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.

---

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

 

July Was Momentum. August Brings Even More.

A new industry bundle every week, two more free live workshops, and a growing community putting AI to work in accounting.

Today's release: Marketing Bundle  |  Free workshops in August: Aug 14 & Aug 28  |  Cost to join: Free

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July, in one word: momentum

We set out to prove a simple idea, that you never have to turn a client away just because they come from an industry you have not served before. In July, we backed it up by shipping.

We released a brand-new industry bundle every single week, each one a complete set of AI agents built for how that corner of the profession actually works:

• Nonprofit Accounting — fund accounting, grants, and compliance.
• Law Firm — trust accounting and the way legal books really run.
• Construction — job costing, WIP, and progress billing.
• Forensic Accounting — detect, investigate, quantify, and testify.

Alongside the bundles, we ran free live workshops that filled up fast, drawing bookkeepers, CPAs, tax pros, firm owners, and business owners from more than a dozen countries. Everyone who joined walked away with real AI agents in hand, and our live sessions added a bundle giveaway on top. Our free community kept growing right alongside it.

Today: the Marketing Bundle is live

We are kicking off August the same way we spent July, by shipping. Today we release the Marketing Bundle, built for the growth side of the business.

These are the agents that help you and your clients win more work: content and outreach, lead capture, and the follow-up that so often falls through the cracks. Accounting keeps the business healthy. Marketing keeps it growing. Now you have AI agents for both.

Browse it with the full library here: https://aiaccounting.legacysbc.com/pro-bundles

More bundles landing this month

The weekly cadence does not slow down. This month we are rolling out even more industry bundles, so the next new client is one you are ready for.

• Restaurant Accounting — built for the way restaurants run their numbers.
• Real Estate Accounting — for property, portfolios, and the deals behind them.
• And more — a new industry bundle, week after week.

That is the whole point: you do not have to pick a niche. When a client from a new industry walks through your door, you reach for the bundle built for them.

See an agent at work: the Simple KPI Scorecard

Talking about AI agents is one thing. Watching one run is another. Here is Agent #33, the Simple KPI Scorecard, in action.

Give it three plain-English inputs, what you do, how many clients you serve, and your single biggest concern this quarter, and it builds a six-KPI scorecard you can run today in about fifteen minutes. No software, no spreadsheet gymnastics, no consultant. Just the handful of numbers that tell you how the business is really doing.

And this is just the start: we are releasing a new agent-at-work video every week, so you can watch the library come to life one agent at a time.

Watch Agent #33 at work: https://youtu.be/2I-yFQlzcNo

Two free live workshops in August

Our workshops are working sessions, not lectures. You see real AI agents run on the exact kind of work you do every day, and you leave knowing how to put them to work in your own firm or business. Register and you get a free AI agent, then show up live and you pick two more, three in all. Register for either, or both.

Friday, August 14 — 11:00 AM CST (free, live) Kick off the month with the real workflows you can put to work right away, plus your free agents. Register: https://us02web.zoom.us/meeting/register/-FWjx8abS9qZ0fmssBubvg

Friday, August 28 — 2:00 PM CST (free, live) A second free session later in the month, so there is a seat that fits your schedule. Register: https://us02web.zoom.us/meeting/register/P0pwGPtDSNWY-D0YQyBP4Q

Can't make it live? Register anyway and the replay is yours.

Start free, right now

You do not have to wait for a workshop to begin. Two things you can grab today, both free.

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

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Warmly,

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

A new bundle every week. A new agent-at-work video every week. Two free workshops this month. Come build with us.

 

One More Reason to Be There Live Tomorrow

We have always told you the replay is yours if you register. That is still true, and it always will be. But tomorrow, there is a reason to actually be in the room when it happens.

Our free live AI workshop is tomorrow, Thursday, July 30 at 10:00 AM CST. Here is what is new: every person who shows up live is entered into a drawing to win a whole AI agent bundle of their choice.

Not one agent. A full bundle. Yours to pick.

What that means

You already know the deal. Register and you get one free AI agent as a thank-you. Show up live and you choose three more, four in total, all yours to put to work right away. You can see all the agents you get to choose from here: https://aiaccounting.legacysbc.com/agents-only

Now we are adding one more thing on top, only for the people who are actually there live. Showing up live enters you into a drawing, and one attendee will win an entire bundle of their choosing, the Tax Bundle, the Bookkeepers Bundle, the Accounting Firm Bundle, the Client Onboarding Bundle, whichever one fits the work you do. A complete set of agents built for your corner of the profession, free. Being in the room is the entry.

If you want to see every bundle and what is inside each one before tomorrow, you can browse them all here: https://aiaccounting.legacysbc.com/pro-bundles

Why live, and why now

The replay is wonderful for catching what was said. But it cannot enter you in the drawing, it cannot let you ask your question in the moment, and it cannot let you react while Steve runs a workflow on the kind of file you actually work in. Live is where the room is. Live is where it clicks. And now, showing up live is your entry to win a whole bundle.

More than eighty people have already registered, from bookkeepers and CPAs to tax pros and firm owners, across more than a dozen countries. Tomorrow they gather. The only question is whether you are in the room with them.

How to be in the drawing

Two steps, and you are done.

First, register here if you have not already: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Second, show up live tomorrow at 10:00 AM CST. That is it. Being there is the entry. You will already be collecting your four free agents, and now you are in the running for a full bundle on top.

The details

Free live AI workshop, Thursday, July 30 at 10:00 AM CST, with AI guru Steve Cunningham running the real workflows, and me for the part that matters most: how you actually put this to work inside your own firm or business.

Register, be there live, and you are collecting agents and in the drawing for a whole bundle of your choice. I would love to see you in the room.

Register here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Warmly,

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

 

Look Who's Already in the Room for Thursday

There is a quiet question underneath a lot of the hesitation we hear about AI. It is not really "does this work." It is "is it just me." Am I the only one still figuring this out. Is everyone else already ahead, or is nobody actually doing it yet and it is all noise.

So let me answer that plainly, with what is happening on our end this week.

More than seventy-five people have already registered for Thursday's free live AI workshop. And when I look at who they are, it is not a niche. It is bookkeepers and CPAs. Enrolled agents and tax preparers. Firm owners and fractional CFOs. People running a solo practice from their kitchen table, and people leading teams inside established firms.

And they are not all down the street from each other. Just this week, the accountants and bookkeepers registering and connecting with us have come from the United States and Canada, the United Kingdom, India, the Philippines, Pakistan, and further still. Different countries, different client bases, different software, all pointed at the same Thursday morning.

What that tells you

It tells you the thing you suspected but could not confirm. This is not coming. It is here. The people who do the exact work you do, in the exact role you hold, are not waiting to see how AI shakes out. They are giving it sixty minutes on a Thursday to find out for themselves.

It also tells you that you are not behind, and you are not early. You are right on time. The room on Thursday is full of people at every stage, the curious and the skeptical and the ones who have already tried a few things and want to go deeper. Nobody there has it all figured out. That is the whole point of showing up.

The worst position is not being new to this. The worst position is being the one person in your market who decided to sit it out while everyone around you learned to work faster.

What you walk away with

We did not want you leaving with only notes, so there is something real in your hands the same day.

Register and you get one free AI agent as a thank-you for signing up. Show up live on Thursday and you choose three more, four in total, all yours to put to work right away. If you want to start planning which three you would pick, you can browse the agents here: https://aiaccounting.legacysbc.com/build-a-bundle

Want to come but the timing is tight? Register anyway. Your registration holds your free agent and gets you the replay, so the session comes to you.

The details

Free live AI workshop, Thursday, July 30 at 10:00 AM CST. You will be learning alongside AI guru Steve Cunningham, who will run the real workflows on the kinds of tasks accountants and business owners handle every day, and I will be there for the part that matters most: how you actually put this to work inside your own firm or business.

You have seen who is going to be in the room. Bookkeepers, CPAs, tax pros, and firm owners from a dozen countries, all giving themselves one hour to stop wondering and start seeing.

Come join them. Your seat, and your first free agent, are waiting.

Register here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Warmly,

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