FREE.
Add your FREE claim and that's 7 agents today for $25: 1 FREE + 1 purchased + 5 FREE. I've been wanting to try this. Let's go.

Top 7 for law firm bookkeeping

Law firms keep two sets of books, and one of them can end a career. The trust account (IOLTA) is not the firm's money, can never be commingled, and no client ledger can ever go negative.

1. Law Firm Chart of Accounts and Trust Setup (#115): a trust-aware chart of accounts from day one.
2. IOLTA Three-Way Reconciliation (#116): bank, book and client ledgers, every month.
3. Client Trust Ledger and Balance Monitor (#117): catches a negative client balance before it becomes a bar complaint.
4. Trust-to-Operating Transfer Authorization (#118): earned fees move with a paper trail.
5. Retainer and Advance-Fee Classifier (#119): what belongs in trust and what doesn't.
6. Matter Profitability and Realization Analyzer (#120): which matters actually make money.
7. Month-End Close Agent (#29): one close for both sets of books.

Data rule: client names and matter details stay out of AI. The agents work from the numbers.

Top 7 for therapy practices

Copays, sliding scales, insurance EOBs and associate fee splits make a small practice's books trickier than they look.

1. Private-Practice Chart of Accounts and Setup (#185): built for how practices actually earn and spend.
2. Client Payment, Copay and Sliding-Scale Reconciliation (#186): what each client owed versus paid.
3. Insurance Payer and EOB/ERA Reconciliation (#187): finds the short pays and denials.
4. Superbill and Out-of-Network Reimbursement Tracker (#188): nothing falls through the cracks.
5. Associate Clinician Fee-Split and 1099 Pay (#189): splits calculated the same way every time.
6. Owner Tax Draw and Quarterly Estimate Planner (#190): no April surprises for the owner.
7. Month-End Close Agent (#29): a clean close every month.

Data rule: no client health information ever goes into AI. The agents work from amounts and dates only.

Top 7 for tax and year-end

October is when good preparers start making January easier.

1. Tax Planning and Year-End Strategy (#93): the planning conversation, organized.
2. Unified Quarterly Estimated Tax (#42): estimates for every client type in one place.
3. S-Corp Reasonable Comp Calculator (#44): the question every S-corp owner asks in Q4.
4. 1099 Prep and W-9 Chaser (#30): collect the W-9s now, not on January 29.
5. Year-End W-2 and 1099 Reconciliation (#80): payroll and vendor totals that tie out.
6. Engagement Letter Generator (#13): clear scope before the busy season starts.
7. Document Collection Chase Agent (#50): polite, persistent reminders so you don't have to send them.

Data rule: no Social Security numbers, EINs or account numbers in AI. Ever.

How to get yours

  1. Claim 1 FREE: claim your agent.
  2. Through Monday only: buy 1 for $25, get 5 FREE. Buy any one agent on the build-a-bundle page. I'll send it, then email you the list to pick your 5 FREE. That's your whole top 7 for $25.
  3. After Monday: 5 for $99 on the same page.
  4. Or get the full set: our Law Firm and Therapist bundles have the whole collection. See the Pro Bundles.
  5. Learn to use them safely: the FREE AI Skills Black Belt. Self-paced, yours for life once you sign up, and it may end Friday. For accountants and bookkeepers. For every other business.

All of them work with any LLM (ChatGPT, Claude, Gemini, Copilot), and there's nothing to install.

Now, tell me who you serve

Comment your niche and I'll build your top 7. Construction, restaurants, nonprofits, real estate, salons, e-commerce, HOAs, farms, churches, a mix of everything. Tell me who your clients are, and I'll send you your list.

Prefer not to comment? Join our FREE community and ask there, or book 15 minutes with me.

Quick questions I get

Do I have to pick one niche?

No. Most practices serve a mix. Tell me your top two or three client types and I'll blend the list.

Do I need to be tech savvy?

No. If you can fill in a form and copy and paste, you can use these.

How does the buy 1, get 5 FREE work?

Buy any one agent for $25 by Monday. I send it to you, then email you the full list to choose your 5 FREE. Add your FREE claim and you have 7 agents for $25.

What if my niche isn't in your library?

Tell me anyway. That's how our newest bundles started: someone asked.

One more thing: today, Thursday, October 15, is the last day for AI Agent Black Belt (Builder) and AI Role OS Black Belt at $1,000 together instead of $1,000 each. Earn all three Black Belts and you pick 5 FREE AI agents from our library. Get both here.

Yvonne

Where to start


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Wednesday, October 14, 2026

Just Starting a Bookkeeping and Payroll Business? The 7 AI Agents I'd Start With

 


Last night a new connection sent me a question I love getting.

She's growing a small bookkeeping and payroll business, and she asked: "Are there any tools you'd recommend starting with?"

Short question. Big answer. Because when you're the bookkeeper, the payroll person, the marketing department and the person who fixes the printer, "where do I start with AI" can feel like standing in front of a 250-item menu while hungry.

So here's the exact list I sent her, plus why each one made the cut. If you run a small practice, this one's for you.

First, the 30-second version

  • 1 agent you can claim FREE
  • 5 agents for $99 through our build-a-bundle
  • 1 personal favorite, the one I used to build my own pipeline

All of them work with any LLM (ChatGPT, Claude, Gemini, Copilot), and there's nothing to install.

GOOD NEWS: we extended the FREE AI Skills course. Grab it today! As of right now, it may end Friday. Once you sign up, it's yours for life. For accountants and bookkeepers. For every other business.

Claim this one FREE

1. Month-End Close Agent (#29)
One workflow for the whole close: a checklist you can customize, recurring entries like depreciation and accruals, and a flag on anything in the trial balance that moved more than you'd expect. It ends with a close package ready for review.
Why it's first: month-end is where a small practice either looks organized or looks overwhelmed. This makes every client's close look the same, and that's how you take on more clients without more chaos.

Then these 5 for $99

2. Bank Reconciliation Agent (#28)
Bring the bank statement and the general ledger export, and it matches what it can and flags only the items that need a human eye.
Why: reconciliations are the heartbeat of bookkeeping. Faster recs mean faster closes.

3. Expense Categorization and Receipt Capture (#36)
Turns messy card statements and expense reports into coded, policy-checked transactions that match your client's chart of accounts.
Why: categorizing is the task everyone does and nobody loves. Let the agent take the first pass.

4. Payroll Client Onboarding Checklist (#74)
A 14-day plan from signed engagement letter to first clean pay run: prior provider data, employee setup, deductions, banking and the first-payroll check.
Why: the first payroll is where new relationships go wrong. This one is built to stop the first-payroll disaster before it happens.

5. Payroll Variance Analyzer (#45)
Compares this pay period to the last one and flags anything outside your limits: duplicate runs, missed bonuses, rate errors, people who shouldn't be there. Then it writes a short memo for your file.
Why: catching a payroll mistake before the money leaves the bank is worth a lot more than fixing it after.

6. Year-End W-2 and 1099 Reconciliation (#80)
Ties the annual payroll register to W-2 totals, vendor payments to 1099s, and everything to the four quarterly 941s.
Why: January 31 is closer than it looks. Start the year-end conversation with clients now and January gets a lot calmer.

And my personal #7

7. LinkedIn Connection Engine (#99)
Turns the connections you already have into conversations, FREE agent claims and booked calls. It builds a plan for each group of people, a tracker, and messages that sound like you.
Why it's my #7: this is how I built my own pipeline. It's the exact outreach system we run on our own list. A new practice doesn't need more software first. It needs more of the right conversations. Swap it in as your FREE claim, or make it one of your 5.

Have a different type of bookkeeping business? I can customize yours too. Restaurants, construction, nonprofits, real estate, salons, a mix of everything: tell me who your clients are in the comments or book 15 minutes with me, and I'll build your top 7.

How to actually get them

  1. Claim your FREE agent: claim it here. Pick #29, or #99 if pipeline is your bigger problem right now.
  2. Build your 5 for $99: build-a-bundle. Mix and match whatever fits your clients.
  3. Start the FREE AI Skills Black Belt today so you know how to use all of this safely. We extended it, but as of right now it may end Friday. It's self-paced and yours for life once you sign up. For accountants and bookkeepers. For every other business.
  4. Join our FREE community: the group. People share what they're building and answer each other's questions. Nothing is sold in it.

Quick questions I get

Do I need to be tech savvy?

No. If you can fill in a form and copy and paste, you can use these. That's it.

What about client data?

Good instinct, keep it. Our rule: nothing goes into AI that you wouldn't put on a postcard. No Social Security numbers, no EINs, no account numbers. The FREE AI Skills course shows you how to work this way.

Which AI do I need?

Whichever one you already use. They work with any LLM (ChatGPT, Claude, Gemini, Copilot).

Can I pick different agents?

Absolutely. This is my list for a small bookkeeping and payroll practice. Have a different type of bookkeeping business? I can customize yours too. Tell me who you serve and I'll send you your own top 7.

Your turn

Which one would you grab first? Or what's YOUR #8? Tell me in the comments. I read and answer every one, and the best #8 might end up in a future post.

One more thing: through Thursday, October 15 (that's tomorrow), AI Agent Black Belt (Builder) and AI Role OS Black Belt are $1,000 together instead of $1,000 each. Earn all three Black Belts and you pick 5 FREE AI agents from our library. Here's what that $1,000 actually buys you.

And if you're not sure where to start, read how I was the one saying "yes, later". Then start small. One agent. One client. One month-end.

Yvonne

Where to start

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Tuesday, October 13, 2026

I Was the One Saying "Yes, Later"

 

I'm going to tell you something a little embarrassing for someone who now runs AI programs.

AI was the thing I kept putting off.

My kids were using it. My son actually works for an AI company. And I still didn't think it was necessary. I'm an accountant. I figured I was doing just fine without it.

So if you've been saying "yes, later" to AI, I'm not judging you. I was the president of that club.

What finally got me moving

Two things, and neither of them was a shiny new tool.

First, the referrals. More and more people were being sent our way, and I didn't want to turn any of them away. Good problem, right? Until you do the math on how many hours are actually in a day.

Second, the hours. My normal workday had turned into 14 to 16 hours. Not once in a while. Normal. And I knew that wasn't something I could keep doing.

So I finally took the leap. And I'll be honest about how I felt going in: skeptical, confused and worried about client data. All three. At the same time.

I took an AI Skills class, then two more courses, and I was able to do it all myself. I put real processes in place with AI, documented everything and automated what I could.

My normal workday went from 14 to 16 hours down to 8 to 10.

And here's the part nobody warned me about: as things started coming together, I kept having more and more ideas of what we could do better. AI didn't just give me time back. It got me thinking bigger.

What I hear now (and what I say back)

Now I'm on the other side of the conversation, and I hear the same things I used to tell myself.

  1. "I don't have time right now. We have real work to get done." I love you, but this one is a little silly. That's exactly the point. If we can help you produce more work in fewer hours, "no time" is the reason to start, not the reason to wait. I know. I was working 16-hour days.
  2. "I just started my business, so I don't need this yet." This is actually the best time. One agent can build your marketing and free you up to educate your clients and grow. You don't have to build the hard way first and fix it later.
  3. "I'm not tech savvy." This is my favorite one, because you don't have to be. Everyone I have gotten into a Black Belt course has thanked me. Yes, every one.
  4. "I'm worried about client data." So was I. That worry is a good instinct, so keep it. Our rule is simple: nothing goes into AI that you wouldn't put on a postcard. No Social Security numbers, no EINs, no account numbers. You learn how to use AI safely, not recklessly.

Why I care so much about this

Because I already did the hard part. I was the skeptic. I was the one working the 16-hour days. I figured it out.

So why would I watch other people struggle when I don't have to?

We have agents. We have tools. We have FREE courses. We even have ways to earn money with AI. There really is an option for everyone, whether you want to learn it, use it, or build a business with it.

Now it's your turn

Which one have you said? Comment the number (1 to 4). And if your "yes, later" is something else, tell me that instead. I read and answer every comment.

Or tell me your own "I kept putting it off" story. I told you mine. Fair's fair.

When you're ready

Start with the FREE AI Skills Black Belt, the same kind of first step that got me moving. It's self-paced, it's yours for life once you sign up, and it works with any LLM (ChatGPT, Claude, Gemini, Copilot). For accountants and bookkeepers. For every other business.

Want company while you learn? Join our FREE community. Want to see AI doing real work? Claim a FREE AI agent.

And if you're ready for more: through Thursday, October 15, AI Agent Black Belt (Builder) and AI Role OS Black Belt are $1,000 together instead of $1,000 each, and anyone who earns all three Black Belts picks 5 FREE AI agents from our library. Here's what that $1,000 actually buys you.

And if you're not ready yet? That's okay too. Let me know when you are. We'll still help.

Yvonne

Where to start


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48 Hours Left: What $1,000 Actually Buys You

 

Let's talk about $1,000. Not in the scary "the IRS sent a letter" way. In the fun way. Mostly.

Here's what $1,000 usually buys:

  • A weekend in Vegas, where the buffet wins and so does the house.
  • A really nice office chair, which you'll then sit in for three hours chasing a $0.03 difference.
  • About 170 fancy coffees. That's a lot of "I deserve this" on the way to client meetings.
  • A year of subscriptions you forgot you signed up for. (Go check your card. I'll wait.)

And here's what $1,000 buys you through Thursday, October 15: two Black Belts that teach you to make AI do real, repeatable work in your business. Normally $1,000 each. For the next 48 hours, $1,000 for both.

Oh, and we just added a bonus. Keep reading. It's a good one.

First, the FREE part (it always comes first)

The AI Skills Black Belt is FREE for life once you sign up. Nine belts on using AI in the work you already do: solving problems, learning faster, thinking more clearly, making better decisions, planning projects and building workflows. It's self-paced and it works with any LLM (ChatGPT, Claude, Gemini, Copilot), free versions included.

If you haven't started it yet, start there: For accountants and bookkeepers. For every other business.

What the $1,000 actually gets you

AI Agent Black Belt (Builder). You pick the job you dread, the one you could do in your sleep (and sometimes probably have), and you build one governed agent around it. Governed means quality checks are built in, so you can trust what it hands you, and you still make the calls that need a human being.

AI Role OS Black Belt (Operating Systems). This is the part everybody skips. An agent sitting in a folder does nothing. It lives next to the gym membership. Role OS turns your priorities, your people and your agents into a weekly rhythm, so the agents you build actually show up for work.

Put simply: Skills teaches you to use AI. Builder teaches you to build it. Role OS makes sure it keeps running.

Get both for $1,000 through Thursday

NEW: Earn all 3 Black Belts, get 5 FREE AI agents

Finish all three, AI Skills, AI Agent (Builder) and AI Role OS, and we'll give you a 5-pack of AI agents from our AI for Accounting library. You pick the five. FREE.

Think of it as a graduation present. Except instead of a pen set you'll never use, it's five ready-made agents that do actual work, on top of the ones you build yourself. These are the same agents that go into our $249 Pro Bundles, so pick the five that fit your week.

You can see all the available agents here: https://aiaccounting.legacysbc.com/build-a-bundle

When you've earned all three, just let me know and pick your five.

"Okay, but why should I do this?"

Fair question. Here's my honest answer:

  1. You're already using AI. You're just retyping it. If you stole any of our Friday or month-end prompts, you've seen what AI can do. An agent is a prompt that's been built properly, checked against a standard and set up to run the same way every time. No more retyping it at 9 p.m. on the 31st.
  2. Your time is the product. Every hour spent on the same task you did last month is an hour you can't bill, can't sell and can't spend with your family.
  3. Your clients are going to ask. "Do you use AI?" is about to become an onboarding question. It's nice to have a good answer, and an even better one if the answer is "Yes, and here's how I keep your data safe."
  4. Half off is the easiest math you'll do all year. I'm an accountant. I have reconciled a lot of things. This one ties out.
  5. It's self-paced. You only have to grab it by Thursday. You don't have to finish it by Thursday. Nobody is grading you on a curve.
  6. Five FREE agents. See above. Graduation present. No pen set.

Who this is for (and who should wait)

This is for you if you've started using AI and want it doing real jobs, you have a task you repeat every week or every month, or you run a practice or a team and want everyone working the same way.

Wait if you haven't tried AI at all yet. Start with the FREE AI Skills Black Belt and claim a FREE agent. No rush, no guilt. The FREE stuff isn't going anywhere.

FAQ

Do I have to finish the courses by Thursday?

No. You just have to grab the two-for-$1,000 by Thursday, October 15. Everything is self-paced, so you finish when it fits your calendar.

I haven't started the FREE AI Skills Black Belt yet. Can I still get the deal?

Yes. Sign up for the FREE one today (it takes two minutes), then grab both. You'll want all three for the 5-agent bonus anyway.

Do I need to be technical?

No. If you can write an email, you can write a prompt. If you can write a checklist, you can design an agent. The courses take it from there.

Which AI do I need? Do I have to pay for it?

Any LLM works: ChatGPT, Claude, Gemini or Copilot. The free versions are fine to start. Use whichever one is already open in your 47 browser tabs.

What about client data?

Our rule is simple: nothing goes into AI that you wouldn't put on a postcard. No Social Security numbers, no EINs, no account numbers, no full client names, no health information. The Builder course builds quality checks and human review into every agent, so you stay in charge.

What's in the 5-pack?

Five agents of your choice from our AI for Accounting library, the same agents we package in our $249 Pro Bundles. You pick what fits your work. See all the available agents here.

What happens after Thursday?

AI Agent Black Belt and AI Role OS Black Belt go back to $1,000 each. The FREE AI Skills Black Belt stays FREE. And the 5-agent bonus is for anyone who earns all three Black Belts.

Can I talk to a real person first?

Yes. Grab 15 minutes with me. No pitch, just your questions. I'll even pretend I didn't see the 47 tabs.

The 48-second version

For the skimmers (I see you, and I respect it):

  • FREE AI Skills Black Belt, yours for life. Start today.
  • AI Agent Black Belt (Builder) and AI Role OS Black Belt together for $1,000, through Thursday, October 15.
  • Earn all three, get a 5-pack of AI agents FREE.
  • Works with any LLM: ChatGPT, Claude, Gemini, Copilot.

Vegas will still be there next month. The buffet always wins anyway.

Where to start


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