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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14 courses. One firm operating system.
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- Available
- 10 available now
- Coming soon
- 4 coming soon
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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
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Course 03 · Advisory Expansion
Pricing, Packaging, and Offer Design
Build profitable offers, scope boundaries, renewal rhythm, and client agreements.
9 of 9 modules live · $59
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Course 04 · LedgerHQ Workflows
Intro to Our Bookkeeping Process
Screen the right clients, set scope, and close tax-ready books without turning every client into custom work.
9 of 9 modules live · $59
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Course 05 · LedgerHQ Workflows
LedgerHQ and AI Bookkeeping Deep Dive
See how LedgerHQ work queues, bank feeds, reconciliations, reports, and supervised AI assistance fit together.
8 of 8 modules live · Free
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Course 06 · Advisory Expansion
The Client Onboarding Experience
Move clients from signed proposal into a clear, repeatable ongoing relationship.
4 of 6 modules live · $39
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Course 07 · Tax Planning
Building a Tax Planning Practice
Design and deploy tax planning as a reliable value-add inside the client relationship.
5 of 5 modules live · $39
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Course 08 · Tax Planning
Form 1040 and Tax Projection Fundamentals
Learn the tax return and projection from the ground up, with no prior tax knowledge assumed.
13 of 13 modules live · $79
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Course 09 · Tax Planning
The Top 25 Tax Planning Strategies
The twenty-five strategies that carry most real-world planning value, counted down one at a time.
8 of 8 modules live · $59
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Course 10 · Tax Planning
The Complete Tax Planning Strategy Library
The Next 25 beyond the core Top 25: rarer plays, specialist shelves, and the 2026 personal deduction stack.
8 of 8 modules live · $39
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Planned courses in the full curriculum. Open any page for the outline and module list.
Course 11 · Coming soon
Intro to Codex: Build Your AI Bookkeeper
Learn Codex from zero while building a working AI bookkeeper capstone.
Course 12 · Coming soon
Dark Lion, Data Pipes, and AI Agent Workflows
Connect firm data, document intake, extraction, and AI-assisted work preparation across systems.
Course 13 · Coming soon
Financial Planning Deep Dive
Connect tax, bookkeeping, and planning into a broader household advisory model.
Course 14 · Coming soon
Wealth Management Deep Dive
Understand where wealth management fits in the optional full-service Sentinel-style model.
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