Every week I get some version of the same question: "This looks great, but where do I start?"
It's a fair question, and the honest answer surprises people. There is no single right way in. The folks getting the most out of this came through five completely different doors, and every one of them works. Some tested a free agent for a week first. Some bought one bundle and ran with it. One fractional CFO went all the way to membership in a single afternoon. None of them were wrong.
So instead of telling you what to do, here's what people are actually doing. Find the door that sounds like you.
Door 1: Test-drive a free agent
This is the cautious, smart start, and there's no shame in it. You claim one agent of your choice, point it at real work this week, and watch it earn its keep before you spend a dollar.
A bookkeeper claims the bank reconciliation agent and runs it against a messy client file. A new-business advisor claims the Launch Readiness Scorecard and walks a startup client through it on a call. By the time the free agent has paid for an hour of their time, the decision about what comes next makes itself.
A lot of today's members started exactly here. The free agent isn't a teaser. It's the proof.
Claim your free agent: https://aiaccounting.legacysbc.com/claim-agent Join the free community: https://aiaccounting.legacysbc.com/community
Door 2: Grab the bundle for your kind of firm
Some people already know what they do all day, so they skip straight to the working stack for it. That's what the Pro Bundles are: a curated set of agents built around one type of practice.
Bookkeepers, tax, client onboarding, firm operations, audit and review, new small business. Each bundle is $249, lifetime access. You buy the one that matches your work and put it to use Monday morning. No subscription, no waiting. The shelf gets you about 80% of the way, and for a lot of firms that 80% is exactly what was eating their week.
See the bundles: https://aiaccounting.legacysbc.com/pro-bundles
Door 3: Take the whole shelf
Then there are the firms that don't want to guess which bundle they'll need next.
A tax practice is doing this right now: the 5-bundle pack for $799 one-time (each bundle is $249 on its own, so five for $799 is the move), so the entire library sits on the shelf and nothing is missing when a client need shows up. Tax season hits, an onboarding question lands, a new-business client signs, and the agent for it is already there.
This is the "I'd rather own the toolbox than borrow one wrench at a time" door. For a growing firm, it usually is.
Get the 5-bundle pack ($799): https://aiaccounting.legacysbc.com/agents-only
Door 4: Bring in a tailor with membership
Here's the line that matters most: bundles are the base, membership is the tailor.
The bundle is a brilliant off-the-rack suit. It fits most people most of the time. But your firm has a weird close, a specific client mix, a voice, a way you actually work. Membership is where we take those agents in at the seams until they fit you exactly.
It starts at $39/month (Submit Your Idea), which includes a bundle of your choice plus builds every month. At $79/month (Build with Me), you also get a live build-and-review session with me each month, where we make a real CFO-grade deliverable together and you learn the thinking behind it.
Last week a fractional CFO bought a bundle, used it, and stepped into membership inside of one day so we could start molding the agents to his firm. He wasn't special. He just saw that the base was good and the tailoring was where it became his.
Compare membership tiers: https://aiaccounting.legacysbc.com/pro-membership#tiers
Door 5: Treat it as continued education
This last door is for the finance professionals, and it might be the most valuable one.
The finance seat is changing fast. What a controller, an FP&A lead, eventually a CFO actually does day to day is being rewritten by AI right now. You can scramble to catch up later, or get ahead of it on purpose.
Membership doubles as your classroom. Each month you walk away with a real deliverable and the AI fluency the industry now expects. It's how a controller sharpens into a CFO. The agents are the curriculum; the monthly build is the lab.
The one thing all five doors have in common
They all close at the same price on Friday.
The founding rate goes away at the end of this week and does not come back. Membership steps from $39 to $59 and from $79 to $99, and the 5-bundle pack moves up too. Lock a founding spot before Friday and your rate is frozen for life, even after it rises for everyone who shows up later. Same product, later timestamp, higher bill. That's the whole difference.
So pick your door. Test a free agent, grab your bundle, take the whole shelf, bring in the tailor, or enroll yourself in the education. Any of them is right. The only wrong move is letting the tab close before Friday.
Lock your founding rate: https://aiaccounting.legacysbc.com/pro-membership Take the whole shelf (5-bundle pack, $799): https://aiaccounting.legacysbc.com/agents-only Not sure which door is yours? Grab 15 minutes and I'll point you to it: https://calendly.com/legacysbcllc/15min
New this week: the Agent #71 Light CFO Dashboard walkthrough is up. It's the monthly advisory deliverable in action. Watch it here: https://youtu.be/zA9FkpHrapQ
— Yvonne Razo, CEO & Founder, Legacy Small Business Consulting LLC · CFO, Simple AI
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