Thursday, October 15, 2026

Tell Me Who You Serve, and I'll Give You Your Top 7

 

Yesterday I shared the 7 AI agents I'd start with for a small bookkeeping and payroll business. It became the most-read post of the week.

And then the messages started. "Great list, but I do law firm books." "What about therapy practices?" "I'm a tax person. Where do I start?"

Fair. A bookkeeper who lives in trust accounts and a preparer who lives in estimated payments do not need the same seven agents. So today, three more lists, built from real conversations I had this week. And at the end, an open offer: tell me who you serve, and I'll build yours.

GOOD NEWS: we extended the FREE AI Skills course. Grab it today! As of right now, it may end Friday. Once you sign up, it's yours for life. For accountants and bookkeepers. For every other business.

NEW, THROUGH MONDAY ONLY: buy ONE agent for $25, get a batch of 5 ($99) FREE.
Here's how it works: you buy any one agent for $25 on the build-a-bundle page. I send it to you, then I follow up with an email that has the full agent list so you can pick your 5 FREE.
Add your FREE claim and that's 7 agents today for $25: 1 FREE + 1 purchased + 5 FREE. I've been wanting to try this. Let's go.

Top 7 for law firm bookkeeping

Law firms keep two sets of books, and one of them can end a career. The trust account (IOLTA) is not the firm's money, can never be commingled, and no client ledger can ever go negative.

1. Law Firm Chart of Accounts and Trust Setup (#115): a trust-aware chart of accounts from day one.
2. IOLTA Three-Way Reconciliation (#116): bank, book and client ledgers, every month.
3. Client Trust Ledger and Balance Monitor (#117): catches a negative client balance before it becomes a bar complaint.
4. Trust-to-Operating Transfer Authorization (#118): earned fees move with a paper trail.
5. Retainer and Advance-Fee Classifier (#119): what belongs in trust and what doesn't.
6. Matter Profitability and Realization Analyzer (#120): which matters actually make money.
7. Month-End Close Agent (#29): one close for both sets of books.

Data rule: client names and matter details stay out of AI. The agents work from the numbers.

Top 7 for therapy practices

Copays, sliding scales, insurance EOBs and associate fee splits make a small practice's books trickier than they look.

1. Private-Practice Chart of Accounts and Setup (#185): built for how practices actually earn and spend.
2. Client Payment, Copay and Sliding-Scale Reconciliation (#186): what each client owed versus paid.
3. Insurance Payer and EOB/ERA Reconciliation (#187): finds the short pays and denials.
4. Superbill and Out-of-Network Reimbursement Tracker (#188): nothing falls through the cracks.
5. Associate Clinician Fee-Split and 1099 Pay (#189): splits calculated the same way every time.
6. Owner Tax Draw and Quarterly Estimate Planner (#190): no April surprises for the owner.
7. Month-End Close Agent (#29): a clean close every month.

Data rule: no client health information ever goes into AI. The agents work from amounts and dates only.

Top 7 for tax and year-end

October is when good preparers start making January easier.

1. Tax Planning and Year-End Strategy (#93): the planning conversation, organized.
2. Unified Quarterly Estimated Tax (#42): estimates for every client type in one place.
3. S-Corp Reasonable Comp Calculator (#44): the question every S-corp owner asks in Q4.
4. 1099 Prep and W-9 Chaser (#30): collect the W-9s now, not on January 29.
5. Year-End W-2 and 1099 Reconciliation (#80): payroll and vendor totals that tie out.
6. Engagement Letter Generator (#13): clear scope before the busy season starts.
7. Document Collection Chase Agent (#50): polite, persistent reminders so you don't have to send them.

Data rule: no Social Security numbers, EINs or account numbers in AI. Ever.

How to get yours

  1. Claim 1 FREE: claim your agent.
  2. Through Monday only: buy 1 for $25, get 5 FREE. Buy any one agent on the build-a-bundle page. I'll send it, then email you the list to pick your 5 FREE. That's your whole top 7 for $25.
  3. After Monday: 5 for $99 on the same page.
  4. Or get the full set: our Law Firm and Therapist bundles have the whole collection. See the Pro Bundles.
  5. Learn to use them safely: the FREE AI Skills Black Belt. Self-paced, yours for life once you sign up, and it may end Friday. For accountants and bookkeepers. For every other business.

All of them work with any LLM (ChatGPT, Claude, Gemini, Copilot), and there's nothing to install.

Now, tell me who you serve

Comment your niche and I'll build your top 7. Construction, restaurants, nonprofits, real estate, salons, e-commerce, HOAs, farms, churches, a mix of everything. Tell me who your clients are, and I'll send you your list.

Prefer not to comment? Join our FREE community and ask there, or book 15 minutes with me.

Quick questions I get

Do I have to pick one niche?

No. Most practices serve a mix. Tell me your top two or three client types and I'll blend the list.

Do I need to be tech savvy?

No. If you can fill in a form and copy and paste, you can use these.

How does the buy 1, get 5 FREE work?

Buy any one agent for $25 by Monday. I send it to you, then email you the full list to choose your 5 FREE. Add your FREE claim and you have 7 agents for $25.

What if my niche isn't in your library?

Tell me anyway. That's how our newest bundles started: someone asked.

One more thing: today, Thursday, October 15, is the last day for AI Agent Black Belt (Builder) and AI Role OS Black Belt at $1,000 together instead of $1,000 each. Earn all three Black Belts and you pick 5 FREE AI agents from our library. Get both here.

Yvonne

Where to start


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