What a Week of AI Training Does for a VP and Their Team

If you run a finance, accounting, or tax function, you already feel the squeeze. More reporting, more entities, more compliance, more questions from leadership, and the same headcount you had last year. Everyone keeps telling you AI is the answer. Almost no one tells you what to actually do about it, or how to get your team using it without a six-month project and a consultant invoice.

That is the gap our free week is built to close, and it is built with people in your seat in mind.

The problem is not tools. It is capability.

Your team does not need another dashboard or another subscription. They need to know how to build and run AI agents on the work they already do: the reconciliations, the categorizations, the month-end close steps, the variance write-ups, the endless data cleanup. When one of your senior people can build an agent that turns a three-hour task into a fifteen-minute review, that is capacity you did not have to hire for.

That is the whole idea. Not AI as a buzzword, AI as capacity.

What actually happens in the week

It is five days, one hour a day, live at 3 PM Central with AI guru Steve Cunningham, and every session is recorded. Your team goes from using AI agents to building their own, on real finance and accounting work. No engineering background required. By the end of the week, each person has built working agents they own and keep, not a slide deck about what might be possible someday.

And because it is recorded, a busy close week does not knock anyone out. They watch live when they can and catch the replay when they cannot.

Why VPs specifically send their teams

A few things tend to matter to someone leading a function:

Capacity without headcount. The agents your team builds take the repetitive work off their plates, which is the cheapest capacity you will ever add.

A team that levels up together. When your people learn this side by side, they build a shared language and start improving each other's agents. The capability compounds instead of living in one person's head.

Retention and morale. Your best people want to do judgment work, not data entry. Handing them the skill to automate the grind is one of the most concrete development investments you can offer, and it signals you are taking their growth seriously.

Real risk control. Agents built by your own team, on your own processes, keep the logic and the data where you can see it, rather than scattered across random tools and personal accounts.

And it costs you nothing. No card, nothing renews. You are welcome to bring your whole team.

The honest math for a leader

One hour a day, for five days. A team that comes out the other side building their own AI agents on your actual work. Capacity you did not have to hire for, people who feel invested in, and a function that is measurably faster at the parts that used to eat the week.

That is a strong return on five hours of your team's time.

Get your team in

Three free weeks are open. Pick whichever fits your team's calendar:

• August 24 to 28
• August 31 to September 4
• September 7 to 11 (register by Friday, September 4)

Reserve spots here: https://humansplusagents.ai/legacy-sbc-aia

Want to see everything first, or bring a couple of people in before the week starts? Claim a free AI agent of your choice right now: https://aiaccounting.legacysbc.com/build-a-bundle. And our free community, where the building and troubleshooting keep going, is here: https://aiaccounting.legacysbc.com/community

If you would rather just talk it through, what it would look like for your specific team, book fifteen minutes with me: https://calendly.com/legacysbcllc/15min. I read and answer every message myself.

Give your team one hour a day for a week, and watch what they build.

Let's share, learn, and grow.

Warmly,

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

 

One Hour a Day. That Is the Whole Ask.

Every time I invite someone to our free AI training, I hear some version of the same three worries. I get it. Your days are full, you have been burned by things that were not really free, and five days sounds like a lot. So let me take those worries off the table one at a time, because when you actually look at what this asks of you, there is not much standing in your way.

"I do not have time for a week of training"

You do not need a week of open calendar. You need one hour a day, for five days. That is it. Sixty minutes, live, and then you go back to your work. Most people spend more time than that scrolling on their phone or sitting in a meeting that could have been an email. For one hour a day, you walk away having built an AI agent that does real work for you. That is the best return on an hour you will find this month.

"The timing will not work for me"

The sessions run live at 3 PM Central, one hour each day. And here is the part that removes the last bit of pressure: every single session is recorded. If a client call runs long, if life happens, if 3 PM Central is the middle of your night, you catch the replay whenever it suits you. You still keep the free agent you earn for that day. Live or replay, on your schedule, nothing is lost.

"What is the catch"

There is no catch, and I mean that. It is free. No credit card, nothing to cancel, nothing that quietly renews next month. You keep one free AI agent of your choice for every day you show up, up to five, and they are yours to keep whether or not you ever spend a dollar with us. I built this because I want good people to have access to this shift, not because there is a trap on the other side.

"I am not technical enough"

You do not need to be. That is the entire point of doing it live and together. You are not handed a manual and left alone. You build alongside AI guru Steve Cunningham and a whole room of accountants, bookkeepers, and business owners who are figuring it out at the same time. The people who came in a week ago unsure where to start walked out with their own agents running on their real work. If they can, you can.

So here is the honest math

One hour a day. Five days. Live at 3 PM Central, or replay if you cannot make it. Free, no card, nothing renews. A working AI agent you build and keep at the end of each day. And a room full of people cheering you on.

That is the whole ask, and this is what is on the other side of it.

Pick your week

Three free weeks are open right now. Grab whichever one fits your calendar:

• August 24 to 28
• August 31 to September 4
• September 7 to 11 (register by Friday, September 4)

Reserve your spot here: https://humansplusagents.ai/legacy-sbc-aia

Want to start before your week even begins? Claim a free AI agent of your choice right now and see everything we have built: https://aiaccounting.legacysbc.com/build-a-bundle. And our free community, where the building keeps going, is here: https://aiaccounting.legacysbc.com/community

Still on the fence?

Ask yourself honestly: what do you have to lose? It is free. Not free-with-a-catch, not free-until-the-trial-ends. Free.

If you still have questions, I want to answer them personally. Book fifteen minutes with me here: https://calendly.com/legacysbcllc/15min, or simply email me back and ask. I read and answer every message myself, every one.

I understand that not everyone is used to the word free with no strings attached. That is fair, and honestly, it is a good instinct most of the time. But you have not met us yet. Come find out what we are about.

One hour a day is all it takes to stop reading about AI and start building with it. Come do it with us.

Let's share, learn, and grow.

Warmly,

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

 

We Just Added Another Free Week

I have some good news, and it comes straight from you.

After the first week of our free AI training wrapped, the messages did not stop. People who caught it late. People who wanted to bring their team but needed a little more runway. People who saw what the first group built and thought, I want that. So we did the obvious thing. We added another free week.

That makes three weeks open right now, all the same full, live experience, all completely free:

• August 24 to 28
• August 31 to September 4
• September 7 to 11 (the new one, register by Friday, September 4)

Why we keep opening the door

I started Legacy Small Business Consulting to make real help affordable and to keep good people from getting left behind by their own tools. AI for Accounting is the same promise, just aimed at the biggest shift our profession has seen in a generation. I do not want price or timing to be the reason someone misses it. So when demand keeps coming, we keep making room.

And the demand is coming because the first week was not hype. People did not sit and watch. They learned it, understood it, and built AI agents themselves, running on their own real work, in five days. Consultants opened a brand new line of revenue. Individuals used the week to launch a new business. Accounting pros finished and enrolled their whole teams. That is why we are adding weeks instead of closing the doors.

What you actually get

Five days, live with AI guru Steve Cunningham, going from using AI agents to building your own. You keep one free AI agent for every day you show up live, up to five. It is all live and recorded, so if work runs long or life happens, you catch the replay on your own schedule. No card, nothing renews, and you are welcome to bring your team.

Live and replays both. We really have taken away the excuses.

Pick your week

Grab whichever one fits your calendar here: https://humansplusagents.ai/legacy-sbc-aia

Want to start before your week even begins? Claim a free AI agent of your choice and see everything we have built: https://aiaccounting.legacysbc.com/build-a-bundle. And our free community, where the trainings, replays, and day-to-day building all live, is here: https://aiaccounting.legacysbc.com/community

Three free weeks. Real agents, real revenue, real businesses. Pick the one that works and come build with us.

Let's share, learn, and grow.

Warmly,

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

 

One Week In, and People Are Already Building

I need to tell you what just happened, because I am still a little amazed by it.

We just wrapped the first week of our free AI training, and it was not what most people expect from a free event. People did not show up and watch. They learned, they understood, they built, and they walked away using AI agents they created themselves. In one week.

That is the part I want you to really hear. These were not demos someone ran for them. These are working tools, built by accountants, bookkeepers, consultants, and business owners who a week ago were not sure where to start.

What people actually did

The range is what got me.

Some came in curious and left with their own agents running on their real work. They did not borrow a tool, they built one, understood how it works, and put it into play on the actual tasks they do every day.

Consultants turned it into money. More than one walked away with a brand new, active line of revenue, offering AI-powered services they simply could not have offered a week earlier. Not someday. Now.

Individuals started something new. People used the week as the launchpad for a brand new business built around AI, going from an idea to a real plan they are already executing.

And accounting professionals went all in. Some finished the free week and immediately enrolled their entire teams, because once they saw what one person could do with this, they wanted everyone to have it.

The part that does not show up in a screenshot

Here is what I did not fully expect: the energy. People sharing what they built, comparing notes, troubleshooting together, cheering each other on. So much was shared, learned, and implemented that the week took on a life of its own. That is the whole point of doing this live and together, and it is exactly what keeps happening inside our community afterward.

AI does the typing. You make the judgment calls. But learning it alongside other people who are figuring it out at the same time is what makes it stick.

You have not missed it

If you are reading this thinking you should have been there, here is the good news: you can still be. We have two more free weeks open, the same full experience, live with AI guru Steve Cunningham, five days, going from using AI agents to building your own:

• August 24 to 28
• August 31 to September 4

You keep one free AI agent for every day you show up live, up to five. Live or replay, on your own schedule. Free, no card, nothing renews. And you are welcome to bring your team.

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

Want to start right now? Claim a free AI agent of your choice and see everything we have built: https://aiaccounting.legacysbc.com/build-a-bundle. And our free community, where all of this sharing and building keeps going, is here: https://aiaccounting.legacysbc.com/community

One week. Real agents, real revenue, real businesses, whole teams. That is what happens when you stop reading about AI and start building with it.

Come build with us. Let's share, learn, and grow.

Warmly,

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

 

Last Chance for Next Week's Free AI Training

What a week. Our very first free week went great, and it wraps up today. Watching people go from curious to actually building their own AI agents in five days has been something special, and honestly it exceeded what I hoped for. Thank you to everyone who showed up and did the work.

Now here is the part I do not want you to miss. Next week's free week of live AI training, August 17 to 21, closes for registration tonight, Friday, August 14 at 11:59 PM ET. After that, the doors for that week are shut. So if you have been waiting for the right moment, this is it.

Here is what you are grabbing. A full free week, not a one-hour webinar. Live daily sessions with AI guru Steve Cunningham, where you go from using AI agents to building your own on the real work you do every day. 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. Cannot make every session? Every day is recorded, and the replays are yours.

Cannot do next week? You still have options. Pick whichever free week fits:

• August 17 to 21 (closes tonight, Friday August 14)
• August 24 to 28
• August 31 to September 4

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

And no more excuses. Come to the live sessions and build in real time, or watch the replays whenever your day allows. Three weeks to choose from, live or on your own schedule. We have got you covered.

And here is one more reason to register right now. The moment you register, you also get to claim a free AI agent of your choice, today. Browse every agent we have built, pick the one that will help you most, and it is yours: https://aiaccounting.legacysbc.com/build-a-bundle

New this week: the AI Bundle for Restaurants

We release a brand new industry bundle every week, and today's is a big one. The AI Bundle for Restaurants is live. If you run a restaurant or keep the books for one, this is a full set of agents built for exactly that world, from daily sales and deposit reconciliation and third-party delivery payouts, to tip tracking, prime cost, food and menu costing, and a restaurant-specific profit and loss. It is available today, right alongside every other agent, at https://aiaccounting.legacysbc.com/build-a-bundle

That is the whole point of what we do here. We share, we learn, and we grow together. Free training, a free agent in your hands today, new tools every week, and a community ready to help you put it all to work.

Do not let next week close without you. Grab your free week, claim your free agent, and let us get to work. And if you want to keep going, our free community is where the trainings, replays, and agents all live: https://aiaccounting.legacysbc.com/community

Let's share, learn, and grow.

Warmly,

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

 

Why We're Giving Away a Full Free Week of AI Training

People keep asking me the same question, and I love that they ask it: "Why are you giving away an entire week of AI training for free?"

The honest answer goes back further than AI. It goes back to why I started Legacy Small Business Consulting in the first place.

Why I built Legacy the way I did

I did not start Legacy to be the most expensive firm in the room. I started it to help. To educate. And to keep good financial guidance affordable and within reach for businesses of every size, not just the ones who could afford a big firm's rates.

That belief has never changed. The small business owner, the solo bookkeeper, and the growing practice all deserve the same quality of help as anyone else. Educating the people we serve has always been part of who we are. We do not hoard what we know and hand it out by the hour. We teach it, because people who understand their tools make better decisions, and better decisions build stronger businesses.

Why AI for Accounting exists

When AI arrived, I did not read a few articles and start repeating the headlines. My team and I went in deep. We did the work. We built our own agents, tested them on real work inside our own companies, learned exactly what AI could do and where it fell short, and lived with it until it was second nature.

And it worked. It gave us time back. It made the work better. It let us serve more people without burning anyone out. AI does the typing. You make the judgment calls.

Once we had proven that on ourselves, keeping it to ourselves felt wrong. So we built AI for Accounting for one reason: to share it. Not the hype, not the jargon, not a fifty-thousand-dollar tech stack. The real, practical version, taught by people who have already gone deep and come out the other side with something that actually works.

That is why this week is free. Charging a fortune to learn the most important skill of this decade would be the opposite of everything I stand for. So we took the cost off the table.

Who this is for

This is for you whether you:

• Already run a business and want your team more productive
• Want to start a business, or even build your own AI company
• Want to add AI services to what you already offer
• Want to open new revenue streams
• Simply want to finally understand how to use AI

You do not need to know how to code. You do not need to be an AI expert. You just need to be willing to learn.

What you actually get

This is not a one-hour webinar. It is a full Black Belt Training Sprint, free for you and your entire team, led live by AI guru Steve Cunningham.

Over the week you go from using AI agents to building your own, on the real work you do every day. Show up live and you keep one free AI agent for every day you attend, up to five for the week. No cost, no card, nothing that renews. And if you cannot make a session, every day is recorded, so you can watch the replays on your own schedule.

Bring your team. Learn together. Then start looking at where AI can make a difference in the work you are already doing.

Pick your week

We opened three weeks so you can choose the one that fits:

Week 1 — August 17 to 21, 2026 Register by Friday, August 14, 11:59 PM ET. Access through Sunday, August 23.

Week 2 — August 24 to 28, 2026 Register by Friday, August 21, 11:59 PM ET. Access through Sunday, August 30.

Week 3 — August 31 to September 4, 2026 Register by Friday, August 28, 11:59 PM ET. Access through Sunday, September 6.

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

Why now

AI is not something coming someday. It is already here. The businesses and professionals who learn to combine what they already know with what AI can do are going to have opportunities that simply did not exist before. That is the whole reason we opened the doors, and opened them free.

Start today

If you want a taste before the week even begins, you can claim a free AI agent right now at https://aiaccounting.legacysbc.com/claim-agent, and join our free community, where the trainings, replays, and everything new lives, at https://aiaccounting.legacysbc.com/community.

There is no catch. There is just the reason I started all of this: to help, to educate, and to keep the door open for everyone. This is me keeping that promise, a full week at a time.

Don't just watch AI happen. Learn from people who are already doing it, then learn how to do it yourself. 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

Why We’re Giving Away a Full Week of AI Training — FREE

Why We’re Giving Away a Full Week of AI Training — FREE

People keep asking us:

“Why are you giving away an entire week of AI training for FREE?”

The answer is simple.

Because AI is changing the way we work, build businesses, manage teams and create income — and we know this because we have done it in our own businesses.

We aren't teaching something we read about.

We use AI in our own companies. We have implemented it, tested it, built with it and seen firsthand what it can do.

Now we want to give other business owners, teams and entrepreneurs the opportunity to experience it too.

Who Is This For?

Whether you:

- Already own a business

- Have a team you want to make more productive

- Want to open a business

- Want to create your own AI company

- Want to add AI services to what you already offer

- Want to create new revenue streams

- Simply want to understand how to use AI

This is the way to get started.

You don't need to know how to code.

You don't need to be an AI expert.

You just need to be willing to learn.

Why Are We Doing It for FREE?

Because we've already seen what happens when you actually put AI to work inside a business.

We've done it in our own businesses.

We've taken processes that used to consume valuable time and found better ways to do them.

We've used AI to create efficiencies, improve systems, support our teams and open new opportunities.

And we've learned something very important along the way:

You don't truly understand the power of AI until you start using it.

That's why we don't want to just tell you about AI.

We want you to experience it for yourself.

We're removing the cost barrier and giving you an entire week to learn, experiment and see what's possible.

A FULL Week of Black Belt Training — FREE

This isn't a one-hour webinar.

You're getting access to a full Black Belt Training Sprint — FREE for you AND your entire team.

And we're giving you 3 different weeks to choose from.

WEEK 1: AUGUST 17–21, 2026

Register by Friday, August 14 at 11:59 PM ET

Access remains available through Sunday, August 23 at 11:59 PM ET.

WEEK 2: AUGUST 24–28, 2026

Register by Friday, August 21 at 11:59 PM ET

Access remains available through Sunday, August 30 at 11:59 PM ET.

WEEK 3: AUGUST 31–SEPTEMBER 4, 2026

Register by Friday, August 28 at 11:59 PM ET

Access remains available through Sunday, September 6 at 11:59 PM ET.

Can't Attend Every Session Live? That's Okay.

Attend the training LIVE or watch the REPLAYS.

Choose the week that works for your schedule.

Bring your team.

Learn together.

Then start looking at where AI can make a difference in the work you're already doing.

This Isn't Theory. We've Done It.

That's what makes this training different.

We're not standing on the sidelines telling businesses what we think AI might be able to do.

We've implemented it in our own businesses.

We've learned what works.

We've learned what doesn't.

And we've seen what can happen when you combine real business experience with the power of AI.

Now we're giving you the opportunity to do the same.

AI Isn't Just for Tech Companies

It's for the small business owner who needs more hours in the day.

It's for the company that wants to grow without constantly adding overhead.

It's for the team buried in repetitive work.

It's for the person who's always wanted to start a business.

And it's for the entrepreneur who sees the opportunity happening right now and says:

“I want to build an AI company.”

Whether you have a business, have a team, want to open a business or want to create an AI company — this is the way to start.

Why Now?

AI isn't something that's coming someday.

It's already here.

The businesses and professionals who learn how to combine their existing knowledge and experience with AI are going to have opportunities that simply didn't exist before.

That's why we're opening the doors.

One full week.

Live training + replays.

Three weeks to choose from.

You + your entire team.

FREE.

CLAIM YOUR FULL FREE WEEK

Choose your training week and register here:

https://humansplusagents.ai/legacy-sbc-aia

Legacy Small Business Consulting + AI for Accounting

Don't just watch AI happen.

Learn from people who are already doing it — then learn how to do it yourself.

 

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.

---

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

 

Come July 30, Help Us Build August

Most workshops are built in a room you were never in. Someone decides what matters, picks the topics, sets the agenda, and you show up hoping it lands close to your actual work. We want to do the opposite.

On Thursday, July 30 we are hosting our free live AI workshop. It is a working session where you will see real AI agent workflows run on the kinds of tasks accountants and business owners deal with every day. You will see how AI works for you, inside your business, doing the work you actually do. And you will see that it can go further than that. AI can help you run a business, it can even help you build one, and it can become its own stream of revenue for you. That part is already built into the session. But we are also planning two more workshops for August, and we have not locked the topics yet. On purpose. We want the people in the July 30 room to build them with us.

Why we are doing it this way

We could guess what you need. We would probably get some of it right. But the fastest way to teach something worth your time is to hear, in your words, the task you wish would run itself. The report you rebuild every month. The reconciliation that eats a full afternoon. The client email you have written four hundred times. The thing you have been curious whether AI could actually touch, but never had a straight answer on.

That is what August is for. Two sessions, shaped by what the July 30 group asks for. If a workflow comes up again and again, that is a workshop. If a hard question keeps surfacing, we will build a session around answering it properly, live, on a real file.

So July 30 is not just a demo. It is where you get a say in what comes next.

How to get your voice in the room

It takes two steps.

First, register for July 30 here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Second, reply to your confirmation email and tell us the one thing you most want us to teach in August. One sentence is plenty. The task, the question, the workflow you would hand off tomorrow if you could. We read every reply, and the most-requested topics become the August agenda.

That is it. Register, reply, and you have helped build two workshops before the first one even starts.

What you walk away with on the 30th

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 get three more of your choice, 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 attend 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 workflows, and I will be there for the part that matters most: how you actually put this to work inside your own firm or business.

Come see what AI agents can really do for you, in your business, toward building one, and as a stream of revenue of their own. Tell us what you want next. And help us build an August worth showing up for.

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

 

The Forensic Accounting Bundle Is Live Today (and Why the July 30 Workshop Is for More Than Accountants)

Legacy Small Business Consulting x AI for Accounting

Today we release our next industry bundle, and it is a big one: the Forensic Accounting Bundle. It is the toolkit for following the money. Below is what is inside, how we keep shipping a new bundle every week, and why our free workshop on July 30 is worth your seat, whether you are an accountant, a business owner, or someone ready to build something new with AI.

Today: the Forensic Accounting Bundle

Fraud has a lifecycle, and so does the work of catching it. Something looks off. You investigate the scheme. You put a defensible number on the loss. And then you produce work that has to survive cross-examination. Generalist accounting stops at "the books balance." Forensic work begins exactly where the anomalies live, and it has to hold up in a deposition.

So we built the bundle to run that full arc: detect, investigate, quantify, report and testify.

Detect. A Fraud Risk and Red-Flag Scanner reads the books and controls for warning signs. A Journal Entry Anomaly Detector flags round numbers, weekend and after-hours postings, unusual approvers, and back-dated entries. A Benford's Law Digit Analyzer surfaces fabricated or manipulated figures. A Related-Party and Conflict Detector exposes hidden relationships and self-dealing.

Investigate. A Fund Flow and Cash Tracing Mapper follows money across accounts and entities. A Fictitious Vendor and Ghost Employee Finder catches shell-vendor and phantom-payroll schemes. An Expense Reimbursement Fraud Analyzer catches duplicate, inflated, and personal claims.

Quantify. A Damages and Lost Profits Calculator models economic loss with defensible assumptions. A Net Worth and Lifestyle Analysis estimates unreported income using the recognized methods.

Report and testify. An Expert Witness Report Drafter produces a clear, defensible narrative structured for court, alongside a chain-of-custody and evidence log so the trail stays intact.

It does the painstaking detection and documentation so you can focus on the judgment and the testimony that only you can give. Browse it with the rest of the bundles here: https://aiaccounting.legacysbc.com/pro-bundles

And a new one every week

Forensic accounting joins nonprofit, law firms, and construction, and there is more coming. Up next is the Marketing Bundle, built for the growth side of the business: the agents that help you and your clients win more work, from content and outreach to lead capture and follow-up. And we ship a new industry bundle every single week after that. That cadence is the whole point of the idea we keep coming back to: 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 instead of turning them away.

This is not just for accountants

Here is what a lot of people miss about our July 30 workshop: it is not only for accountants and bookkeepers. It is for anyone who wants to put AI to work and get ahead of the curve.

If you are an accountant, bookkeeper, or tax pro, you will see exactly how AI takes the repetitive work off your plate so you can serve more clients without adding staff.

If you are a business owner, you will see how the same tools handle the back-office work that slows you down, and how to run your numbers, your cash flow, and your operations with a fraction of the effort.

If you are looking for a new stream of revenue, you will see how people are packaging these AI skills into services their own clients happily pay for.

And if you are ready to build your own business, this is the room where people become Elite AI Operators, turning what they learn into something of their own.

Who is in the room, and what they walk away with

The people who register tend to fall into a few camps, and they all leave with something they can use Monday morning.

The busy bookkeeper who is drowning in cleanups walks out knowing which agent to point at the mess first, and buys back hours in the first week.

The firm owner who cannot hire fast enough sees how to add capacity with AI instead of headcount, and protects the margin while taking on more work.

The corporate professional who senses where things are heading gets ahead of it, and becomes the person on the team who actually knows how to use these tools.

The career-changer or aspiring founder sees a real path to building an AI-powered business, and leaves with a first step instead of a vague ambition.

None of them needed to be technical. That is the point. AI does the typing. You make the judgment calls.

Why register today

The workshop is Thursday, July 30 at 10:00 AM CST with AI guru Steve Cunningham, and I will be there for the how-to-put-it-to-work side. It is completely free. Registering also gets you the full replay, so even if something comes up, you will not miss it. Seats are live, and the value in the room is the kind of thing people usually pay for.

Save your seat here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

Prefer to start free right now? Join our community and claim your first AI agent at https://aiaccounting.legacysbc.com/community and https://aiaccounting.legacysbc.com/claim-agent

AI does the typing. You make the judgment calls.

 

What We Are Building at AI for Accounting (and How to Jump In for Free)

Legacy Small Business Consulting x AI for Accounting

There is a lot happening at AI for Accounting right now, and almost all of the best ways in cost you nothing. Whether you are AI-curious or already building it into your firm, here is everything on the table today: where to start for free, the new tools we ship every week, the membership that walks the transformation road with you, and the free workshops we do not want you to miss.

Start for free

You do not need to spend a dollar to see what AI can do for your work. There are two free front doors, and you can walk through either one today.

Join the free AI for Accounting community and connect with accountants, bookkeepers, tax professionals, and firm owners who are all learning to work smarter and grow faster with AI: https://aiaccounting.legacysbc.com/community

Then claim your first AI agent, free. Pick the task that eats the most of your week and let an agent handle it: https://aiaccounting.legacysbc.com/claim-agent

Start with one or do both. No cost, no commitment, just a real look at what this can do for you and your clients.

A new industry bundle every single week

Here is the engine behind everything: we release a new industry bundle every week. Nonprofit, law firms, construction, forensic accounting, and more lined up right behind them. Each bundle is a set of AI agents built for how that industry actually runs, tested on real books inside our own firm before it ever reaches you.

That cadence is the whole point of the idea we keep coming back to: 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 instead of turning them away. Browse the bundles here: https://aiaccounting.legacysbc.com/pro-bundles

Membership walks the transformation road with you

Buying a bundle gives you the agents. Membership is where they become built for you. This is for the professional who does not just want tools, but wants a partner along the AI transformation road.

Each month as a member, I take an agent you already own and tailor it to exactly how your firm runs, your software, your deliverables, your wording. You get one brand-new custom AI tool built around a real task in your practice, plus a live call to point it all at your highest-value work. For many members it is continued education as much as software.

There are three tiers so you can join at the level that fits where you are: $29, $59, and $99 per month. See what is included at each tier here: https://aiaccounting.legacysbc.com/pro-membership#tiers

Most importantly, our free workshops

The single best way to see all of this in action costs nothing. We run free live AI workshops, and the next one is a big one.

Join us Thursday, July 30 at 10:00 AM CST with AI guru Steve Cunningham. He shows exactly what AI can do to save you time in the day-to-day work, and I will be there for the how-to-put-it-to-work side in accounting, bookkeeping, and tax. Whether you want to become an Elite AI Operator, build the business you already have, or add another stream of revenue, this is the room to be in.

It is completely free, and registering also gets you the replay if you cannot make it live. Save your seat here: https://us02web.zoom.us/meeting/register/LNEFk1J6RS69tFB0tQZnjg

See the agents in action

Want to watch before you dive in? We post agent demos and walkthroughs to our YouTube channel, so you can see exactly how these tools work on real accounting tasks: https://www.youtube.com/@YvonneRazo-legacysbc

The bottom line

You can start free today, add tools as you grow, and lean on membership when you want a hand tailoring it all to your firm. And every month, we give away live workshop seats so anyone can learn this, no cost required.

AI does the typing. You make the judgment calls.