Choose 1 free agent
Pick one ready-to-use AI tool when you join. This is your signup bonus so you have something useful in hand right away.
Legacy SBC client offer
Legacy Client AI Membership
Your bookkeeper and tax advisor has been building AI tools for real business work. Legacy clients get the first access: a smaller, discounted membership built around practical tools your business can actually use.
$29/moFounding rate for first 20 members
$49/moStandard rate after founding seats close
1 buildOne new custom AI tool each month
15 minOne monthly call with Yvonne
Why Legacy clients first
Tools from the advisor who already knows your books.
This is not a cold AI subscription. It is a client-first way to get simple automations, calculators, summaries, and decision tools from the person already closest to your numbers.
The hook is trust: Legacy has been building AI tools behind the scenes, and clients should get the useful versions first. Bring the repeatable business task, and we will turn one of them each month into a tool you can reuse.
Signup bonus + monthly membership
A smaller membership for practical business work.
Built for Legacy SBC clients who want help applying AI to reporting, operations, owner decisions, and the work that still has to happen inside the business.
15 minutes with Yvonne
Use the call to pick the right workflow, explain the context, or tune the tool you received.
1 new build per month
Each month, Legacy builds one simple AI tool around a business task you actually need.
Good fits
Find your business pain point. We can help there first.
The best first builds are specific, recurring, and tied to a decision or deliverable inside your business.
Cash flowSee next month before it surprises you: runway, tight weeks, and what changed.
CFO DashboardTrack the handful of numbers you still need before making owner decisions.
PricingEstimate margin, breakeven, and package options before changing an offer.
MarketingTurn one campaign idea into messaging, offers, follow-up, and a simple weekly action plan.
HR OnboardingCollect new-hire details, draft onboarding steps, and keep first-week tasks from slipping.
Client OnboardingOrganize intake, welcome steps, documents, and follow-up for a new customer or project.
Founding offer
First 20 Legacy clients lock in $29/month.
After the first 20 founding seats, this client membership moves to $49/month. Your founding rate stays active while your subscription stays active.
Legacy Client AI Membership
One free agent, one 15-minute monthly call with Yvonne, and one new custom build per month.
$29/ month founding
Join at $29/month
20 founding seats available
Questions
Common questions
Is this the same as Pro Membership?
No. This is a smaller Legacy client membership. Pro Membership is built for accounting firms. This version is for Legacy SBC clients who want practical business tools in a lighter monthly package.
What counts as a monthly build?
A focused AI tool for one repeatable workflow: a checklist, summary, calculator, report draft, email generator, or decision-support prompt.
What happens on the 15-minute call?
Use it to explain the workflow, prioritize your next build, or review the tool you received. The goal is to keep the work useful and grounded in your actual business.
Can I cancel?
Yes. Cancel anytime. Your $29 founding rate is tied to keeping the membership active.