I want to give you fair warning, because the worst thing I can do is let you find out after the fact.
The Pro Membership founding rates close this Friday. The founding spots are nearly full. When they fill, the rates rise for good — Submit Your Idea moves from $39 to $59/month, and the full build tier moves from $79 to $99/month. Anyone who locks a founding spot before Friday keeps their rate for life — even after the price rises for everyone who comes later.
That's the news. Here's why it matters, and why one CFO moved fast on it last week.
What the founding rate actually buys
Pro Membership is the part of AI for Accounting that adapts the agents to your firm. A bundle gives you a working set of agents for one core area of your practice — the base (you pick the bundle that fits your work, not the whole library). Membership is the tailor: we take those agents and make them fit your practice specifically — your close memo's voice, your client deliverable format, the workflows your niche needs that no off-the-rack agent knows about.
There are two ways in, so you only pay for as much help as you actually want.
Need less? Submit Your Idea — $39/month (founding rate, then $59):
- 2 custom agent builds a month, delivered within 48 business hours — via an async intake form and email delivery
- One active build at a time
- 1 Pro Bundle of your choice included
- Monthly Workflow Lab attendance and private community forum access
- Pause or cancel anytime — and your founding rate never goes up
Want to build with me live? The full tier — $79/month (founding rate, then $99):
- Everything in Submit Your Idea, plus —
- A live build session and a review session with me each month
- An additional agent built by our team each month
Either way, it's a build team for your firm at a price a solo practice can carry on a Tuesday morning without asking anyone's permission. Start with Submit Your Idea if you mostly want the builds; step up to the full tier when you want to design them with me in real time.
The CFO who moved last week
Last week a fractional CFO joined the community. He owns his own firm — a specialized practice with a specific client mix and monthly workflows that don't look like anyone else's. He claimed his free agent, picked up a bundle, and within a day asked me the question that matters: what's the difference between the bundle and the membership?
The bundle got him a working set of agents for his core workflow — the base, and for most firms that's the finish line. But his close memo has a voice. His deliverable has a format. His niche has workflows the standard agent doesn't cover. He was finishing the last 20% by hand.
So he took one of the founding spots. Now we work with him directly to tailor the agents to his exact firm and build the ones his niche needs. Bundle first — the base. Then membership — the tailor. In that order, inside of a day.
He locked his rate for life. The next person who waits until the spots fill will pay more for the same thing.
This isn't only for accounting firms
The agents are built for accounting, but the system underneath isn't accounting-specific. A working base you tailor to exactly how you operate fits any service business that lives on repeatable client work — bookkeeping practices, fractional CFOs, consultants, agencies, fractional teams of every kind. If your business produces the same types of deliverables over and over, the base-and-tailor model was built for you. The bundle is your starting point; membership is how it becomes yours.
How to lock it in
Two steps, and you can take them minutes apart.
Step 1 — Get your base. Pick the bundle closest to your work — Bookkeepers, New Business, Payroll, Audit/Review/Quality. $249, lifetime, all future updates included.
→ https://aiaccounting.legacysbc.com/pro-bundles
Step 2 — Claim a founding spot. Step into Pro Membership — $39/month for Submit Your Idea, or $79/month for the full build tier — and lock that rate for life, before Friday when the rates rise to $59 and $99.
→ https://aiaccounting.legacysbc.com/pro-membership
Not sure where your firm should start? Grab 15 minutes with me and we'll map it: https://calendly.com/legacysbcllc/15min
Bundles are the base. Membership is the tailor. The founding rates are the best price the tailor will ever be — from $39/month, locked for life — and they close Friday. If you've been waiting for the right moment, this is it.
— Yvonne CEO & Founder, Legacy Small Business Consulting LLC CFO, Simple AI
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