Most memberships hand you a login and wish you luck. We built something different: a set of on-ramps that meet you wherever you are, and grow with you as far as you want to go. Whether you need one small win this week or you want to transform your entire firm, there is a step here for you, and each one builds on the last.
Let me walk you through every avenue, and exactly how each one helps.
Start with the one agent you actually need
You do not have to overhaul anything to begin. Pick the single AI agent that solves your most annoying task, the reconciliation, the client report, the cash flow forecast, from a public list of 122 agents, and claim it free. In an afternoon you go from curious to seeing real time saved. This is where confidence starts, and it costs you nothing.
Who it helps: anyone who wants proof, not promises. Try one, feel the difference, and build from there.
Build your own bundle, your way
Once one agent clicks, you will want a few more. À la carte, each agent is just $25. Or pick any five from the 122-agent public list for $99, the fifth is on us, and build your firm's starter stack in one go. Same agents, same delivery, your pick.
Who it helps: the professional who knows their workflow and wants to hand-pick the tools that fit it.
Become the leader in an industry
Here is where it gets powerful. Our industry bundles ($249 each) turn you into the specialist a whole vertical is desperate for. The new Law Firm Bundle runs trust accounting to bar-compliance standards. The Nonprofit Bundle handles fund accounting and Form 990. We have 12 focused Pro Bundles in all: Bookkeepers, Tax, Client Onboarding, Accounting Firm, Audit / Review / Quality, New Small Business, Payroll, CFO / Advisory, Small Business Operator, Practice Growth, Nonprofit Accounting, and Law Firm, with a brand new one shipping every Friday. You no longer have to niche down and hope. We make you the expert, by industry.
Who it helps: the firm that wants to command premium fees by being the obvious choice in a specialty.
Launch a brand new firm
Starting from scratch? The New Business bundle gives you startup agents that stand up a practice from day one: entity and tax setup, pricing and margins, bookkeeping setup, permits and compliance, and a first-100-customers plan. It is the co-founder you wish you had.
Who it helps: the professional ready to go out on their own, without guessing at the parts they have never done before.
Get clients with marketing agents
The best firm in town still needs a pipeline. Our Practice Growth agents handle the marketing most accountants avoid: a LinkedIn connection engine, referral and review systems, lead magnets, and niche positioning and messaging. Growth stops being a mystery and becomes a repeatable system.
Who it helps: the owner who is great at the work but wants a steady, predictable flow of new clients.
Turn the connections you already have into clients
You are likely sitting on a goldmine and do not know it: your LinkedIn connections. Most people let those relationships go cold. We teach you, step by step, how to actually use them, how to reconnect, start real conversations, and turn quiet contacts into paying clients and referral partners. It is one of the fastest ways to grow without spending a dollar on ads.
Who it helps: anyone with a network they have never truly put to work.
Membership: learn, join, and thrive
This is the heart of it. Start by watching for free in our community, see the demos, the wins, and the conversations, at zero cost and zero pressure. When you are ready to go from watching to building, step into membership:
- Submit Your Idea, $59/month — two custom agent builds each month delivered within 48 business hours, monthly Workflow Lab, weekly live Q&A on Wednesdays at noon CT, and full community access. Pause or cancel anytime.
- Build with Yvonne, $99/month — everything above, plus a live 15-minute build session and a live 15-minute review session with me each month, an additional custom agent built by our team, and two free books at signup.
Free to watch. Membership to learn, join, and thrive. You are never locked in, and you never stop moving forward.
Who it helps: the professional who wants ongoing momentum, custom agents built to their exact needs, and a coach in their corner.
Transform your entire firm
When you are ready to go all in, pick any five of the twelve Pro Bundles for $799 one-time. Self-paced, no live sessions, no upsell, just the full agent library across five focused verticals of your choice. This is not a tool here and there. This is re-engineering how your whole firm runs, across every function, so your team works less and delivers more.
Who it helps: the firm owner who wants a true transformation, not a patch.
Learn live, and open a new revenue stream
Our free workshops, held twice a month, do two things at once. They show you, live, how to use AI to build your existing revenue, and they open a door most people miss: once you understand this, you can become the advisor who helps others adopt AI, an entirely new income stream. And for those who want the deepest level, our top-tier, done-with-you month gives you hands-on help putting it all to work.
Who it helps: everyone. Learn to grow what you have, and discover a way to earn in a way you never could before.
Changing with the times, so you stay ahead of the pack
The thread through all of it is simple. Our profession is changing fast, and the people who lean in now will lead it. Every avenue above exists to keep you moving forward: start small, specialize, launch, grow, transform, and teach. You choose the pace. We keep you ahead.
So I will ask honestly: what other membership does all of this for you?
Start wherever you are
- Claim your free AI agent (122 to choose from)
- Build your bundle: any 5 for $99
- Pick any 5 bundles for $799
- Become a member ($59 or $99/month)
- Join our free community
- See all the bundles
We hold free AI workshops twice a month. Our next one is Thursday, July 30 at 10:00 AM CST. Register to attend or to get the replay: save your spot.
And if you would like help choosing where to start, grab 15 minutes with me.
This is where the future is going. Are you coming with us?
More opportunities. More freedom. More legacy. Yvonne Legacy SBC × AI for Accounting
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