LedgerCraft Academy
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Training for accounting firm owners

Rebuild your firm around software, AI staff, and review systems.

LedgerCraft Academy teaches the operating model of a modern accounting firm — the workflows, pricing, planning processes, and AI labor that let a small team serve more clients without losing the judgment clients pay for.

Get startedBrowse the courses
Available courses
10 courses available now
Curriculum size
14-course curriculum
Pricing
One-time pricing from $39
AI-First Accounting Firm course artwork
Course 01AI-First Accounting Firm

Inside Course 01

7 modules · resources

  1. 01The AI Reset in Accounting
  2. 02The New Firm Economics
  3. 03AI as the Staff Accountant
  4. 04Tax Planning as the First Value-Add
  5. 05AI-Assisted Bookkeeping with LedgerHQ
  6. 06Optional Service Lines and the Sentinel Model
  7. 07The Software Operating System
00 / Start Here

Introduction to LedgerCraft Academy

6 min · Free to watch

The methods and the software behind a lean, full-service firm — what the Academy teaches, and which course to start with.

01 / The Model

The firm changes before the tools do.

AI resets what clients expect to pay and how fast they expect work back. The firms that hold margin rebuild the production layer — they don't bolt a chatbot onto old workflows. Every LedgerCraft course teaches one piece of that rebuild.

AI is the new staff accountant

Repetitive production work gets drafted by AI inside defined workflows. Your job shifts to designing the process and reviewing the output.

Lean by design

The target is a three-to-four-person firm with software and AI in the production layer — and no hires before the systems earn them.

Lower prices, protected margin

When production cost falls, prices follow. Margin survives when overhead falls with it: standard work, review gates, volume without chaos.

Planning is the bridge

Tax planning is the first value-add past compliance. Advisory and financial planning are how a $400K firm becomes a $1M firm.

02 / Available Now

Start with the course your firm needs next.

Most courses are a one-time purchase. LedgerHQ and AI Bookkeeping Deep Dive is free. Each module pairs a full video lesson with resources, implementation notes, and next steps for your firm. Full outlines stay public — no login required.

View full catalog →

Course 01 · Firm Operating System

AI-First Accounting Firm

Rebuild the firm around software, AI staff, workflow ownership, and review systems.

7 of 7 modules live · $39

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Course 02 · Advisory Expansion

100K to $1.5M Roadmap

The staged path from solo compliance work to a leveraged, multi-service firm.

6 of 6 modules live · $39

View course
03 / The Full Curriculum

One operating system, 14 courses.

The catalog is a sequence, not a grab bag: firm model first, then bookkeeping delivery, tax planning, and advisory expansion.

Stage 01

Firm Operating System

AI staff, workflows, software, and review gates.

Stage 02

LedgerHQ Workflows

Monthly close, cleanup, and AI-assisted bookkeeping.

Stage 03

Tax Planning

Planning delivery, projections, and client conversations.

Stage 04

Advisory Expansion

Pricing, service lines, review systems, and growth.

04 / Inside Every Course

Built for implementation, not completion badges.

Watching a video changes nothing by itself. Every module is structured to end in a real change: a workflow, a deliverable, a price, a review gate.

Main video lessons

Full-length lessons taught from real firm workflows, not feature tours.

Lesson resources

Transcripts, slide decks, and downloads that stay with the course.

Implementation notes

The operating detail that never fits in a video: cadence, owners, review points.

Next steps

Every module ends with one concrete change to make in your firm.

05 / Who It's For

For the owner who wants leverage.

01

The firm owner who wants leverage

Revenue depends too much on you. You need systems, delegation, and review workflows that hold without you in the middle.

02

The tax pro moving into advisory

You know returns. You need a repeatable way to turn them into planning conversations and paid engagements.

03

The bookkeeping firm moving upmarket

You want tax planning, monthly review, and controllership value without turning every client into custom work.

04

The LedgerHQ or Tax Planner Pro customer

You bought the software. You need the firm process around it that makes it pay.

05

The veteran simplifying the final chapter

Better process, AI leverage, and lower overhead — so the last years of practice are less chaotic, not more.

06

The next-generation firm builder

Clients will expect more for less. Build volume, systems, and automation in from day one instead of retrofitting them later.

06 / The Source

Taught from a real operating firm.

LedgerCraft Academy is built from the operating model of Sentinel Wealth & Tax — the firm run by Christopher G. Ragain, CPA/PFS, founder of Tax Planner Pro and LedgerHQ. The courses teach the same workflows, software stack, and review systems the firm runs on: books, tax, planning, and wealth, with AI agents in the production layer.

When a course tells you to change a process, it's because that change already works inside a real firm.

The software spine

  • Tax Planner ProTax projections and planning
  • LedgerHQAI-assisted bookkeeping
  • Dark LionData pipes and agent workflows
07 / Pricing

Buy the course. Keep the course.

No subscription required. Create a free account, look around the Academy, and purchase the courses your firm needs — one at a time.

Course price sheet

Paid courses are one-time purchases. Course 5 stays free. New courses are added to the catalog, never forced into a bundle.

Get started
  1. 01Browse courses and module lists — no account needed.
  2. 02Get started free when you are ready for the Academy.
  3. 03Open free courses immediately, or buy once and start the same day.

Secure checkout by Stripe · Access granted at purchase

08 / Questions

Asked before, answered straight.

Do I need a subscription?
No. Paid courses are one-time purchases, and LedgerHQ and AI Bookkeeping Deep Dive is free. Buy the course your firm needs now, and the rest of the catalog will be there when you are ready for it.
Can I look around before I buy?
Yes. Course pages and full module lists are public on this site. Create a free account only when you want to enter the Academy and purchase.
Who teaches the courses?
The Academy is built from the operating model of Sentinel Wealth & Tax, the firm run by Christopher G. Ragain, CPA/PFS, founder of Tax Planner Pro and LedgerHQ. Every workflow taught here runs inside a real firm first.
Do I need tax experience to start the tax-planning track?
No. Form 1040 and Tax Projection Fundamentals assumes zero tax background and builds the return from the ground up. Building a Tax Planning Practice then shows how planning works inside the client relationship.

The next version of your firm starts with one workflow.

Pick the course that matches the problem in front of you. The rest of the catalog will be there when you're ready for it.

Get startedBrowse the courses